1.Overview

Wallet System for WooCommerce plugin helps the merchants implement a digital wallet plugin on their WooCommerce store. And allows registered customers to perform eCommerce transactions using the wallet system.  

Customers can add money to their WooCommerce wallet through the available payment methods. And also, see the list of transactions made using the wallet money. The merchant can manage the customers’ wallets and change the wallet amount.

The Key Features Of Wallet System for WooCommerce:

  1. Customers can top up funds into their WooCommerce wallets using any payment method allowed by the merchant.
  2. Merchants can add or remove funds to the wallets of all their customers in bulk or individually and mention transaction details (purpose).
  3. You can enable peril payment. Afterward, If the order amount cost is higher than the available wallet amount then the users can use their wallet amount to pay a partial amount.
  4. Set up a top-up subscription plan to auto-recharge wallets on a daily or weekly basis.
  5. Show the username and profile link in the Wallet withdrawal requests table.
  6. Customers can see their transaction history.
  7. Customers can transfer their wallet amount to other users. 
  8. Compatible with Subscriptions for WooCommerce and Subscriptions for WooCommerce Pro plugin. 
  9. Compatible with Multi Vendor Marketplace Solution for WooCommerce.
  10. Compatible with WPML.
  11. compatible with RMA Return Refund & Exchange For WooCommerce Pro.
  12. Compatible With Currency Switcher for WooCommerce.
  13. The merchant can see and download the transaction history of all users.
  14. Customers will receive notifications on wallet top-up, wallet credit, and the deduction of wallet amount. 
  15. Merchants can see and manage all wallet recharge orders (top-up by customers) in a separate order list in the WooCommerce section and filter it according to order status.
  16. Customers can make withdrawal requests to merchants by providing their details.
  17. Use the shortcode [wps-wallet] to display the user wallet on any page.
  18. If the order amount cost is higher than available the wallet amount then the users can use their wallet amount to pay a partial amount.
  19. Customers can earn wallet credits on daily login and product review submissions.

2.Installation

2.1 Automatic Installation

Automatic installation is the easiest option as WordPress handles the file transfers itself, and you don’t need to leave your web browser.

The steps are as follows :

  1. Go to the Wallet System for WooCommerce plugin product page. 
  2. Click on the ‘Download’ button to download it.
  3. Now, log in to your WordPress Dashboard.
  4. From the sidebar, click on Plugins.
  5. Click on Add New
  6. Click the Browse button and choose your downloaded plugin’s .zip file. 
  7. Upload the plugin and click on Install.
  8. Now, click on Activate
  9. You’re all set to use Wallet System For WooCommerce.

2.2 Manual Installation

The manual installation method involves downloading our Wallet System For WooCommerce extension and uploading it to your web server via your favorite FTP application.

The steps are as follows :

  1. Upload the Wallet System For WooCommerce folder to the /wp-content/plugins/ directory.
  2. Activate the plugin through the ‘Plugins’ menu in WordPress.

3.General Settings

After the successful installation and activation of the Wallet System for the WooCommerce plugin, the admin can perform the following actions in the general settings:

wallet general settings

3.1. Enable

Click on the toggle to enable the Wallet System for WooCommerce plugin.

Note: Admin has to add some money in their wallet to enable the Wallet Payment method from WooCommerce > Settings > Payment.

3.2. Wallet Recharge

Click on the Wallet Recharge toggle to allow customers to recharge their wallets using the payment methods available on your WooCommerce. 

3.3. Refund to Wallet 

Click on the Refund to Wallet toggle to let customers receive their refunds in their WooCommerce wallets. 

3.4. Send Email On Wallet Amount Update to Customers

Enable this toggle button to let customers receive an email notification every time their wallet amount is updated. 

3.5. Enable Wallet Partial Payment Method

Click on the toggle button to enable the partial payment option on your WooCommerce store.

3.6. Select the Partial Payment Option

If the product cost is higher than the WooCommerce wallet balance, you can enable the customers to flexibly use their wallets to pay a partial amount on purchase. There are two partial payment options available:

Total Wallet Amount: Customers can pay the total wallet balance as a partial payment. 

