{
  "product": "Quikpair",
  "module": {
    "slug": "customers",
    "title": "Customers"
  },
  "task": {
    "slug": "wallet",
    "title": "Use a customer’s wallet",
    "question": "How to use a customer wallet in Quikpair"
  },
  "url": "https://www.quikpair.com/how-to-use/customers/wallet/",
  "summary": "Money you are holding on the customer’s behalf, kept apart from what they owe.",
  "steps": [
    {
      "n": 1,
      "instruction": "Open the customer’s report or statement — the wallet card shows the balance being held.",
      "screenshot": {
        "desktop": "https://www.quikpair.com/screenshots/customers/statement-plain-desktop.webp",
        "mobile": "https://www.quikpair.com/screenshots/customers/statement-plain-mobile.webp"
      }
    },
    {
      "n": 2,
      "instruction": "An overpayment lands in the wallet automatically, so most of the time there is nothing to do."
    },
    {
      "n": 3,
      "instruction": "To put money in or take it out by hand, tap Adjust, choose Add or Take out, enter the amount and a reason, and save."
    },
    {
      "n": 4,
      "instruction": "To spend it, collect a payment as usual and choose Wallet as the payment method — Quikpair offers at most what is held and what is owed."
    },
    {
      "n": 5,
      "instruction": "The movements list under the card shows every credit and debit with its running balance."
    }
  ],
  "notes": [
    "A wallet is money you hold for them, not money they owe you — the two are shown separately on purpose.",
    "A wallet payment settles against funds already banked, so it does not ask for a payment account.",
    "Suppliers have wallets too, on the supplier report and statement."
  ],
  "related": [
    {
      "module": "sales",
      "task": "collect-payment",
      "title": "Collect a payment",
      "url": "https://www.quikpair.com/how-to-use/sales/collect-payment/"
    }
  ]
}
