Elite Balance gives every customer in your store a wallet. You can refund orders as store credit, and customers can pay with their wallet at checkout, earn cashback and rewards, add money themselves and, if you allow it, withdraw it. Every change to a wallet is recorded, so you can always see how a balance was reached. This documentation covers Elite Balance 1.1.0.
Contents
↑ Back to topSetup and configuration
↑ Back to top- Installing Elite Balance: requirements, buying and installing, what activation sets up, and how updates work.
- Getting Started with Elite Balance: a 10-minute tour: credit a customer, pay from the wallet, refund to it, and read the ledger.
- Settings Reference: every setting, what it does and its default, including the payment method settings.
- Migrating from Another Wallet Plugin: bring customer balances, and their earlier wallet history, across from TeraWallet, WP Swings, YITH or WooCommerce Account Funds.
Payments and refunds
↑ Back to top- Checkout and Wallet Payments: how customers pay with their wallet, fully or partly, and the optional wallet discount.
- Refunds to Wallet: refund orders to the customer’s wallet as store credit, including orders paid fully or partly from the wallet.
- Top-ups (Add Funds): let customers add money to their own wallet.
Rewards and withdrawals
↑ Back to top- Earning Rules and Cashback: reward customers with cashback, top-up bonuses, and signup, review and birthday rewards.
- Withdrawals: let customers ask to take money out of their wallet, then record each payout or reject it.
Day-to-day use
↑ Back to top- Managing Wallets: the dashboard, the wallet and transaction lists, one customer’s wallet, adjusting balances, holds and locking.
- Bulk Operations and CSV Import: add or remove credit for many customers at once.
- Wallet Emails: the emails customers and your team receive, and how to change them.
- Customer Wallet Page, Block and Shortcode: what customers see, and how to show their balance anywhere on your site.
Help
↑ Back to top- Troubleshooting and FAQ: fixes for common problems and answers to frequent questions.
For developers
↑ Back to topThese pages contain technical information for developers who extend or integrate with Elite Balance. You do not need them to set up or use the extension.
- WP-CLI Commands: manage wallets from the command line.
- Developer Reference: PHP functions, all actions and filters, custom migration sources and template overrides.
Questions and support
↑ Back to topSomething missing from this documentation? Do you still have questions and need assistance?
- Have a question before you buy this extension? Please fill out this pre-sales form. Please include your question and the extension’s name.
- Already purchased and need assistance? Get in touch with us via the Help Desk. Please include the site info from the Support box at the end of WooCommerce > Elite Balance > Tools in your message.
- Have an idea for a new feature? Share it on the Elite Balance feature requests board, where you can also vote for other ideas.
