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Wallet

WholesaleX Wallet Payment Options allow users to add balance to their Wallet, making payments on their online store easier and faster. This allows users to make faster payments to the store and reduces unnecessary trips. The Wallet also helps track the Wallet’s balance and manage the store’s funds.

Step 1: Activating WholesaleX Wallet Addon

To activate the WholesaleX Wallet, the admin must first go to the WordPress Dashboard, select WholesaleX, and go to the Addons section. From there, the admin can enable the Wallet addon using the toggle bar. 

Enabling WholesaleX Wallet Addon
Enabling WholesaleX Wallet Addon

Step 2: Activating WholesaleX Wallet

The admin then needs to activate the wallet option from WooCommerce Settings. To do this, the admin needs to go to the WordPress Dashboard, select WooCommerce, and click on the Payments tab, where they can then enable WholesaleX Wallet with the toggle bar. 

Enabling WholesaleX Wallet in WooCommerce Payments
Enabling WholesaleX Wallet in WooCommerce Payments

Step 3: Adding Funds in Wallet (As Admin)

The admin can also add funds to any user account. To do this, they must go to the WordPress Dashboard, select WholesaleX, and go to the Users section. From there, the admin can click on the desired user and scroll down until they see “WholesaleX Profile Settings.” Here they can add a credit balance to the Credit box and show the available balance in the Credit Balance box. 

WholesaleX Wallet Adding Funds in user Account as Admin
WholesaleX Wallet Adding Funds in user Account as Admin

Step 4: Wallet Options

The admin can also change the suffix shown to users for various wallet options. To do this, the admin must go to the WordPress Dashboard, select WholesaleX, go to Settings, then click Language and Texts. They can change the “Wallet Balance Text” and “Add Balance Text” suffixes in the box and hit Save Changes. 

Step 5: Adding Funds in Wallet (As User)

To add funds to their wallets, users need to log in to their account, go to My Account and then go to WholesaleX Wallet. They enter the amount they want to add to the Wallet and click proceed. Then, they can complete the regular WooCommerce payment procedure to add the amount to the Wallet. 

WholesaleX Wallet Adding Funds in user Account as User
WholesaleX Wallet Adding Funds in user Account as User

By using the WholesaleX Wallet, users can easily add balance to their Wallet, making payments to the store faster and easier. The admin can also add funds to any user account and change the suffix shown to users for various wallet options. This helps to make the payment process simpler and more efficient for both the admin and the customer.

Subaccount Wallet Management

Now you can easily manage your wallet for subaccounts with WholesaleX. Let’s see how to do that.

Step 1: Go to Subaccount Page

First, log in to your account and then go to the subaccount page. Here you will see all the subaccounts you’ve created and edit options.

WholesaleX Login

Step 2: Edit Subaccount

Now if you want to add wallet credit to a subaccount, you need to edit the correspondent account.

Admin Subaccount Management

Step 3: Add Account Balance

After clicking the edit option, you will see all the information and permission options here.

Adding Balance to Subaccount

Look for the “Credit Balance” field and add your desired amount.

Note: You can’t add more balance than your account already has. Suppose you have 1000$ in your account. That means you can add your wallet balance in any of your subaccounts to 1000$. And, if you have multiple subaccount under your account, you can distribute the balance in each account until you reach the 1000$ threshold.

Step 4: Update the Subaccount Profile

Once you are done adding your wallet balance, click the Update Subaccount button to add the balance.

How to Request Wallet Balance from Account Admin as a Subaccount Holder?

If an admin gives permission to request a wallet balance for their subaccounts, only then a subaccount holder can request for wallet balance.

Note: Withdraw the “Can TopUp Wallet” permission to a subaccount to let the subaccount holder request a wallet balance.

Step 1: Log in First

As a sub-account holder, log in to your account first.

WholesaleX Login

Step 2: Request for Balance

After logging in, go to your “My Account” section and then go to the WholesaleX Wallet page.

Requesting Balance from Subaccount

Type the amount of balance in the “Enter Amount ($)” text field. And then click the Request button.

Pending Request from Subaccount

The admin will see the pending request on his account’s “WholesaleX Wallet” page. Admins can “Approve” or “Deny” the requests. And if they approve, the balance will be added.

And that’s how subaccount wallet management works.

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