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Wallet top-ups allow you to add credits to customer wallets, ensuring continuous service availability. Flexprice supports two top-up methods: manual top-up for on-demand credit additions and automatic top-up for maintaining minimum balance thresholds.

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Manual Top-Up

Manual top-ups provide flexibility to add credits on demand. You can issue free credits for promotions and compensations, or process purchased credits through standard payment methods.

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Adding Credits Manually

1

Access the Wallet

Navigate to the customer’s wallet and click Top-up Wallet in the top right corner
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2

Configure Credit Amount

In the top-up dialog, select your credit type and enter the amount to add to the wallet
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3

Confirm

Click Add Credits to complete the top-up

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Automatic Top-Up

Automatic top-up ensures uninterrupted service by automatically recharging wallets when they fall below a specified threshold. This eliminates manual monitoring and prevents service disruptions due to insufficient balance.

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Configuring Auto Top-Up

1

Enable Auto Top-Up

During wallet creation, toggle Recharge Wallet Automatically
2

Set Trigger Threshold

Define when auto top-up should activate (e.g., when balance falls below $100)
3

Configure Minimum Balance

Enter the minimum balance threshold that triggers automatic recharge
4

Define Top-Up Amount

Specify the amount to add when auto top-up is triggered (e.g., 100,100, 500)
5

Save

Click Save changes to activate auto top-up
6
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Credit Types Supported

Flexprice supports multiple credit types to accommodate different billing scenarios:

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Free Credits Top-Up

Promotional or complimentary credits added without requiring payment. Common use cases:
  • Welcome bonuses for new customers
  • Promotional campaigns and special offers
  • Service credits for issue resolution
  • Customer loyalty and retention programs

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Purchased Credits Top-Up

Purchased credit top-up refers to credits that a customer buys. We support two types:
  • Purchased Credits - Immediate credit addition
  • Purchased Credits (With Invoice) - Invoice-based top-up with payment tracking

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Purchased Credit Top-Up (with Invoice)

The invoice-based top-up workflow provides comprehensive payment tracking and record-keeping for credit purchases.

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How It Works

When you select Purchased Credits and enable Generate Invoice, Flexprice initiates the following flow:
1

Top-Up Initiated

You select Purchased Credits and enable Generate Invoice in the top-up dialog, then click Add Credits
2

Invoice Created

An invoice is automatically generated and finalized with payment status Pending. The invoice contains the credit purchase details and is visible in your invoice list
3

Transaction Logged

A wallet transaction is created with status pending and transaction reason PURCHASED_CREDIT_INVOICED. The transaction is linked to the generated invoice
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4

Credits Hold

Credits remain unavailable and are not added to the wallet balance. The wallet balance remains unchanged until payment is confirmed
5

Record Payment

Credits get available only after the payment is followed through. When the invoice payment status becomes Succeeded, the wallet balance gets topped-up.
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You can either Record Payment or Update Payment Status directly to confirm payment.
  • Record Payment - A payment record is created for the invoice supporting tracking and reconciliation. Payment can be recorded through following methods:
    • Offline Payment - Record payment that was processed outside the system.
    • Payment Link - Generate a payment link for online payment. Payment status gets updated when payment is successfully processed through the payment gateway. If you want to know more about the payment_link behavior, check out Stripe Payment Link & Checkout for configuration instructions.
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  • Update Payment Status - Invoice payment status changes from Pending to SUCCEEDED for API responses) After the payment is completed, the invoice status is updated to confirm successful payment.
6

Credits Available

Once payment is confirmed and the invoice is marked as paid:
  • Transaction status changes from pending to completed
  • Credits are immediately added to the customer’s wallet
  • Wallet balance is updated and credits become available for use
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For complete transaction lifecycle details, check out Purchased Credits (Invoiced) in the Wallet Transactions documentation.
Payment Gateway Required — Payment recording requires a configured payment gateway. For Example, Refer to Stripe Connection Setup for configuration instructions.

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Credit Activation

Once payment is recorded and the invoice is marked as paid:
  • Credits are immediately added to the customer’s wallet
  • Transaction status updates to completed in wallet history
  • Credits become available for immediate use

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When to Use Invoice-Based Top-Ups

Financial Record Keeping
  • Maintain detailed audit trails for all credit purchases
  • Separate wallet top-up revenue from service charges
  • Generate comprehensive transaction histories for accounting
Enterprise Workflows
  • Support purchase order and approval processes
  • Enable invoice-based payment for corporate customers
  • Provide formal documentation for business expense tracking
Compliance and Reporting
  • Meet regulatory requirements with detailed financial records
  • Generate reports for credit purchase analysis
  • Track customer acquisition and spending patterns