View the balance along with the history that caused the balance to change.
Open the registered customer's Wallet to check the balance and history of top-up, use, withdraw, or reverse transactions supported by the system. Changing the amount must include accompanying items so that it can be returned for inspection.
Apply the amount to the related bill.
When using Wallet to accept payments, select the correct customer. Check the amount used on the bill and remaining balance after making the transaction This money is the amount received previously. Therefore, it is separated from the newly received money on the day of use.
Hypothetical example: A customer tops up 5,000 baht and uses it with a bill of 1,200 baht. When there are no other items, the wallet has 3,800 baht left. The history shows both top-up and spending items.
Withdraw or reverse entries by checking the connected results.
Those who have the right to make withdrawals or revert transactions according to the supported procedures. Before finishing the job, you must check your Wallet balance and any related money or bills. Changing the amount in the system and the actual refund must be checked accordingly.
How to use it every day?
Receive and record balance:
Select the customer and record the actual replenishment.
Check and use:
Open the available amount and choose to use it with bills that meet the conditions.
Check history after making a transaction:
Review new balance and originating items. By separating new money from using the old amount.
Frequently asked questions
Is Wallet like a coupon or refer a friend credit?
Wallet is the customer's top-up credit balance. Coupons and friend referral credits can be used as a discount according to the conditions. Therefore, there are different types of meanings and history.
Do I have to count the money received again on the day of use if I use Wallet?
Separate top-up money received from applying the amount to the bill. Using the same amount does not result in new deposits.
After withdrawing or reversing an item, what must be checked?
Check balance, Wallet history, bills that have been used before. and actual refunds through relevant channels on a case-by-case basis The person making the transaction must have the rights as specified by the clinic.
General customers who have not yet linked their files can use Wallet?
Wallet is tied to a registered customer and must be used with the corresponding identity. The sales model for general customers does not support Wallet as a payment method.