KennelBooker allows you to add credit to customers' accounts. Wallet funds (also called account credit) are money held on a pet parent's account that can be used to pay for bookings. They're always available, with nothing to switch on. They're not the same as package credits for daycare, walks or training, which are counted in sessions rather than money.
Where to find wallet funds
On the customer's profile, the Wallet Funds tile shows their balance. Click it to add or remove funds.
On any booking, the Payments panel has an Edit Credit button showing their balance. It opens the same popup.
Adding wallet funds to an account
Click the Wallet Funds tile on the customer's profile, or Edit Credit on a booking. The Wallet Funds popup opens and shows the current Credit on Account.
Enter a positive figure to add funds, for example 20, or a negative figure to deduct funds, for example -20.
Add a reason in Notes... if you want one.
Click Add/Remove. The balance updates straight away.
Using wallet funds on bookings
To pay for an existing booking with wallet funds:
Click the Add Manual Payment button in the booking's Payments panel. The Add Payment panel opens.
Find the Apply Credit section. It only shows when the customer has wallet funds. The Amount defaults to the full wallet balance or the remaining balance on the booking, whichever is lower. You can change it.
In the as dropdown, choose the payment type. You can add custom types in Settings > Customize Text, under Payment types.
Click Use Credit.
The system then automatically deducts the credit used from the customer's balance and adds a payment to the booking. If nothing is left to pay, the booking is marked as paid.
When you add a new booking for a customer who has a balance, the Add Booking page shows Use Wallet Funds with their balance. The Wallet Funds panel on the checkout screen works the same way.
Keeping an overpayment as wallet funds
If a customer pays more than a booking costs, switch on Add any Overpayment as Wallet Funds in the Add Payment panel when you record the payment. The extra goes onto their wallet funds.
Wallet funds when you cancel a booking
If the customer has already paid towards a booking, the cancel popup shows Paid To Date and Add (amount) as Wallet Funds. Switch this on to move the money to their wallet funds. If you're charging a cancellation fee, the amount offered is what they paid minus the fee.
Wallet funds and your customers
KennelBooker doesn't email a customer when you add or remove wallet funds.
Adding wallet funds doesn't charge the customer. It only changes the balance, so take any payment separately.
To let customers use or buy wallet funds online, go to Settings > Online Booking Portal, Wallet Funds Option section. The settings are Allow customers to use funds for their bookings and Allow customers to purchase Wallet Funds online.
Where wallet funds are recorded
On the customer's History page, click the Credit History panel to open it. It lists each addition and deduction with its date, amount and note.
The Wallet Credit report is in Reports > Financial Reports.
What wallet funds don't do
Wallet funds can't be paid back to a customer's card from KennelBooker. To return card money, refund the original Stripe payment instead of moving it to wallet funds.
The account credit payment type isn't offered in Payment Type when you record a manual payment. Use the Apply Credit section.
Deleting a payment that was made with wallet funds doesn't put the funds back. Add them again with Add/Remove.
Wallet funds: frequently asked questions
How do I take wallet funds off a customer's account?
Open the Wallet Funds popup from the customer's profile or a booking's Edit Credit button, enter a negative amount such as -20, and click Add/Remove. The wallet funds balance drops by that amount.
Can a customer use only part of their wallet funds?
Yes. In the Apply Credit section of the Add Payment panel, change the Amount to what you want to use. The rest of the wallet funds stays on the customer's account.
Can pet parents see and use wallet funds online?
Yes, if you switch on Allow customers to use funds for their bookings in Settings > Online Booking Portal, Wallet Funds Option section. See "Allow Customers to use Wallet Funds/Account Credit on the Customer Portal or Mobile App" in Related articles.
What's the difference between wallet funds and daycare credits?
Wallet funds are an amount of money on the customer's account, usable on any booking. Daycare, walk and training credits are prepaid sessions from a package, used on that service. To change those, see "Manually Adjust Credits on a Customer's Account" in Related articles.
A customer overpaid by accident. How do I keep the extra on their account?
Switch on Add any Overpayment as Wallet Funds in the Add Payment panel when you record the payment, and the overpayment goes to their wallet funds. If the payment is already recorded, add the amount yourself in the Wallet Funds popup.
Wallet funds: common problems
I can't see Apply Credit in the Add Payment panel
The Apply Credit section only shows when the customer has wallet funds. If their balance is zero, add funds first using Edit Credit on the booking.
I deleted a payment made with wallet funds and the balance didn't go back up
Deleting a payment doesn't return wallet funds automatically. Add the amount back in the Wallet Funds popup on the customer's profile, with a note saying why.
The overpayment didn't go onto wallet funds
Add any Overpayment as Wallet Funds only adds the amount by which that payment takes the booking over its total. If the booking wasn't overpaid by that payment, nothing is added.
A customer can't use their wallet funds when booking online
Check that Allow customers to use funds for their bookings is on in Settings > Online Booking Portal, Wallet Funds Option section. The option only shows to the customer when they have a balance and the booking has a cost.
Related articles