Lesson 56 of 64
Store content & customers
Review wallets, holds and transfer requests
Distinguish wallet balance, available funds, held amounts and transaction references.
Before you begin
Have wallet permissions and verified evidence for the customer and any proposed adjustment.
Step by step
- Open Wallet and locate the exact customer wallet and currency.
- Review total balance, available balance and holds before promising spendable funds.
- Inspect transactions and source references to explain credits, debits and held funds.
- Review transfer requests through the available workflow and verify source, destination, amount and status before a permitted decision.
- For a permitted adjustment or hold action, record its reason and recheck the resulting transaction and balances.
Check the result
Each change should have a source and leave total, available and held balances consistent.
Common question
Why is available balance lower than total balance?
Review active holds and transaction status. Do not assume every credited amount is immediately available.