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How Do I Add a Household Wallet Balance (Credit) Manually?

How Do I Add a Household Wallet Balance (Credit) Manually?

Also searched as: add household credit, store credit, prepayment, add funds to household wallet

A Household Wallet balance represents payment greater than the amount of Household dues owed. Invoices don't accept payment for more than their face value, so a positive balance (credit) must come from outside the invoice payment system. Add to a Household Wallet if the Household has a positive payment balance outside of and beyond any current invoice — for example, from an offline payment or a One-Time Charge collected for that purpose.

 Steps

  1. Click the Membership tab, then the Members tab, to reach the MEMBERS window.
  2. Locate a member of the Household whose balance you want to add to.
  3. In the Actions column, click the three-dots menu and choose View Member.
  4. In the MEMBER DETAILS window, locate the MEMBER HOUSEHOLDS section and click View Wallet to open the MANAGE HOUSEHOLD WALLET window.
  5. Click +Add Transaction.
  6. In the ADD TRANSACTION window:
    • Transaction Name (required) — give the transaction a clear administrative name.
    • Amount (required) — enter the dollar amount.
    • Note (optional) — up to 300 characters explaining the reason for the credit.
  7. Click Submit to finish, or Cancel to return to the MANAGE HOUSEHOLD WALLET window without saving.

 What Shows Up in the Wallet Ledger

The MANAGE HOUSEHOLD WALLET window lists transactions paid with Household Wallet funds, plus credits added to or voided from the Wallet. It does not list one-off invoices unless they were paid using Wallet funds (either online by the resident, or manually recorded by an Admin).