Manual Wallet Amount: Customers can select the wallet balance they want to pay as partial payment. 

3.7. Wallet Shortcode

The shortcode box has [wps-wallet] code that allows you to display the user’s wallet on any web page of your site.

At last, click on Save Settings to save the changes you have made. 

4.Wallet Settings

Wallet Settings allow you to add and remove customers’ wallet balances in bulk or individually and view the wallet user list. 

The Wallet settings tab contains the following settings: 

  • Edit The Wallet of All Users at Once 
  • Import Wallet Balance from a CSV File 
  • The Wallet User List

wallet settings

4.1. Edit Wallet of All Users at Once

Using this setting, you can credit or debit the Wallet amount of all users in bulk. Follow these steps to edit the Wallet of all users once:

  • Go to Wallet > Edit Wallet of All Users At Once.
  • In the Amount box, enter the amount you want to debit/credit.
  • Choose the Action: Debit or Credit.
  • Then, click Update Wallet.

Note: The amount entered in the Amount box should always be a whole number. No fractions or decimal numbers are allowed.

4.2. Import Wallets for Users

You can edit the wallet balance of all your users with a CSV file. Follow these steps to import wallet balance from a CSV file:

  • Go to the Wallet setting tab.
  • Click on the download CSV file button from the Import Wallets for Users section.
  • Open the file and edit the wallet balance of users.
  • Come back to the Wallet tab. Click on Choose File and select the modified CSV file and Upload it.
  • And click on Import Wallet.

4.3. Wallet User List

In the section, you can view the wallet users list, edit the wallet amount individually, and see the wallet transaction history.

Follow these steps to edit the wallet amount individually:

  • Go to the Wallet tab.
  • To update the wallet amount, use the search bar above the wallet user table to find a particular user or select the user from the wallet user table.
  • From the Actions column, click on the edit icon.
  • The edit wallet amount popup will appear.

wallet transaction detail

  • Enter the amount in the Amount box and mention the transaction detail.
  • Select the Debit or Credit option.
  • Lastly, click on the Update Wallet button to implement your changes.

Follow these steps to view the wallet transactions history:

  • From the Actions column of any user, click on the View icon.
  • It will display the Wallet transactions of the user.

From the search bar located above the wallet transaction table, you can filter the list by keywords and date range.

4.4. Restrict User

The wallet system allows the admin to restrict any user from using the wallet features. To do this, go to the wallet user list table and click on the ‘Restrict User’ toggle.

4 wallet user restriction

Note: By default all users are unrestricted.

After a user has been restricted, they can only see their wallet transactions and use the remaining balance to make purchases.

After restriction, Add Balance, Wallet Transfer, and Wallet Withdrawal Request Functionality will be disabled.

Before Wallet Restriction:


5 wallet system frontend
After Wallet Restriction:

6 restricted wallet account

Other than that, the restricted wallet user won’t be able to make any changes to the wallet balance or send money to other users.

5.Wallet Transactions

wallet transactions

The Wallet Transaction tab shows the list of the transactions made by your customers and edits (credits and debits) you have made into the customers’ wallet accounts. Also, the Export Pdf button lets you download the transaction table in a PDF file.

You can filter this transaction list from the search bar using a Keyword and Date range.

6. Withdrawal Request

The Wallet System for WooCommerce allows your customers to file a withdrawal request to withdraw money from their wallet account. You can view and manage these withdrawal requests from the Withdrawal Request tab.

withdrawal request

You can filter the withdrawal requests list by keywords and request status. The table also shows the ‘Username’ column that contains the name of the users linked to their profiles. You can click on any name to view the user profile.

Now, there are three withdrawal request statuses in the Filter By dropdown:

  • Approved 
  • Pending 
  • Rejected

Note: You have to address and resolve each withdrawal request manually.

7.Wallet Cashback

The wallet system works like a cashback reward system and allows the admin to send cashback rewards directly into the users’ wallets irrespective of the payment method used.

wallet cashback

Go to the WP Swings > Wallet System > Wallet Cashback tab to set up the wallet cashback functionality:

7.1. Enable Wallet CashBack

Enable this toggle to use the wallet cashback feature.

