Author: Livia Tay, MY
Last Updated: March 3, 2025
Checking a client's wallet balance is a crucial step for the internal team to manage customer inquiries and account-related issues efficiently. This guide provides a step-by-step process to access and review a client's wallet balance using the back-office system.
Step-by-Step
- Log In to StoneInno Backoffice
Access your Stoneinno backoffice account. Kindly refer image 1.1.24.1a for detailed information.image 1.1.24.1a
- Navigate to Wallet Transaction History
Once logged in, go to the Reports section. Click on Wallet to access wallet-related data. Select Wallet Transaction History to view a detailed history of all wallet transactions. Kindly refer image 1.1.24.2a for detailed information.
image 1.1.24.2a
- Client Wallet Balance
The value displayed in the Balance column represents the client’s wallet balance. Kindly refer image 1.1.24.3a for detailed information.
image 1.1.24.3a
By following these steps, you can efficiently check a client's wallet balance in the StoneInno Backoffice system. This ensures accurate information for client inquiries and financial support. If additional details are needed, refer to the transaction history for a comprehensive view of wallet activity.