Wallet

Manage Wallet Balance, Store Credit and Partial Payments

Track wallet balances, store credit, voucher redemption and partial payments against the correct customer profile.

Yepsta dashboard screenshot for business operations

Business outcomes

Keep every balance and credit attached to the right customer

Each outcome stays connected to the customer, staff, billing or owner context used elsewhere in Yepsta.

Visible balances

Keep store credit and wallet balances easy to find during service and billing.

Flexible payments

Support voucher redemption and partial payment context with better records.

Retention connection

Link wallet usage with packages, memberships and loyalty flows.

Connected workflow

Add value, apply it at checkout and preserve the balance trail

The module fits the daily sequence your team already needs to complete.

1

Add wallet or credit

Record store credit, vouchers or wallet balances on the customer profile.

2

Apply during billing

Use available balance or voucher context during checkout.

3

Keep history

Customer records show wallet movement and payment context.

Practical uses

Handle store credit, vouchers and split settlement clearly

Advance payment

Track customer credit for future services.

Voucher redemption

Make promotions easier to apply and record.

Package connection

Use wallet alongside memberships or prepaid session offers.

Wallet in Yepsta

Wallet and store-credit context inside the customer record

Customer balances, eligible credits, voucher redemption and partial payments stay connected to billing instead of being tracked in informal notes.

Yepsta dashboard screenshot for business operations

Wallet FAQ

Customer wallet and store-credit questions

What is customer store credit in Yepsta? +

It is a recorded value attached to a customer profile that can be used for eligible future transactions under the business rules.

Can teams see the wallet balance? +

Yes. Authorised users can review the available wallet balance against the customer before applying it.

Can wallet value be used for part of a payment? +

Yes. Partial-payment workflows can combine eligible wallet value with another recorded payment method.

Can vouchers be redeemed? +

Yes. Eligible vouchers or store-credit instruments can be redeemed against the correct customer and transaction context.

Is wallet activity connected to customer history? +

Yes. Credits, use and remaining balance stay associated with the customer profile and related billing activity.

See the workflow in context

Map wallet to your service business.