7.2. Process Wallet CashBack

In this dropdown, you can select the order statuses at which the cashback will be sent to the users’ wallets. The dropdown consists of the following statuses:

  • Complete
  • Processing
  • On Hold
  • Payment Pending

7.3. Wallet Cashback Rule

The wallet cashback rule dropdown allows the admin to determine if the cashback offer will be available Cart-Wise or Category-Wise.

Cart-Wise Rule: If select this option, then the wallet cashback will apply to the first product of each product type added to the cart.

Here is how the cart discount works in the front end.

wallet cashback notification
Users will get notified of the cashback reward they are getting.

wallet cashback category wiseCategory-Wise: When you select the Category-Wise cashback rule, you will get the option to select the product categories in which you want to offer the wallet cashback.

If there are multiple items of the same category in the cart, then the customer will only receive wallet cashback on a single product.

If there are multiple products of different categories, then the customer will receive wallet cashback on the individual product of each category.

Here is how it appears on the shop page:

category wise cashback products

7.4. Wallet Cashback Type

The Wallet system offers two types of cashback: Percentage and Fixed.

7.5. Enter Wallet Cashback Amount

In this section, you can enter the value for the selected wallet cashback type.

7.6. Minimum Cart Amount

You can decide the minimum cart amount on which customers will be able to earn wallet cashback.

7.7. Maximum Wallet Cashback Amount

You can set a maximum amount for wallet cashback. It will limit the cashback reward to the set limit. For example, if the customer purchases a $1000 product that has a 10% cashback offer on it, then instead of receiving $100, they will receive the maximum wallet cashback set by you.

cashback on cart
If the maximum amount is $80, then the customer will get that amount irrespective of the cashback value.

8.Wallet Actions

The Wallet System plugin allows the admin to establish a WooCommerce credit system and top-up a subscription. Under this reward system, you can let customers earn wallet credit on daily login, signup, and product review comments. Also, you can make it compulsory for your users to add money to their wallets on a weekly or daily basis.

wallet auto topup

8.1. Wallet Auto Top-up

Enable Wallet Auto Top-up Settings: Enable this toggle button to implement the auto top-up feature. Afterward, customers can’t use the regular recharge options. They can only set the amount of periodic auto top-up after recharging their wallets.

Enter Subscription Per Interval: Enter the number of times auto recharge will take place in a subscription plan. The subscription can be daily or weekly.

Enter Subscription Expiry Interval: Enter the subscription duration (days or weeks). It will decide the number of times the auto top-up reoccurs. For example, if you select 5 days for 10 weeks, then auto recharge will take place for 5 days every week until the plan expires.

You can leave this textbox empty to set up unlimited intervals.

Note: After you set up a top-up subscription, customers will have to recharge their wallets to set the auto top-up amount. Since the regular recharge will not work, every time they add money to their wallets a new subscription plan will be created.

8.2.Credit Amount On User Daily Visit

Enable Daily Visit Settings: Enable this toggle to start the daily visit rewards.

Enter Daily Visit Amount: Enter the amount you want to offer to wallet users on their daily visits.

Note: By default, A user can only get the daily visit credit after a period of 24 hours.

8.3.Credit Amount On New User Registration

Enable Signup Settings: Click on this toggle button to allow the user to earn credit on wallet registration.

Enter Signup Amount: Enter the amount you want the users to receive as a reward on signup

Enter Signup Description: Enter the text that will appear to users upon earning signup credit.wallet credit on signup

8.4.Credit Amount On Comment

Enable Comments Settings: Click on this toggle to enable customers to earn rewards for submitting reviews on single product pages.

Enter Comments Amount: You can determine the amount your customers will earn per product review.

User Per Post Comment: Enter the number of reviews a particular wallet user is allowed to submit on any product.

Enter Comment Description: You can add custom comment label text to inform your registered users about the reward on product review submission.

After configuring the WooCommerce customer credit settings, click on the Save Changes button.

The transactions made for rewarding credits to the users will be reflected in the Wallet Transactions tabs.
wallet credit rewards

9.Rest API

REST API allows external apps to view and manage wallets. Access is granted only to those with valid API keys.

