Recharging a Wallet
A wallet recharge records that a member has purchased a package. It credits their wallet and tracks whether they've paid for it.
Steps
- Open the member's profile → click Recharge Wallet — or go to Recharge History → click New Recharge
- Select the Package
- Set the payment details
- Click Recharge
Payment options
Full payment
The member pays the complete amount today.
- Enter the full amount in Amount Paid
- Select payment method (Cash, UPI, Bank Transfer, etc.)
- Select the cash/bank account it was received in
- Status automatically becomes Paid
Partial payment
The member pays part now, the rest later.
- Enter the amount paid now in Amount Paid
- The remaining balance shows as Balance Due (in orange)
- Status becomes Partial
- Collect the rest later from the Dues page
No payment (Pending)
The member hasn't paid yet — enrol them now, collect later.
- Leave Amount Paid empty
- Status becomes Pending
- Full amount appears as a due
Optional fields
| Field | Notes |
|---|---|
| Bonus Amount | Extra wallet credit added on top of the package (e.g. promotional bonus) |
| Discount Type | Flat (₹) or Percentage (%) discount on the amount the member pays |
| Discount Value | The discount amount or percentage |
| Date | Defaults to today; change if recording a past recharge |
| Payment Reference | UTR number, cheque number, or transaction ID |
| Notes (Internal) | Visible only to your team |
| Customer Notes | Visible to the member |
Setting an Opening Balance
If a member is migrating from another system and already has a remaining balance, use Opening Balance (shown as the first option in the package dropdown when no recharge exists yet). This seeds their wallet without recording a payment.
tip
Use the Fill full amount link below the Amount Paid field to quickly fill in the exact package price.