The Client Wallet in RISE allows admins to manage advance payments received from clients. These payments are stored in the wallet and later distributed to invoices as required.
This feature is useful for businesses that collect prepayments or deposits from clients and want to apply them to future invoices.
Enabling Client Wallet
To enable the Client Wallet feature:
- Navigate to Settings > Sales & Prospects > Payment methods
- Edit the Client Wallet to Enable
Once enabled, the wallet option will appear in the client’s profile.
Adding Payments to Client Wallet
- Go to Clients > Select a client
- Open the Payments tab
- Select Wallet
- Click Add Payment and enter the payment details
- The balance will be stored in the client’s wallet
After these, when you'll add payments manually to any invoice, you'll get the option to select client wallet in the payment method list.