You can generate API keys for the Wallet System for WooCommerce plugin and use it to connect with other applications. Follow these steps to get the API Keys: 

  • Go to the Rest API tab. 
  • Click on the Generate API Key button. 
wallet api keys

It will generate the Consumer Key and Consumer Secret Key. There is an option to Delete API Keys

The generated API Keys allow you to manage the following functions: 

  • Authentication
  • Retrieve Users
  • Retrieve particular user wallet amount
  • Retrieve particular user wallet transactions
  • Update wallet of users

REST API details

Base Url for accessing customer wallet: {home_url}/wp-json/wsfw-route/v1/wallet/
1. Authentication

For authentication, you need Consumer Key consumer_key and Consumer Secret consumer_secret keys. Response on wrong API details:
{
“code”: “rest_forbidden”,
“message”: “Sorry, your key details are incorrect.”,
“data”: {
“status”: 401
}
}

2. Retrieve Wallet Of All Users

Retrieves the wallet of all the users with their details. The HTTP request is:

GET {home_url}/wp-json/wsfw-route/v1/wallet/users?consumer_key=XXXX&consumer_secret=XXXX where <id> is an user id of user.

Example: http://tester2.local/wp-json/wsfw-route/v1/wallet/users?consumer_key=XXXX&consumer_secret=XXXX

JSON response example:
[
{
“user_id”: 1,
“user_name”: “root”,
“user_email”: “dev-email@gmail.com”,
“user_role”: “administrator”,
“wallet_balance”: “160.2”
},
{
“user_id”: 2,
“user_name”: “Demo”,
“user_email”: “demo_user@gmail.com”,
“user_role”: “customer”,
“wallet_balance”: “225”
}
]
3. Retrieve particular user wallet amount

Retrieves the wallet balance of an existing user. The HTTP request is:

GET {home_url}/wp-json/wsfw-route/v1/wallet/<id>?consumer_key=XXXX&consumer_secret=XXXX where <id> is an user id of user.

Example:
http://tester2.local/wp-json/wsfw-route/v1/wallet/1?consumer_key=XXXX&consumer_secret=XXXX

JSON response example:
“23.34”
4. Retrieve particular user wallet transactions

Retrieves all transactions related to the wallet of the user. The HTTP request is:

GET {home_url}/wp-json/wsfw-route/v1/wallet/transactions/<id>?consumer_key=XXXX&consumer_secret=XXXX where <id> is an user id of user.

Example: http://tester2.local/wp-json/wsfw-route/v1/wallet/transactions/1?consumer_key=XXXX&consumer_secret=XXXX
JSON response example:
[
{
“Id”: “90”,
“user_id”: “1”,
“amount”: “22”,
“transaction_type”: “Debited by admin”,
“payment_method”: “Manually By Admin”,
“transaction_id”: “”,
“note”: “”,
“date”: “2021-04-22 20:16:23”
},
{
“Id”: “94”,
“user_id”: “1”,
“amount”: “12”,
“transaction_type”: “Wallet credited through purchase #159”,
“payment_method”: “bacs”,
“transaction_id”: “159”,
“note”: “”,
“date”: “2021-04-22 21:35:47”
}
]

5. Update wallet of the User

This allows you to update the (credit/debit) wallet of the particular user. The HTTP request is:

PUT {home_url}/wp-json/wsfw-route/v1/wallet/<id> where <id> is an user id of user.

Required Headers

Content-Type: application/JSON

Example: http://tester2.local/wp-json/wsfw-route/v1/wallet/1

 

10.Wallet Recharge Orders

After the wallet plugin activation, the Wallet Recharge Orders list is added as a sub-menu in the WooCommerce section. It allows you to view and manage the top-ups made by customers into their wallets. You can filter the recharge order list according to the order status.

wallet recharge orders

11.Compatible with Currency Switcher for WooCommerce

The Wallet system is compatible with the Currency Switcher for WooCommerce plugin, which allows you to change the operational currency of your website. You can change the currency of the wallet system with this compatibility.

To do this, Install and activate the Currency Switcher plugin.

  • Go to WooCommerce > Settings > Currencies.
  • Select any of the listed currencies.
  • Click on the Save Changes button.

