Wallet & Credits

Manage your clients' credit wallets. The wallet system lets clients pre-load a balance and use credits to pay for orders, with a configurable bonus to incentivize larger top-ups.

Prerequisites

• An active Owner account on DTFPro
• Wallet enabled under Settings → Wallet
• Logged in to the admin panel at admin.dtfpro.com.br

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How the Wallet Works

Each client has an individual digital wallet (individual / PF) or a shared company wallet (business / PJ). The process is straightforward:

1. The client requests a credit top-up in the portal
2. The client makes the payment (Pix) and uploads the proof
3. You validate the top-up in the finance panel
4. The balance is credited to the client's wallet, including the bonus
5. The client uses the balance to pay for orders directly at checkout

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Access Wallets

In the side menu, click Wallet. You will see a list of wallets with:

• Client or company name
• Type: PF (individual) or PJ (business)
• Current balance in R$
• Total historically credited
• Total used in orders

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View a Client's Balance and Transaction History

1. In the wallet list, click the client's wallet
2. You will see the current balance summary
3. Below, the transaction history shows all movements (paginated):
   • Credit — validated top-up (amount + bonus)
   • Debit — amount used to pay for an order
   • Date and time of each transaction
   • Order reference (for debits)

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Add Credits Manually (Without a Client Top-Up Request)

As an owner, you can add credits directly to a client's wallet without going through the top-up flow:

1. In the wallet list, click the desired wallet
2. Click Add Credits
3. Fill in:
   • Amount (R$) — the amount to credit
   • Note — reason for the manual credit (e.g., "Referral bonus", "Compensation for order #PH-0042")
4. Click Confirm

The balance is added immediately. This operation is recorded in the transaction history as Manual Credit.

Attention

Manually added credits do not go through the proof submission flow. Use only for adjustments, bonuses, or compensations.

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Validating Client Top-Up Requests

When a client requests a top-up through the portal, the flow goes through the Finance module:

1. The client creates a top-up request in the portal
2. The client makes the payment (Pix) and uploads the proof
3. The request appears under Finance → Pending Top-Ups
4. You validate or reject the top-up (see details in Finance)
5. When validated, the credit is applied automatically with the bonus

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Top-Up Bonus

The bonus encourages clients to top up larger amounts. Configure the percentage under Settings → Wallet → Bonus Percentage.

Example with 10% bonus:

• Client tops up R$ 500.00
• Bonus applied: R$ 50.00 (10%)
• Balance credited: R$ 550.00

The bonus is applied automatically when you validate the top-up, with no additional action required.

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Business Wallets (PJ)

Clients registered as Pessoa Jurídica (businesses) have a shared wallet among all company members:

• All members of the company can use the balance to place orders
• The company administrator is responsible for managing top-ups
• The transaction history shows which orders consumed the balance and which member placed each order

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How Clients Use Credits

At checkout in the client portal ({your-shop}.dtfpro.com.br), when the wallet is enabled:

1. The client sees their available balance on the payment screen
2. The client selects Pay with Wallet
3. The system checks whether the balance is sufficient
4. If the balance covers the full order: payment completed without needing a proof
5. If the balance is partial: the client can supplement with another method (Pix, etc.)

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Tips

• Bonus as a loyalty tool — clients with a balance in their wallet have more incentive to place new orders
• PJ wallets for corporate clients — businesses with recurring orders benefit greatly from the shared wallet system
• Credits do not expire — by default, credits have no expiration date
• Transparency — clients can view their full transaction history in their portal

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Common Issues

"The client wants to use credits but their balance shows as zero"

Check that the wallet is enabled under Settings → Wallet. Also verify that credits were added to the correct wallet — a PF client and a PJ client (company) have separate wallets.

"I added the wrong credit amount"

Credits already added cannot be edited or reversed directly. Add a new credit with a note explaining the adjustment (e.g., "Adjustment for excess credit - #PH-0042").

"The client says the balance was not deducted after an order"

Check the wallet's transaction history for a debit at the time of the order. If there is none, the order may have been paid by another method. Check the order history under Orders.

"The top-up was validated but the balance did not appear"

The balance is credited automatically when the top-up is validated. Ask the client to refresh their portal page. If it still does not appear, contact support.

"How do I disable the wallet without losing existing balances?"

When you disable the wallet under Settings → Wallet, the wallet payment option is removed from checkout, but existing balances are preserved. When re-enabled, all balances become available again.