# Retainful Wallet: Complete Customer Guide

{% hint style="info" %}
**NOTE**: The Wallet feature is available for both Shopify and WooCommerce users, but is only accessible with paid plans (not available on the free plan).
{% endhint %}

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)

{% hint style="info" %}
**NOTE**: Credit remains valid for **30 days** from the date it is added. The next installment of credit is based on your current plan and will be auto-credited after each billing cycle.
{% endhint %}

### 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.<br>

   <figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfE_onpWNGFFwYVRJ7RMU2qaLjK388vq0wLUw4X1LxbB54Y_0vR5vQptrt2OCGNvkVwv6eTn7Y8TvC0aLqompJ1JoiJ2Dk4gzC7l9TBQZ8DpHfCAcapjJMzoSxCSzL0EPgRol_nAA?key=72PvHKxcr1o6jIXS-caJ3w" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXc6mLvWkI3QNQoSJ5eydzebwrt0LgteglcHuOD-c1yUSa48nAdQ9y-CvvUDd0NavoEOD7ByA33gOQZZJitVAPC7bdI-JegrU2v5PcM0KWFodZLONpEV4CNKB2OLSuyMlsIwDaof?key=72PvHKxcr1o6jIXS-caJ3w" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcTbCaaNeSlYW4t7Y_qa8KGVltfQkwnaWmizHN4fST7Y4eDMtTI7SgPddCJnIGRYOWLUJ-l7CJwDhZFm4dEC9d1lu2Xn1Awgura6IRWyxqDEe8ZnLnn2lxAMIMwWwRzmmA-DGvJzw?key=72PvHKxcr1o6jIXS-caJ3w" alt=""><figcaption></figcaption></figure>

## 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**.<br>

   <figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXc_pBUKHQlRY82b3iEa8_GyKopdpIal46EekVq5eDqPu70ciAxXKHIXlMUDD-DL7Wz3I8JAlttUUBZWRLVTXjt-ba1RFqtV1PD9AyHOHoZYjRDxf_dGLyOr38e9t9pJBfYmwZMLUA?key=72PvHKxcr1o6jIXS-caJ3w" alt=""><figcaption></figcaption></figure>
2. Under the Summary section, choose **View** **Invoice History**.<br>

   <figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeZHrnEE2NGNGj_i7d2CBjaSHPjLlGSEkfFWB54FiZrjtlf4_zuh9Q18BeRz8qs-13tYRASBe_OGceSyXveVQtQKzmoSZgKBTOgRghbwTm_OQYCl7RyIgHetwfSGfG-K8xkBeogmA?key=72PvHKxcr1o6jIXS-caJ3w" alt=""><figcaption></figcaption></figure>
3. Click on **Pay** to make a manual payment against your outstanding invoice. <br>

   <figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXes2NYnrU0MBYbkco1jN11qw0VETa_nZulgmfwhwQvhOyFDWaXo9ShKoWVILFt50KU-A2k-Hd89hFy-3ZUpoOp6-tfFuTChszzw2Mxmw-dPwPHlw1pweRNolry2K7dyDnNuA0JaTQ?key=72PvHKxcr1o6jIXS-caJ3w" alt=""><figcaption></figcaption></figure>

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

{% hint style="success" %}
For continuous service, we recommend enabling Auto Top-up whenever possible to avoid service interruptions.

If you need help with wallet setup or payment issues, feel free to [**book a quick call with our support team**](https://zcal.co/retainful/onboarding)**.**
{% endhint %}

#### 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.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdetVEqbJUL-UPNSkk8DWX2_j4qmUNNylz9oaHqPABaTkOrsLGpCQg-Reh38vHEqudiRBh2Wbo90YWW2s34Mc9zsUuencvGP53qXx58dcnub10a0K435R-kSzG622LbNugNqPKNXw?key=72PvHKxcr1o6jIXS-caJ3w" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdZtIKIJSZO9gFyMx7IySN3at2WGLYeT828akmH30DL1QVOYaPJSdMAdFLbg9t1_HvQp7jYD0zOQf8k-ulWIwXheKaLUJJfTYQ6eHrK2L9dzLIDE4VCg_SZV-sNbrm5gM9YSiMvYw?key=72PvHKxcr1o6jIXS-caJ3w" alt=""><figcaption></figcaption></figure>

#### 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

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXc4ULX9lWNCvvdF_7rgaK0T29N92Am7k5bkEmppDQmqlh_a6AsaWOwB9dJEJA6RZvh8MK_wJLQCLaUOlSjvNPCnavvE-By0W6u4__OXW1rmwr665o4hyv4pg7lFLR9ULjoNO01aBA?key=72PvHKxcr1o6jIXS-caJ3w" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
**We’re here to make things easier for you!**

* **Email Us**: Reach out anytime at <support@retainful.com>.
* **Schedule a Call**: Still stuck or need a hands-on walkthrough? Book a quick session with our support team, and we’ll guide you step-by-step.

[**Schedule a call with us**](https://zcal.co/retainful/onboarding)**.**
{% endhint %}


---

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