Use the customer wallet and loyalty points

Every customer has a wallet: a prepaid balance you can top up (for an advance payment or a goodwill credit) and then spend on invoices.

Who can do this: only Owners, Admins and Managers can add wallet credit. Anyone who can take payments (Create invoices, take payments) can charge an invoice to the wallet.

Add credit

1. 1Open the customer and go to the Wallet tab.
2. 2Click Add credit.
3. 3Enter the Amount and, if you like, a Reason such as "Advance payment". If you leave the reason blank, FurKisses saves it as "Manual credit".
4. 4Click Add credit. The balance updates straight away.

The Wallet tab lists every movement with its date, reason and amount. Credits show in green, payments in red, and payments link to their invoice (Invoice →).

Pay from the wallet

• On an invoice: click Record payment, choose Wallet as the Method and enter the amount. The current wallet balance is shown underneath. Then click Save payment.
• At the Point of sale till: attach the customer first. The Wallet button is greyed out until you do, and once a customer is attached it shows their balance. Choose Wallet, enter the amount and click Add.

You can split a bill between the wallet and other methods. For example, use the wallet for part of it and cash for the rest.

Good to know

• A wallet balance can never go below zero. If you try to charge more than the balance, you'll see "Insufficient wallet balance".
• The Wallet method only appears when the invoice has a customer attached.
• If you void an invoice that was paid from the wallet, the money goes straight back into the wallet, with a "Refund: invoice … voided" entry.
• Add credit only accepts positive amounts. There's no button to take credit out of a wallet by hand. Use it on an invoice instead.
• The wallet is also credited automatically in a few cases: when a manager refunds a paid booking deposit with Refund to wallet, when a deposit is bigger than the invoice or fee it was applied to, and when an invoice is paid twice online. See take a deposit to confirm bookings.
• Customers see their wallet balance on their private link when it is above zero.

Loyalty points

Loyalty points are manual for now: FurKisses doesn't award them automatically from visits or invoices, and they aren't redeemed at checkout. A manager keeps the balance up to date.

Who can do this: only Owners, Admins and Managers can change points. Everyone who can see the customer can see the balance and history.

1. 1Open the customer and go to the Wallet tab.
2. 2Click Adjust points.
3. 3Choose Add points or Remove points, enter the number of Points (whole numbers) and a Reason, for example "Birthday bonus" or "Redeemed for a free bath". The reason is required.
4. 4Click Save.

The Loyalty points card on the Wallet tab lists every change with its date, reason, points and the balance afterwards. The balance can never go below 0: if you try to remove more points than the customer has, you'll see "Not enough points".