Wallet System for Magento 2
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This document describes a Magento 2 wallet system module that allows customers to pay for online purchases from their wallet balance. Key features include allowing customers to add funds to their wallet, transfer balances between wallets, view transaction histories, and pay any remaining balance due during checkout using other offline payment methods if the wallet balance is insufficient to cover the total cost. The system also provides admin features like managing payment settings, wallet balances, and bank transfer approvals.
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Wallet System for Magento 2
- 1. Wallet System for Magento 2
- 2. Introduction ? Magento 2 Wallet System module that allows the customers to make the online payment from their Wallet System. The customers can select the Wallet System payment method at the time of the checkout process. ? When customer adds balance to the wallet, no other product should be added in the shopping cart. ? During the checkout, if the total payable amount exceeds the wallet balance, the customer can pay the remaining amount only using an offline payment method like COD, bank transfer, etc.
- 3. Admin End Features ? Merchant can view the bank account details during the bank transfer approval. ? The owner will receive a notification to approve the payee and to approve the amount transfer to the account. ? Also, the admin can restrict the approval required for payees. ? The store Owner can restrict the customer to use discount codes when adding the amount in his wallet. ? Admin can export wallet system details in CSV and XML format. ? The owner can also do a refund with the help of the Wallet System for Magento 2. ? Admin can add the amount to the Customer¡¯s Wallet or deduct the amount from the Customer¡¯s Wallet. ? The owner can create multiple Credit Rules for the cashback.
- 4. Customer Centric Features ? The buyer can easily add credit amount into their wallet system. ? Also, the shopper can add a payee in his account to transfer the amount in his wallet. ? The customer can add multiple bank account details. ? The consumer can request the bank account deletion. ? Moreover, the shopper can request to transfer their amount in his bank account. ? On the checkout page, the customer can see used wallet amount and remaining wallet amount. ? The cashback amount gets deducted from the Customer¡¯s Wallet after the admin creates the credit memo for the refund. ? Moreover, the buyer can get Cash Back amount into their Wallet. ? Shoppers can receive monthly statements regarding wallet transactions via email. ? The customer can add a payee within his account & transfer amount to the payee¡¯s wallet.
- 5. Manage Payment Method The admin has to manage the settings related to payment method,which has to be wallet system. Further, simply save it.
- 6. Manage Wallet System Settings ? A separate section is provides to the store owner for managing the wallet details and simply save it for further processing. ? The admin can set custom message and add multiple configurations.
- 7. Manage Payment Method Whatever message is set by the admin it will be visible here. Check this popup.
- 8. Add amount in Wallet From here you as a store owner can allow your customers to apply discount while they add any amount to their wallet.
- 9. Customer Wallet Section The customer is provided with a separate wallet section. Manage Wallet and Transaction list will be visible there.
- 10. View Transaction Details Check the Transaction details like Amount, Action, Type, Transaction Ar, Transaction Note & Status.
- 11. Add amount in Wallet Add the desired amount and check the cart to process the checkout.
- 12. Transfer Wallet Amount The customer can also transfer the wallet amount as per the requirement by providing the basic details shown as
- 13. Verification Process Enter verification code and complete the transfer process.
- 14. Actions on Custom Fields Customer can simply checkout using the wallet as shown here in the checkout page.
- 15. Admin Manages Bank Transfer Details Admin is able to check the customer¡¯s bank transfer details like ¨C Reference, Amount, Action, Status, Transaction At, Note, and Action column.
- 16. Buy Now - https://store.webkul.com/Wallet-System-For-Magento2.html User Guide - https://webkul.com/blog/wallet-system-for-magento2/ For further queries or customization requirements, please send an email to support@webkul.com Create a support ticket - https://webkul.uvdesk.com/en/customer/create-ticket/ Phone - India - (+91)-9650486699 US - (+1)-9143531684 Feel Free To Contact Us
- 17. THANK YOU