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Overview

Every action that affects a wallet balance is recorded as a transaction. The Transactions section provides a complete audit trail of all wallet activity, making it easy to track credits, debits, and monitor account balances.
Wallet Transactions

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Transaction Types

Wallet transactions fall into three main categories based on how they affect the wallet balance:

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Free Credits Added

Free Credits Transaction
Promotional or complimentary credits added directly to the wallet: Characteristics:
  • Credits are immediately available for use
  • Balance updates instantly
  • No payment or invoice required
  • Reflected with a positive amount (e.g., +100 $)
Common Use Cases:
  • Welcome bonuses for new customers
  • Promotional campaigns
  • Service compensation
  • Customer loyalty rewards
  • Trial credits
Example: You add $100 in free credits as a welcome bonus for a new customer. The credits are immediately available, and the customer can start using them right away.

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Purchased Credits (Invoiced)

Free Credits Transaction
Credits purchased by the customer that are linked to an invoice: Characteristics:
  • Transaction remains in pending state until invoice is paid
  • Balance is not updated while pending
  • Credits become available only after invoice payment
  • Reflected with a positive amount (e.g., +20 $)
Payment Flow:
1

Purchase Initiated

Customer purchases credits and transaction is created in pending state
2

Invoice Generated

An invoice is automatically created for the purchased amount
3

Payment Pending

Transaction remains pending while waiting for invoice payment
4

Payment Received

When the invoice is paid, transaction status updates to completed
5

Credits Available

Wallet balance is updated and credits become available for use
Common Use Cases:
  • Enterprise customers with NET payment terms
  • Credit packages sold with invoicing
  • Prepaid purchases requiring payment confirmation
  • Customers who prefer invoiced billing
Example: A customer purchases 500 credits worth $500. The transaction shows as “Purchased Credits (Invoiced)” and remains pending. Once the customer pays the invoice, the transaction completes and the credits are added to their wallet balance.
Pending State: While a purchased credit transaction is pending, the wallet balance remains unchanged. This ensures credits are only added after payment confirmation.

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Auto-Complete Purchased Credit Transactions

For automated payment flows, you can enable the AutoCompletePurchasedCreditTransaction setting for your account. When enabled:
  • Purchased credit transactions are created directly as completed instead of pending
  • Credits are added to the wallet immediately upon transaction creation
  • Invoice is still generated but marked as paid automatically
  • Useful for automated payment systems where payment is guaranteed
When to Enable:
  • Integration with pre-authorized payment methods
  • Automated billing systems with payment confirmation
  • Trust-based credit purchases for verified enterprise customers
Note: This setting bypasses the pending state entirely. Only enable if you have a reliable payment confirmation mechanism in place.

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Debited

Free Credits Transaction
Credits deducted from the wallet for usage, payments, or manual adjustments: Characteristics:
  • Credits are immediately removed from wallet
  • Balance updates instantly
  • Reflected with a negative amount (e.g., -30 $)
  • Cannot be reversed once completed
Common Use Cases:
  • Feature usage charges (API calls, storage, etc.)
  • Subscription fees paid from wallet
  • Invoice payments using wallet credits
  • Manual balance adjustments by admins
  • Service consumption
Example: A customer uses 30 credits during the billing period for API calls. The wallet is debited by 30 credits, reducing their available balance.

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Transaction Details

Each transaction record in the Transactions section includes:
FieldDescription
TransactionsType and description of the transaction
Payment DateDate when the transaction was created or completed
Expiry DateWhen credits expire (if applicable, otherwise shown as --)
PriorityProcessing priority for credit consumption (shown as -- if not set)
AmountTransaction amount in currency and credits

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Understanding Transaction Amounts

Transaction amounts are displayed in two formats:
  • Currency Amount: Dollar value (e.g., +100, -30)
  • Credit Amount: Credit units (e.g., +100 credits, -30 credits)
Positive amounts (+) indicate credits added to the wallet
Negative amounts (-) indicate credits removed from the wallet

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Accessing Transaction History

View complete transaction history for any customer wallet:
1

Navigate to Customer Wallet

Go to Billing → Customers → Select customer → Wallet tab
2

Scroll to Transactions Section

Scroll down to the Transactions section below the wallet details
3

Review Transaction History

View all transactions with type, date, amount, and status information

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Transaction States

Understanding transaction states helps you monitor payment flows and credit availability:

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Completed Transactions

  • Credits are available for use
  • Balance has been updated
  • Transaction is finalized and cannot be changed
  • Applies to: Free credits, paid invoiced credits, and debits

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Pending Transactions

  • Credits are not yet available
  • Balance has not been updated
  • Waiting for invoice payment
  • Applies to: Purchased credits (invoiced) only
Monitoring Pending Transactions: Keep an eye on pending transactions to ensure invoices are paid promptly. Pending credits won’t be available until payment is received.

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Use Cases

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For Finance Teams

💡 Audit Trail: Complete transaction history for accounting and compliance 💡 Reconciliation: Match wallet transactions with invoices and payments 💡 Revenue Tracking: Monitor purchased credit transactions and payment flow

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For Customer Support

💡 Quick Reference: Review transaction history when resolving customer inquiries 💡 Balance Investigation: Understand why a customer’s balance changed 💡 Payment Status: Check if purchased credits are pending or completed

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For Analytics

💡 Usage Patterns: Analyze customer spending and credit consumption trends 💡 Credit Utilization: Track how customers use free vs. purchased credits 💡 Payment Behavior: Monitor invoice payment timelines for purchased credits