Afterward, all wallet transactions will take place in the currency you choose.

Note: Both the WOOCS free and pro version plugin are compatible with our digital Wallet plugin.

12.WPML Compatibility

The Wallet System For WooCommerce is made compatible with the WordPress Multilingual (WPML) plugin for localization of the wallet system plugin’s strings.

For translating the plugin the first step is to extract all the strings of the plugin and it can be done with the help of the following steps:

  1. From your WordPress Admin Panel, visit WPML → Themes and Plugins Localization.
  2. Now scroll down to the Strings in the plugins section.
  3. Lastly, select the Wallet System For WooCommerce plugin from the list of plugins.
wpml

To translate the strings into the language of your choice press the Translate Strings button present next to the plugin.

You’ll be redirected to a page where all the strings of the plugin are listed and you can translate each string from here.

translate string

Upon visiting this page you can manually select a string for translation by clicking on the “+” button next to each string in a row.

A popup will occur in which you can write the translation of the string.

select a string for translation

Once you’ve written the translation it will be automatically saved and when the customer chooses a different language they’ll see the translated version of the string.

translation

13.Multivendor Marketplace Solution for WooCommerce Compatibility

Multivendor Marketplace Solution for WooCommerce allows you to create an online marketplace on your wooCommerce store. It is compatible with the Wallet System for WooCommerce.

transaction

The wallet system is added as one of the payment methods to send commissions to your vendors on their sales i.e. the commission will be credited to the vendors’ wallets. Follow these steps to configure the wallet payment method:

  • from the Admin menu, go to Go to WCMp >> Settings.
  • Scroll down to the How/When To Pay section. 
wcmp setting
  • Select Wallet from the Allowed Payment Gateways options. 
  • Check the Payment Gateway Charge option to set a gateway charge for vendors. 
  • Select the payment gateway charge carrier from the “Who Bear the Gateway Charges” dropdown. 
  • Set the Gateway Charge Type and enter the charge value. 
  • Check the Disbursement Schedule checkbox and select the schedule. 
  • Lastly, Click on Save Changes
gateway charge type

14.RMA Return Refund & Exchange for WooCommerce Pro Compatibility

The Wallet System for WooCommerce is compatible with RMA Return Refund & Exchange for WooCommerce Pro. In this compatibility, the users can request the refund amount to be transferred directly to their wallets.

Note: For the RMA Pro plugin to work, you need to install the RMA Return Refund & Exchange for WooCommerce free version.

Configuring RMA Settings

After the successful installation, go to the WP Swings > Return Refund Exchange for WooCommerce > General Settings. And enable the following settings:

Enable Refund
Enable Order Message
Enable Exchange
Enable Cancel
Enable Wallet

Then go to the Wallet tab, and enable the following settings:

Enable To Use Wallet System For WooCommerce Plugin: After enabling this feature, all the wallet amounts will be transferred to Wallet System for WooCommerce.

Enable To Select Refund Method For The Customer: You can allow customers to select the refund method while submitting the refund request.

Here’s how this compatibility works:

Step 1: Customer places the refund request.

rma-refund-request-form

Step 2: Go to WooCommerce > Orders and click on the refund request.

rma-refund-order-list
Step 3: Open the refund request, scroll down to the Refund Requested Product section and click on the ‘Accept Request’ button.

accept-refund-in-wallet-system Then, click on the ‘Refund Amount’ button. The refund amount will be sent to the customer’s wallet.

refund-wallet-amount

15.Compatibility with Subscriptions for WooCommerce

The Wallet System for WooCommerce is compatible with Subscriptions For WooCommerce and Subscriptions for WooCommerce Pro.

Subscription for WooCommerce allows Pro you to create and sell subscriptions products and ensure recurring revenue. With this compatibility, the users can use their wallet balance to purchase subscriptions products.

wallet subscriptions

The basic requirement is installing and activating the Subscription for WooCommerce and creating a subscription product.

After enabling both the wallet system and subscription, compatibility will be automatically established.

