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What are wallet types and what can I use them for?

Wallet types determine how wallets work within your organisation. Create and manage different wallet types and configure whether transactions count towards turnover or can be used as a PIN wallet.

Written by Daan Sinke

Viewing wallet types

Go to Manage Yourselv > Wallet types.

Here you will find an overview of all available wallet types.

  • Name: The name of the wallet type.

  • Active: Indicates whether the wallet type is active.

  • Search: Quickly find a specific wallet type.

  • Add: Create a new wallet type.

  • Delete: Remove a wallet type that is no longer needed.

Creating or editing a wallet type

Open an existing wallet type or click the + button to create a new wallet type.

General information

  • Name: The name of the wallet type.

  • Active: Enable or disable the wallet type.

Settings

Depending on your use case, you can configure the following settings.

  • Exclude from turnover: Determines whether transactions using this wallet type are excluded from turnover.

  • PIN wallet: Specifies whether this wallet type can be used as a PIN wallet.

Click the Save icon in the top-right corner to save your changes.

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