Customer Balance (Store Credit & Gift Cards)
Overview
Customer Balance is WAJ's store-credit feature — a running wallet of prepaid funds each client can spend with you. It appears as a tab on the client's profile, and as a payment method in checkout.
The balance card
The client's current balance is shown in green when positive, along with a Has Balance or No Balance label. Depending on your permissions, you can:
Add Balance — top up the client's balance.
Deduct Balance — reduce it (disabled if the balance is already zero).
Redeem Gift Card — add a gift card's value straight to the client's balance.
Below the balance, a transaction history shows the most recent activity, with a link to the full history if you need to look further back.
Adding or deducting balance
Tapping Add Balance or Deduct Balance opens a dialog: enter an amount greater than zero, and optionally a note explaining why. If you try to deduct more than the client currently has, WAJ blocks it with an "insufficient balance" message — you can never take a client's balance below zero this way.
Redeeming a gift card into balance
Enter a client's gift card code and its value is added straight to their balance — a way to convert a gift card into flexible store credit. WAJ confirms if the redemption succeeds, or lets you know if the code isn't valid.
Spending balance at checkout
When a client is selected in checkout and has a balance, a Customer Balance payment tile becomes available (requires the View customer balance permission). It shows the available balance, how much you're applying to this sale, and what the balance will be afterward.
The amount you can apply is automatically capped at whichever is smaller: the client's available balance, or the amount still owed on the sale — you can never accidentally over-apply it.
How balance can change
Every change to a client's balance is logged as one of these transaction types:
Balance Added (added manually by staff) or Balance Credit (added automatically by the system)
Balance Deducted or Balance Debit
Used for Payment — spent at checkout
Gift Card Redeemed — added via a gift card code
Refunds can also credit a client's balance, giving you a way to make a customer whole without a cash or card refund.
Notes & limitations
Balance is tracked per client, per business, and per currency.
A client's balance can never go negative — every deduction, payment, and refund is checked against the current balance before it's applied, both in the app and on WAJ's servers.
Balance changes are permission-gated: viewing, adding to, and deducting from a client's balance, and redeeming gift cards into it, are each controlled separately.