Wallet

Customer Wallet and Store Credit

Track wallet balance, store credit, voucher redemption, partial payments and loyalty connections against each customer profile.

Yepsta dashboard screenshot for business operations

Outcomes

What this module improves.

Designed for practical Indian service-business workflows, not bloated enterprise setup.

Visible balances

Keep store credit and wallet balances easy to find during service and billing.

Flexible payments

Support voucher redemption and partial payment context with better records.

Retention connection

Link wallet usage with packages, memberships and loyalty flows.

How it works

A simple workflow your team can follow.

Each module is built to fit naturally into daily service, billing, customer and owner workflows.

1

Add wallet or credit

Record store credit, vouchers or wallet balances on the customer profile.

2

Apply during billing

Use available balance or voucher context during checkout.

3

Keep history

Customer records show wallet movement and payment context.

Use cases

Where businesses use it.

Advance payment

Track customer credit for future services.

Voucher redemption

Make promotions easier to apply and record.

Package connection

Use wallet alongside memberships or prepaid session offers.

Product view

A focused module inside the full Business OS.

The screenshot is a representative Yepsta product or workflow visual using existing approved site assets.

Yepsta dashboard screenshot for business operations

FAQ

Questions, answered clearly.

Is customer wallet included in every Yepsta plan? +

Yes. Yepsta plans do not restrict modules by plan. This workflow is part of the complete Yepsta Business OS; plans differ by location capacity.

How does this help a service business day to day? +

It keeps the related customer, staff, billing and owner context in one place so teams can reduce manual registers, repeated data entry and scattered follow-up.

Can a small team use it without heavy setup? +

Yes. The workflows are designed for Indian SMB service teams that need practical daily control, not a long enterprise implementation project.

Does it work with other Yepsta modules? +

Yes. Yepsta shares context across website, storefront, appointments, CRM, billing, inventory, reviews, reports and staff workflows so the module does not sit separately.

Next step

See how wallet fits your business workflow.