Wallet List

What is this?

A table of every client wallet, with summary cards (Total Wallets, Active Wallets, Total Balance, Credits Given, Total Debits, Pending Adjustments, Negative Wallets, Frozen Wallets) and a breakdown panel (USD total, negative/frozen counts, highest balance, last activity).

How to open it

Billing → Wallet → Wallets list.

How to use it

1. Use Unapplied Overpayments, Approval Queue, and Manual Adjustment at the top for related workflows.
2. Click a Wallet ID to open its detail page.
3. Add Wallet Credit opens a form to credit/debit a wallet directly (see Wallet Details).

Common problems

Problem: The Client column shows "—" for every wallet.
Why it happens: Confirmed in this audit to be a genuine data gap on this tenant, not just a display issue — the wallets inspected have no client actually linked in their record.
How to fix: Confirm with your team whether these wallets were created outside the normal client-assignment flow; flagged as Needs Verification in the QA report.