Top-up wallet

Wallet top-ups allow you to add credits to customer wallets, ensuring continuous service availability. Flexprice supports two top-up methods: manual top-up for on-demand credit additions and automatic top-up for maintaining minimum balance thresholds.

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Manual Top-Up

Manual top-ups provide flexibility to add credits on demand. You can issue free credits for promotions and compensations, or process purchased credits through standard payment methods.

Adding Credits Manually

1. Access the Wallet

   Navigate to the customer’s wallet and click Top-up Wallet in the top right corner

   
2. Configure Credit Amount

   In the top-up dialog, select your credit type and enter the amount to add to the wallet

   
3. Confirm

   Click Add Credits to complete the top-up

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Automatic Top-Up

Automatic top-up ensures uninterrupted service by automatically recharging wallets when they fall below a specified threshold. This eliminates manual monitoring and prevents service disruptions due to insufficient balance.

Configuring Auto Top-Up

1. Enable Auto Top-Up

   During wallet creation, toggle Recharge Wallet Automatically

2. Set Trigger Threshold

   Define when auto top-up should activate (e.g., when balance falls below $100)

3. Configure Minimum Balance

   Enter the minimum balance threshold that triggers automatic recharge

4. Define Top-Up Amount

   Specify the amount to add when auto top-up is triggered (e.g., $100,$500)

5. Save

   Click Save changes to activate auto top-up

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Credit Types Supported

Flexprice supports multiple credit types to accommodate different billing scenarios:

Free Credits Top-Up

Promotional or complimentary credits added without requiring payment.

Common use cases:

• Welcome bonuses for new customers
• Promotional campaigns and special offers
• Service credits for issue resolution
• Customer loyalty and retention programs

Purchased Credits Top-Up

Purchased credit top-up refers to credits that a customer buys. We support two types:

• Purchased Credits - Immediate credit addition
• Purchased Credits (With Invoice) - Invoice-based top-up with payment tracking

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Purchased Credit Top-Up (with Invoice)

The invoice-based top-up workflow provides comprehensive payment tracking and record-keeping for credit purchases.

How It Works

When you select Purchased Credits and enable Generate Invoice, Flexprice initiates the following flow:

1. Top-Up Initiated

   You select Purchased Credits and enable Generate Invoice in the top-up dialog, then click Add Credits

2. Invoice Created

   An invoice is automatically generated and finalized with payment status Pending. The invoice contains the credit purchase details and is visible in your invoice list

3. Transaction Logged

   A wallet transaction is created with status pending and transaction reason PURCHASED_CREDIT_INVOICED. The transaction is linked to the generated invoice

   
4. Credits Hold

   Credits remain unavailable and are not added to the wallet balance. The wallet balance remains unchanged until payment is confirmed

5. Record Payment

   Credits get available only after the payment is followed through. When the invoice payment status becomes Succeeded, the wallet balance gets topped-up.

   

   You can either Record Payment or Update Payment Status directly to confirm payment.

   • Record Payment - A payment record is created for the invoice supporting tracking and reconciliation. Payment can be recorded through following methods:
     • Offline Payment - Record payment that was processed outside the system.
     • Payment Link - Generate a payment link for online payment. Payment status gets updated when payment is successfully processed through the payment gateway. If you want to know more about the payment_link behavior, check out Stripe Payment Link & Checkout for configuration instructions.
     
   • Update Payment Status - Invoice payment status changes from Pending to SUCCEEDED for API responses) After the payment is completed, the invoice status is updated to confirm successful payment.
6. Credits Available

   Once payment is confirmed and the invoice is marked as paid:

   • Transaction status changes from pending to completed
   • Credits are immediately added to the customer’s wallet
   • Wallet balance is updated and credits become available for use

   

For complete transaction lifecycle details, check out Purchased Credits (Invoiced) in the Wallet Transactions documentation.

Payment Gateway Required — Payment recording requires a configured payment gateway. For Example, Refer to Stripe Connection Setup for configuration instructions.

Credit Activation

Once payment is recorded and the invoice is marked as paid:

• Credits are immediately added to the customer’s wallet
• Transaction status updates to completed in wallet history
• Credits become available for immediate use

When to Use Invoice-Based Top-Ups

Financial Record Keeping

• Maintain detailed audit trails for all credit purchases
• Separate wallet top-up revenue from service charges
• Generate comprehensive transaction histories for accounting

Enterprise Workflows

• Support purchase order and approval processes
• Enable invoice-based payment for corporate customers
• Provide formal documentation for business expense tracking

Compliance and Reporting

• Meet regulatory requirements with detailed financial records
• Generate reports for credit purchase analysis
• Track customer acquisition and spending patterns

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Related Documentation

• Wallet Transactions - Monitor and manage all wallet transactions
• Auto Top-Up Wallet - Configure automatic wallet recharging
• Low Balance Alert - Set up balance threshold notifications

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