Advanced Features
Wallet
Effortless Wallet Management for Streamlined Transactions
The Wallet feature in BizCore provides a robust platform for managing funds, tracking transactions, and configuring settings. Users can monitor balances, manage transactions, and set preferences for auto payments and withdrawals, offering admins and clients a streamlined financial process.
Wallet Feature Benefits
Key Features
Explore key functionalities like transaction management, customizable settings, and flexible withdrawal methods, designed to enhance financial efficiency within BizCore.
Wallet Dashboard Overview
View a comprehensive summary of wallet activities, including total funding, debits, and current balance estimates across all wallets. This feature provides an at-a-glance overview of your financial status, allowing both admins and users to monitor all wallet-related activities and maintain clear financial control with up-to-date information.
Transaction Management
Track and manage all wallet-related transactions with detailed views including invoice numbers, transaction amounts, payment modes, and descriptions. This feature ensures that every financial movement within the wallet is accurately recorded, enabling you to review and audit transactions with ease, enhancing transparency and accountability.
Customizable Wallet Settings
Set specific configurations for minimum and maximum funding/withdrawal amounts, tax settings, and allowed payment methods. This feature provides flexibility in how the wallet is managed, allowing you to tailor the financial operations to meet your business’s unique requirements, ensuring smooth and efficient wallet management.
Auto Payment for Overdue Invoices
Automate payments for overdue invoices directly from the wallet, ensuring timely settlements without manual intervention. This feature reduces the risk of missed payments, streamlines financial processes, and ensures that all outstanding obligations are met promptly, enhancing your financial efficiency.
Payment Reversal Options
Allow the reversal of transactions directly within the wallet, providing flexibility in managing financial discrepancies. This feature offers a safeguard for correcting errors or handling disputes, ensuring that all transactions can be adjusted as needed, maintaining the accuracy of your financial records.
Flexible Withdrawal Methods
Enable users to withdraw funds through various methods such as PayPal and bank transfers, offering a user-friendly experience. This feature enhances the convenience and accessibility of your wallet, providing multiple options for users to manage and withdraw their funds, thereby improving overall user satisfaction.
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