Managing wallets

The working area

WooCommerce → Elite Balance is where staff work:

• Overview: totals at a glance (balance liability, reserved by holds, wallet counts, 30 day flow), anything currently running, the latest ledger activity, and an add-funds-to-any-customer quick action.
• Wallets: the searchable list of every wallet. Row actions: manage the wallet, view its transactions, edit the user.
• Bulk operations: audiences, bulk credit and debit, CSV import, and the operation history. Covered in Bulk operations.
• Transactions: the full ledger with filters, and CSV export.
• Tools: occasional utilities, always in the same place. Migration lives here, and the latest migration report stays readable with its stats; covered in Migrating from another wallet plugin.

Administrators and shop managers can manage wallets. Developers can remap the capability if your store uses custom roles.

Adjusting a single customer

From the wallet screen (or the same form on the user’s profile page), enter an amount, pick credit or debit, and pick a reason. Reasons are required on every adjustment; choose a preset or “Other” to type your own. An optional note adds detail, and everything lands in the ledger with your name on it.

Reasons and notes stay internal. Customers see a neutral “Balance adjustment” in their history; your team’s words never leak into customer emails or the wallet page.

The Notify the customer checkbox controls whether the credited or debited email sends for that adjustment (on by default for single adjustments).

If you submit the same form twice (double click, browser refresh), the second submission replays: the balance changes once and a notice tells you so. That is the ledger’s idempotency working.

Locking a wallet

Lock a wallet to freeze spending during a dispute or investigation. A locked wallet:

• Refuses new spending: the checkout gateway, partial payment, and manual debits.
• Still accepts credits and refunds, and still completes reservations already placed, so nothing gets stranded.

Unlock at any time; both actions are recorded. Lock and unlock are also available as bulk actions on the wallets list.

Reading the ledger

The Transactions tab shows every movement with its running balance, filterable by type, customer, and source, with drill-downs from bulk operations to their exact rows. The CSV export respects your filters. For a mathematical integrity check of every wallet against its own history, run wp rb-elbal reconcile (see WP-CLI).

Privacy tools

Elite Balance plugs into the WordPress privacy tools (Tools → Export Personal Data and Erase Personal Data). An export request includes the customer’s wallet summary, their stored birthday, every withdrawal request with its payout details, and their transaction history with the customer-visible notes (staff reasons never leave the ledger). An erasure request blanks the payout details on all of their withdrawal requests (the same operation the retention sweep performs on a schedule) and removes the stored birthday; the wallet, its ledger, and the withdrawal request records are financial records, so they are retained and the erasure response says exactly that.