Open the panel

The electronic wallet must be enabled in two places: for the club, in Manage settings (Use electronic purse), and in each membership type concerned, in Memberships › Manage membership type (Use electronic purse). As long as the member's membership type does not use it, you can top up their balance but they do not see My Wallet in their account.

Open Members › Manage members and click Add to wallet at the top of the page. A panel opens on the right.

Enter the transaction

1. In Name, type the first letters of the member and choose them from the list: their current balance is shown in brackets. Only active members are offered.
2. Check the Date (today by default).
3. Enter the amount in E-P: a negative amount takes money out of the wallet.
4. If needed, enter the Reason for the transaction (for example "Top-up at the bar").
5. Choose the Payment method used by the member: cash, credit card, wallet, bank transfer, other payment method (and debit card, Visa or Mastercard if these accounts are set up).

The completed Add to wallet panel

Click Add to wallet. A message confirms the operation (old balance + amount = new balance) and the transaction is entered in the cash register record with the chosen payment method.

Correcting a balance directly in the list

The column E-P de la liste affiche le solde de chaque membre. Elle n'est pas modifiable : pour corriger un solde erroné, utilisez le même bouton Add to wallet avec un montant négatif (ou positif) et une raison ; l'ajustement est tracé dans le journal de caisse.

The E-P column in the list of members