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How to Use the Customer Wallet Feature in Invent ERP?

The Customer Wallet is a useful feature in Invent ERP. It lets customers store prepaid credit so they can complete purchases instantly using the customer's wallet balance. This ensures faster, smoother checkouts and simplifies the business processes. For example, customers can pay in advance, and this allows the business to complete orders quickly and streamline the process.

Step-by-Step Process​

Step 1: Navigate to All Apps​

From the Main Menu, click on All Apps.

Step 1 - Navigate to All Apps

Step 2: Select Accounting​

Step 2 - Add Customer Payment

Step 3: Go to Customers then Payments​

Click on Customers then under that click on Payments.

Step 3 - Add Customer Payment

Step 4: Add New Payment​

On the top right corner press on add.

Step 4 - Add Customer Payment

Step 5: Select Payment Type​

Select the payment type as receive payment.

Step 5 - Use Wallet at POS

Step 6: Fill out Customer Payment​

Choose the Customer alongside the Payment Amount. After that click on Create.

Step 6 - Use Wallet at POS

Step 7: Confirm Customer Payment​

Step 7 - Use Wallet at POS

Step 8: Head to Point of Sale​

After that click on All Apps then head to Point of Sale.

Step 8 - Use Wallet at POS

Step 9: Start New POS Session​

Step 9 - Use Wallet at POS

Step 10: Select Product and Confirm Order​

Step 10 - Use Wallet from Invoices

Step 11: Select Payment Method​

Choose the Pay Later option from the payment methods. Then complete the order.

Step 11 - Use Wallet from Invoices

Step 12: Navigate to Invoices​

After the order is complete, head over to invoices.

Step 12 - Use Wallet from Invoices

Step 13: Customer Wallet​

Here you can see the Customer Wallet section alongside the balance in your invoices page. Click on it to allocate the funds to complete the purchase.

Step 13 - Use Wallet from Invoices

Another Method​

Step 1: Navigate to Accounting​

From the Main Menu, look at the top right corner then click on *All apps. After that click on Accounting.

Step 1 - Add Customer Payment

Step 2 : Go to Customers then invoices​

Click on Customers then under that click on Invoices.

Step 13 - Use Wallet from Invoices

Step 3: Add an Invoice​

On the top right corner you can see the Add button, click on it.

Step 3 - Use Wallet from Invoices

Step 4: Create Customer Invoice​

Here select the Customer and then fill out all the details. After that scroll down choose a Product and then the final step is to press Create.

Step 4 - Use Wallet from Invoices

Step 5: Confirm Invoice​

Step 5 - Use Wallet from Invoices

Step 6: Use Customer Wallet​

After confirming the invoice, scroll down and see the Customer Wallet. Press on the small blue icon allocate the funds and complete the order.

Step 6 - Use Wallet from Invoices

Notes & Tips​

  • Always verify the customer’s wallet balance and contact details before adding or using funds. Accurate information allows for a smooth business workflow alongside avoiding issues.

FAQ​

Q: Why should we use the Customer Wallet feature? It lets customers store prepaid credit for instant checkout, streamlines refunds and store-credit handling, and encourages repeat purchases.

Q: Are there limits on the customer wallet balance? There is no limit to the customer wallet balance.