Retainful Wallet: Complete Customer Guide

Moreover, with wallets, you’ll get additional monthly credits added to your wallet automatically.

• Free Plan: $1 free credit (one-time only)

• Starter Plan: $1 free credit (Every month)

• Growth Plan: $49 free credit every month (updates every month when plan is upgraded)

Best Practices to use the Wallet

• Maintain a Sufficient Balance

• Regularly monitor your wallet balance and top it up in advance to avoid any service disruptions.

• Enable Low Balance Alerts.

• Turn on notifications to get alerted when your balance drops below a certain threshold.

• Enable auto-reload to automatically top up your wallet when the balance falls below your set minimum.

• Review Transaction History.

• Periodically check your wallet transaction history to track charges and ensure transparency.

• Link a Reliable Payment Method

• Make sure your linked card or payment method is valid and up to date to avoid failed top-ups.

How to Use Retainful Wallet:

The Retainful Wallet helps you easily manage your prepaid balance for services like SMS, AI features, and WhatsApp messages. Below is a step-by-step guide on how to access, top up, and manage payments within your Retainful Wallet.

Step 1: Accessing Your Retainful Wallet

1. Log in to your Retainful dashboard.

2. Navigate to Settings from the main menu.

3. Click on Billing.

   

4. In the Billing page, select the Wallet tab.

You’ll now be taken to the Retainful Wallet page, where you can view your current wallet balance, track your recent transactions, check your wallet usage, and manage your wallet settings as needed.

Step 2: Top Up Your Wallet (Auto Deduction Method)

1. On the Retainful Wallet page, click on the “Top Up” button.

2. Once added, the amount will be automatically deducted from your wallet based on your usage for SMS, AI, and WhatsApp features.

This ensures uninterrupted service for your automations.

How to do Manual Payment via Invoice

If there’s an error with auto top-up (due to incorrect email ID or card issues), you can manually make a payment through an invoice. Here’s how:

1. Go to Settings and click on Billing.

   
2. Under the Summary section, choose View Invoice History.

   
3. Click on Pay to make a manual payment against your outstanding invoice.

   

You’ll be able to pay for your wallet manually this way, and services will resume once the payment is processed.

Wallet Alerts

To ensure you are never out of funds:

• Low Balance Alerts are enabled for both Shopify and WooCommerce.

• You will receive a notification when your wallet balance falls below a safe threshold.

Auto Top-up (WooCommerce Only)

• Helps maintain uninterrupted delivery.

• WooCommerce users can enable Auto Top-up, which will automatically recharge the wallet when the balance falls below a preset amount.

Billing and Invoice Tracking

You can view detailed billing for usage:

• After each SMS is sent, the wallet is automatically debited.

• These transactions are logged and shown in your invoice.

To view your invoice history:

1. Go to Settings and select the Billing option.

2. Click on Summary

3. Select View Invoice History