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How do I create a new wallet?

Create a new wallet for a customer or employee. Enter the wallet details, set its validity period and choose where the wallet can be used.

Written by Daan Sinke

Create a new wallet

A wallet allows you to manage balances for customers or employees. When creating a wallet, you can configure its type, starting balance and where it can be used.

Step 1: Open Wallets

Go to Manage Yourselv > Wallets.

Click the + button in the top-right corner to create a new wallet.

Step 2: Enter the wallet details

Complete the required fields:

  • Identifier: Unique wallet identifier. This is generated automatically.

  • Name: Name of the wallet.

  • Email addresses: One or more email addresses linked to the wallet.

  • Type: Select the desired wallet type.

  • Current balance: Enter the starting balance and choose whether it is in euros or units.

  • Active from: Date from which the wallet can be used.

  • Active until: Optional end date.

  • Active on:

    • All POS: The wallet can be used on all connected POS terminals.

    • Selected POS only: The wallet can only be used on selected POS terminals.

  • 18+ wallet: Specify whether the wallet may only be used for age-restricted (18+) products.

  • Create multiple wallets with the same details: Create multiple wallets using the same settings.

Step 3: Save the wallet

Click the button in the top-right corner to save the wallet.

The new wallet is now ready to use.

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