POS OperationsCustomersPurses

Topup Purse

Use Top Up to add funds to a customer purse or wallet, such as a Bar Wallet or Membership purse.

Select the purse

  1. Search for the customer and open their customer record.
  2. Select the Purses tab.
  3. Press Top Up beside the purse that should receive the funds.
Customer purses tab with Top Up options

Enter the top-up amount

  1. Enter the amount to add to the selected purse.
  2. Press Enter.
Top Up amount entry for a customer purse

Review and take payment

  1. Check the customer, purse name, and top-up amount.
  2. Press Pay.
  3. Select the payment method used by the customer, such as cash or card.
  4. Complete the payment to finalise the top-up.
Payment screen for customer purse top-up

Customer balance: Once the top-up is completed, the purse balance is updated on the customer record.

FAQ

Can I top up more than one purse?

Yes. Select the required purse and complete the top-up. Repeat the process for another purse if needed.

Does the customer need to be attached to a sale?

No. You can top up from the customer record by selecting the required purse and pressing Top Up.