Wallet SystemWallet System
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  • Getting Started

    • Introduction
    • Quick Start
    • Features
    • Installation
    • First-Time Setup
    • Admin Tour
  • Wallet Core

    • Core Wallet
    • Wallet Payment Gateway
    • Recharge / Top-up
    • Wallet Transfer
    • My Wallet Page
    • Shortcodes
  • Earn & Reward

    • Cashback Engine
    • Referral Program
    • Multilevel Referral
    • Daily Login Reward
    • Invite Friends
    • Deposit / Top-up Bonus
  • Spend & Payout

    • Checkout Discount
    • Checkout Restriction
    • Withdrawal
    • PayPal Payout
    • Stripe Payout
    • Refund to Wallet
    • Buy Now Pay Later
  • Identity & Mobile

    • KYC
    • QR Code Payments
  • Wallet Central

    • Overview
    • Endpoint & Routing
    • CTA Discovery
    • Home Dashboard
    • Add Funds
    • Withdraw
    • Withdrawals List
    • Send Money
    • QR Pay
    • Payment Requests
    • Refer & Earn
    • Transactions
    • Settings
    • KYC Flow
    • Architecture
    • Tweaks & Responsive
    • Security
    • Admin Controls
  • Admin Tools

    • Admin Settings (index)
    • Bulk Credit / Debit
    • Analytics Dashboard
  • Settings Tabs

    • General
    • Recharge
    • Checkout
    • Withdrawal
    • Payout (PayPal/Stripe)
    • KYC
    • Cashback
    • Referral
    • Multilevel
    • BNPL
    • QR Pay
    • Notifications
    • Wallet Central
    • Integrations
    • API Keys
  • Notifications

    • Email Notifications
    • SMS Notifications
  • Developer

    • REST API
    • Filters & Hooks
  • Help

    • Troubleshooting
    • FAQ
    • Glossary
Support
Buy Now
View Demo
  • Getting Started

    • Introduction
    • Quick Start
    • Features
    • Installation
    • First-Time Setup
    • Admin Tour
  • Wallet Core

    • Core Wallet
    • Wallet Payment Gateway
    • Recharge / Top-up
    • Wallet Transfer
    • My Wallet Page
    • Shortcodes
  • Earn & Reward

    • Cashback Engine
    • Referral Program
    • Multilevel Referral
    • Daily Login Reward
    • Invite Friends
    • Deposit / Top-up Bonus
  • Spend & Payout

    • Checkout Discount
    • Checkout Restriction
    • Withdrawal
    • PayPal Payout
    • Stripe Payout
    • Refund to Wallet
    • Buy Now Pay Later
  • Identity & Mobile

    • KYC
    • QR Code Payments
  • Wallet Central

    • Overview
    • Endpoint & Routing
    • CTA Discovery
    • Home Dashboard
    • Add Funds
    • Withdraw
    • Withdrawals List
    • Send Money
    • QR Pay
    • Payment Requests
    • Refer & Earn
    • Transactions
    • Settings
    • KYC Flow
    • Architecture
    • Tweaks & Responsive
    • Security
    • Admin Controls
  • Admin Tools

    • Admin Settings (index)
    • Bulk Credit / Debit
    • Analytics Dashboard
  • Settings Tabs

    • General
    • Recharge
    • Checkout
    • Withdrawal
    • Payout (PayPal/Stripe)
    • KYC
    • Cashback
    • Referral
    • Multilevel
    • BNPL
    • QR Pay
    • Notifications
    • Wallet Central
    • Integrations
    • API Keys
  • Notifications

    • Email Notifications
    • SMS Notifications
  • Developer

    • REST API
    • Filters & Hooks
  • Help

    • Troubleshooting
    • FAQ
    • Glossary
Support
  • Getting Started

    • Introduction
    • Quick Start — Wallet Live in 5 Minutes
    • Features
    • Installation
    • First-Time Setup
    • Admin Tour
  • Wallet Core

    • Core Wallet
    • Wallet Payment Gateway
    • Recharge / Top-up
    • Wallet Transfer
    • My Wallet Page
    • Shortcodes
  • Earn & Reward

    • Cashback Engine
    • Referral Program
    • Multilevel Referral
    • Daily Login Reward
    • Invite Friends
    • Deposit / Top-up Bonus
  • Spend & Payout

    • Checkout Discount
    • Checkout Restriction
    • Withdrawal
    • PayPal Payout
    • Stripe Payout
    • Refund to Wallet
    • Buy Now Pay Later (BNPL)
  • Identity & Mobile

