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How to Use the Customer Wallet Feature in Invent ERP?

The Customer Wallet is a useful feature in Invent ERP. It lets customers store prepaid credit so they can complete purchases instantly using their wallet balance. This ensures faster, smoother checkouts and simplifies business processes.

Step-by-Step Process​

Step 1: Navigate to All Apps​

From the Main Menu, click on All Apps.

Step 1 - Navigate to All Apps

Step 2: Add a Customer Payment​

  1. Select Accounting.
  2. Go to Customers → Payments.
  3. Click Add, then select Receive Payment as the payment type.
  4. Choose the customer, enter the payment amount, and click Create.
  5. Confirm the payment.

Step 2 - Add Customer Payment Step 2 - Add Customer Payment Step 2 - Add Customer Payment

Step 3: Use the Wallet at Point of Sale​

  1. Open Point of Sale and start a new session.
  2. Select a product and confirm the order.
  3. Choose Pay Later from the payment methods.
  4. Select the customer and press Pay.
  5. Navigate to Invoices — you'll see the Customer Wallet section with the available balance.
  6. Click the wallet icon to allocate the funds and complete the purchase.

Step 4 - Use Wallet from Invoices Step 4 - Use Wallet from Invoices

Step 3 - Use Wallet at POS Step 3 - Use Wallet at POS Step 3 - Use Wallet at POS Step 3 - Use Wallet at POS Step 3 - Use Wallet at POS

Alternative: Use Wallet from Accounting → Invoices​

  1. From Accounting → Customers → Invoices, add or open an invoice.
  2. After confirming, scroll down to see the Customer Wallet section.
  3. Press the blue icon to allocate the funds and complete the order.

FAQ​

Q: Why should we use the Customer Wallet feature? It lets customers store prepaid credit for instant checkout, streamlines refunds and store-credit handling, and encourages repeat purchases.

Q: Are there limits on the customer wallet balance? There is no limit to the customer wallet balance.