How to use a customer wallet in Quikpair

Money you are holding on the customer’s behalf, kept apart from what they owe.

Steps

  1. Open the customer’s report or statement — the wallet card shows the balance being held.
    Use a customer’s wallet, step 1, on a desktop browserUse a customer’s wallet, step 1, in the mobile app
  2. An overpayment lands in the wallet automatically, so most of the time there is nothing to do.
  3. 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.
  4. 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.
  5. The movements list under the card shows every credit and debit with its running balance.

Good to know

Related steps