How user balance and top-up work

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The user tops up the balance on the "Finance" page using the same payment methods as for orders; the administrator can credit or debit manually.

  1. Enable payment methods in the "Payment acceptance" tab — top-up accepts the same methods, except quotes.
  2. The user opens the /finance page, in the "Balance top-up" block enters an amount in the "Top-up amount (₽)" field and clicks "Pay" — the order page opens with method selection.
  3. The balance button in the menu is provided by an item with the informer_finance module. In its "Module settings" window there are "Hide when balance is positive" and "Hide when balance is zero".
  4. Manually: "General settings" (/look-admin) → "Finance" → "Credit / debit funds". Specify the "User", "Amount" (positive — credit, negative — debit), "Comment", and click "Add transaction".

After online payment, the amount is credited automatically, exactly once. For invoice payment, set the order to "Paid" — the money will be credited at that moment. If a paid top-up is canceled or refunded, the amount is debited back.

The user sees unpaid top-ups on /finance in the line "Awaiting payment:". The balance is always in rubles, even in a language with another currency. A negative balance is highlighted in red in the menu and is not hidden.

If it didn't work

  • "Online payment is not yet connected on the site". There is not a single enabled payment method for this page's language.
  • The balance button is not visible. It is not shown to guests; also check the hide checkboxes in the item settings.
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See also

How to enable the cart and the "Add to cart" buttonAdd the ready-made field "Add to cart button" to an object, place the cart informer in the menu and specify the cart page address in it.How to create a cart page and checkoutA section with the forms module, the "Items in cart" field, customer fields, and a button with the "Pay" rule — submitting the form becomes an order.Where to view orders and how to mark paymentOrders for each form are stored in their own table — the list of tables is at the bottom of the "Payment acceptance" tab; the status is changed on the order page.How to enable card paymentsThe "Payment acceptance" tab in "General settings": T-Bank and PSB — Russian cards in rubles, PatDy — foreign cards in dollars. Each has a test mode.

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