Help Center

Understanding Monthly Wallet Top-up Receipts

Monthly Wallet Top-up Receipts provide a straightforward method for agencies to maintain a monthly record of prepaid credits added to their wallet within the CRM. These receipts help distinguish wallet funding activities from other billing documents, simplifying reconciliation and financial tracking.

Key Benefits

Using Monthly Wallet Top-up Receipts offers several advantages:

Consolidated Monthly View: Access all wallet top-up transactions for a chosen month in a single document.
Clear Financial Separation: Keep top-up records distinct from tax invoices and usage receipts.
Simplified Reconciliation: Easily align monthly wallet funding with internal accounting records.
Downloadable Documentation: Obtain a PDF receipt for payment verification and archival purposes.

What's Included in the Receipt

The PDF receipt contains essential details to verify wallet funding activities for the specified month. Each document includes:

Receipt number
Receipt date
Billed-to information
Issued-by details
Itemized list of recharge transactions
Payment method used
Total top-up amount

How to Download Monthly Wallet Top-up Receipts

No configuration is needed to use this feature. Once available, you can download receipts directly through your billing dashboard:

Log into your agency account and navigate to Settings > Billing.
Select Wallet & Transactions.
Open Invoices.
Click Download Receipt to obtain the PDF for your desired month.

Frequently Asked Questions

Do I need to enable Monthly Wallet Top-up Receipts before using them?

No. The feature requires no manual setup and is available automatically.

What types of transactions appear on these receipts?

Receipts include manual recharges, auto recharges, and ACH/manual recharges processed during the selected month.

Is a Top-up Receipt the same as a Tax Invoice?

No. Top-up Receipts are separate documents from both Tax Invoices and Usage Receipts.

Can I retrieve receipts for months prior to June 2026?

Receipts for earlier periods may be generated on a case-by-case basis through retrospective processing.