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How Do I Manage Credits and View Past Transactions ?

Credits and Transaction History

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Written by Aaron Sullivan

Wallet

The Wallet is a separate feature from the Wash Wallet and is used to manage account credits and available balance. Customers can view their current balance, review credit history, and apply an available balance toward their membership subscription all from within the app.

What Customers See

  • The Wallet screen displays the customer's current available balance and any account credits on file.

  • A "View Wallet History" button allows customers to see a full history of credits and payments applied to their account.

  • If the customer has an available balance, they will see an option to apply that balance toward their active membership subscription.

  • This screen does not display or manage saved payment cards 4 that is handled through the Manage Payment Methods option in User Settings.

How It Works – Step-by-Step

  1. Customer taps the More (•••) tab on the bottom navigation bar.

  2. Customer selects "Wallet" from the More menu.

  3. Customer views their current available balance and any account credits.

  4. To review credit and payment history, customer taps "View Wallet History".

  5. To apply an available balance to their membership, customer selects the apply balance option and confirms.

Attendant Tips

  • Clarify to customers that the Wallet is not the same as the Wash Wallet. The Wash Wallet holds prepaid washes; the Wallet holds account credits and balance.

  • If a customer asks why their balance isn't being applied to their membership automatically, direct them to the Wallet to apply it manually.

  • Attendants cannot access or modify a customer's Wallet balance. All actions must be completed by the customer through the app.

  • For questions about how credits were applied or billing discrepancies, direct the customer to "View Wallet History" first, then escalate to the appropriate support channel if needed.

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