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How to accept order payments with e-Wallet

To make a prepayment or non-cash settlement without actual cards at office canteens, resorts or hotels, you can use e-Wallets

To make a prepayment or non-cash settlement without actual cards at office canteens, resorts or hotels, you can use e-Wallets. For example, there are cases when parents don’t want to give the child cash for lunch in the cafeteria. Instead, they top up the e-Wallet at Poster to use this money to pay for lunch at school.

All you need to do is to enable e-Wallet, top up the customer’s account and accept the payment with e-Wallet.

☝️ Deposit accounts are available in Business and Pro pricing plans:

  • in Ukraine, Kazakhstan, Poland and Armenia you can top up a deposit account only with cash;
  • in other countries you can top up your guest's account with cash or by a wire transfer.

e-Wallet setup

To enable e-Wallet:

  1. Open the tab Marketing → Customer groups in the management console.
  2. Add bonus or discount customer group or click Edit next to the existing one.
  3. Check Customers of this group can have e-Wallet balance.
  4. Click Save.

☝️ By default the tax is not applied for topping up a deposit account.

e-Wallet top up

☝️ You can’t top up your e-Wallet from the customer card at the management console. To transfer the funds (cash or non-cash) to the customer’s e-Wallet, top up e-Wallet from the point of sale.

To top up e-Wallet:

  1. Go to the Customer tab in the upper left-hand corner of the order window.
  2. Select the customer from the list and click Top up in the e-Wallet balance block.
  3. Enter the amount and click:
    1. Top up with cash and put cash into the cash drawer. Poster will add an income transaction to the cash shift;
    2. Top up with card and pay using payment terminal. After this, the transaction “e-Wallet top up” will appear automatically in the tab Finances → Transactions.
  4. Click Done.

Use e-Wallet for order payment

If the customer topped up their account and wants to use it, accept the payment using e-Wallet. To pay with e-Wallet:

  1. Apply needed customer to the order.
  2. Go to the Receipt tab and click Pay.
  3. At the payment window choose Use e-Wallet.
  4. Click Pay.



How to check when a guest topped up their deposit account

To find out the date, time, and amount of a deposit top-up, open Finances → Transactions in the management console and filter transactions by the “Deposit top-ups” category.

A deposit top-up is displayed as a separate income transaction.


How to find a deposit top-up in financial transactions

  1. Open Finances → Transactions in the management console.
  2. In the upper-right corner, click the calendar and select the date or period when the guest may have topped up their deposit.
  3. Click Account and select Cash account. This is the cash account linked to the location.
  4. Click Category and select “Deposit top-ups”.

Poster will show all deposit account top-ups for the selected period.


Check a deposit top-up in a cash register shift

Once you know the deposit top-up date from the transactions, find the cash register shift in which it was recorded:

  1. Open Finances → Cash register shifts in the management console.
  2. In the upper-right corner, click the calendar and select the deposit top-up date.
  3. Open the required cash register shift.
  4. Find the transaction with the Income type and the comment «Client topped up the deposit account with cash».

Check the client's total deposit balance in the management console under Marketing → Customers.

☝️ If you delete receipt, which the customer paid with an e-Wallet, the written-off amount will be returned to his account.

​View payment reports to figure out how often your customers pay with e-Wallets.