Wallets

The Wallets tab shows a detailed overview of all units (points, cashback, etc.) that a member has earned, spent, or lost. Each wallet is displayed separately and allows you to review balances, limits, and transfers.

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Key Elements

• Wallet summary For each wallet, you can see:

  • Active points

  • Pending points

  • Spent points

  • Expired points

  • Total earned points

  • Current earnings

  • Any global or member-specific limitations

• Transfers list A detailed record of all unit transfers connected to this member. Each transfer shows:

  • Transfer ID

  • Type (adding, deduction, expired)

  • Status (Cancelled, Pending)

  • Value and comments

  • Dates (Created on, Registered on, Performed on, Expires on, Unlocked on, Locked until)

• Managing transfers Individual transfers can be managed directly from this view. From the actions menu, you can:

  • Cancel a transfer

  • Expire a transfer

This allows precise control of a member’s balance in cases of errors, fraud, or program rules.

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To find out more about the wallet module, please refer to this section of the User Guide:

Wallets