Follow these steps to pay for subscription products:

  • From the Admin menu, go to WP Swings > Wallet System.
  • Select the Partial Payment Option: Total Wallet Amount or Manual Wallet Amount.
  • Click on the Enable To Use Wallet Amount On Renewal Order.
  • Select the Apply Amount Type (Percentage/Fix).
  • Then, enter the amount/percentage to be deducted from the wallet during order renewal.
  • At last, click on Save Settings.

Note: Customers can use the Wallet partial payment feature to pay for subscriptions. They can also set up subscription order renewal payments as fixed and percentage.

Here is how it appears on the checkout page for the Total Wallet Amount option:

subscription wallet partial payment

For the Manual Wallet Amount:

subscription partial payment through wallet

16.Wallet System for WooCommerce Front-End

This plugin adds the Wallet tab in the WooCommerce account of your customer. To access the Wallet, your customers have to go to My account > Wallet. 

The wallet tab contains the following features: 

  • Wallet Balance Display 
  • Add Balance 
  • Transfer 
  • Wallet Withdrawal Request 
  • Transaction History

16.1.Wallet Balance Display

In the Wallet tab, your customers will always be able to see their current wallet balance.

Add Balance

Your customers can recharge their wallets with the available payment methods on your WooCommerce store.

 

wallet balance display

16.2.Wallet Transfer

Customers can transfer their wallet amounts to other wallet users on your WooCommerce store. Customers have to enter the email address of the receiver, and amount, and state the reason for transferring the amount.

wallet transfer setting

16.3.Wallet Withdrawal Request

withdrawal-request

Customers can file a request to withdraw the amount from their wallets and transfer it into their bank accounts or other payment apps. 

 

Note: All fields are mandatory.

16.4.Wallet Transactions

This section allows your customers to know their wallet transaction history. The transaction list contains entries for wallet recharge, debit, credit, transfer, and withdrawal, and the email address of both the debtor and creditor.

wallet transaction

Note: All fields are mandatory

17.Premium Version Settings.

The Wallet System for WooCommerce Pro adds digital wallets to online store. Customers can use wallet balance to purchase your products & services.

WHAT PREMIUM VERSION OF WOOCOMMERCE WALLET SYSTEM OFFERS

  • Wallet Amount Widget
  •  Wallet User Invite
  •  Wallet Amount Withdrawal
  •  Generate Wallet QR Codes
  •  Displays Email Address of Debtor and Creditor
  •  Download the Wallet Transaction History
  •  Add or Remove Wallet Balance
  •  Import Wallet Balance from CSV File
  •  Select Partial Payment

TAKE ADVANTAGE OF EXCLUSIVE FEATURES OF WOOCOMMERCE WALLET PLUGIN

Get the premium version of Plugin Wallet System for WooCommerce Pro

18.Feedback and Suggestions

Don’t see a feature in the Wallet System for WooCommerce plugin that you think would be useful?

We’d love to hear it: Reach out to our Support query and we’ll consider adding it in a future release.

19.FAQs

Yes, the customers can recharge their wallets from their WooCommerce accounts. Just go to the My-account page > Wallet > Add balance.

Yes, the Admin can enable the Refund to the Wallet setting from the General tab.

Yes, the admin can enable the wallet update notification from the General tab. They’ve to click the toggle to enable the ‘Send email on Wallet Amount Update to Customers’ option. 

Yes, the admin can add the (credit/debit)wallet of all users in one go.

Yes, the admin can update the wallet amount individually. 

 

  • Go to the Wallet tab. 
  • To update the wallet amount, use the search bar above the wallet user table to find a particular user or select the user from the wallet user table. 
  • From the Actions column, click on the edit icon. 
  • The edit wallet amount popup will appear.
  • Enter the amount in the Amount box and select the Debit or Credit option. 
  • Click on the Update Wallet button to implement your changes. 

Yes, the admin can view all wallet transitions of their users in the Wallet Transactions tab

Yes, they have to go to the My-account page > Wallet, select the beneficiary, and then click on transfer.

Yes, customers can request the admin for the withdrawal of the wallet amount. The customers have to provide their bank details like account no, account name, and bank code. Or they can also give their PayPal details (PayPal Email).

To add any custom feature, you can get in touch with our developers and raise a request for customization.

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