    • KYC (Know Your Customer)
    • QR Code Payments
  • Wallet Central

    • Wallet Central Overview
    • Endpoint & Routing
    • CTA Discovery
    • Home Dashboard
    • Add Funds
    • Withdraw
    • Withdrawals List + Detail
    • Send Money
    • QR Pay
    • Payment Requests
    • Refer & Earn
    • Transactions
    • Settings (customer)
    • KYC Flow
    • Architecture
    • Tweaks & Responsive
    • Security
    • Admin Controls
  • Admin Tools

    • Admin Settings
    • Bulk Credit / Debit
    • Analytics Dashboard
  • Settings Tabs

    • General Settings
    • Recharge Settings
    • Checkout Settings
    • Withdrawal Settings
    • Payout Settings (PayPal + Stripe)
    • KYC Settings
    • Cashback Settings
    • Referral Settings
    • Multilevel Settings
    • BNPL Settings
    • QR Pay Settings
    • Notifications Settings
    • Wallet Central Settings
    • Third-Party Integrations
    • API Keys
  • Notifications

    • Email Notifications
    • SMS Notifications
  • Developer

    • REST API
    • Filters & Hooks
  • Help

    • Troubleshooting
    • FAQ
    • Glossary

General Settings

The base wallet configuration. First settings to fill in after activation.

Want the feature overview?

See Core Wallet for what the wallet does, how customers see it, and developer hooks.

Where

Wallet → Settings → General.

Display & Control Settings section — show balance, low-balance threshold, default labels

The same Settings tab also contains Multi-Currency Support and Daily Login Reward:

Multi-Currency Support section — enable, base currency, conversion strategy

Daily Login Reward section — enable, reward amount, monthly cap, skip-admins

Step-by-step Setup

1. Default currency

Match this to your WooCommerce base currency. Plugin uses it for ledger writes when no per-currency override applies.

Recommended: leave as auto — plugin reads from WC base currency automatically.

2. Show balance to customer

ToggleEffect
ONCustomer sees the balance everywhere — My Account tab, header shortcode, Wallet Central
OFFWallet UI hidden site-wide. Useful when you're testing or rolling out gradually

Recommended: ON.

3. Allow negative balance

ToggleEffect
ONCustomer can spend more than they have (creates BNPL debt)
OFFDebits below zero rejected

Recommended: OFF unless you've enabled BNPL. Otherwise fraud risk.

4. Low-balance threshold

Currency value. When the customer's balance crosses this downward, an alert email fires.

Examples:

Store typeSuggested threshold
Small store, low-value carts100
Mid-size store500
High-value B2B2000

Set to 0 to disable the threshold check entirely.

5. Low-balance email

Toggle the email alert that fires when threshold is crossed.

Recommended: ON. Helps customers re-engage by topping up.

6. Wallet display name

Brand the wallet to fit your store voice:

DefaultTry
WalletStore Credit, Coins, Loyalty Cash, Bonus, Pocket

Used everywhere: gateway label, dashboard title, emails.

7. Daily login reward

Toggle. When ON:

  • Reward amount field appears
  • Monthly cap field appears
  • "Skip admins" toggle appears

See Daily Login Reward for details.

8. Multi-currency mode

ToggleEffect
AUTO (default)Plugin enables per-currency balance only when WOOCS or YITH currency switcher is detected
ALWAYSForce per-currency mode regardless
NEVERSingle base-currency balance, ignore active currency

Recommended: AUTO.

9. Save

Click Save changes at the bottom of the tab.

Verify

Open /my-account/my_wallet/ as a test customer:

  • Balance card visible
  • Brand name reflects what you typed
  • Currency symbol matches your base currency

Common Combos

GoalSettings
Standard store creditShow ON, Negative OFF, Threshold 100, Display name Store Credit
Loyalty programmeShow ON, Negative OFF, Daily login 5, Display name Coins
BNPL pilotShow ON, Negative ON, Display name Wallet, then enable BNPL

Troubleshooting

ProblemFix
Customer doesn't see balance"Show balance to customer" OFF, OR theme caching /my-account/*
Low-balance email never firesThreshold = 0 (disabled), OR email-alert toggle OFF
Wrong currency on ledgerCheck WC base currency in WC settings; plugin reads from there

Related

  • Daily Login Reward
  • Recharge Settings
  • Notifications Settings
  • Admin Settings index
Next
Recharge Settings