Updating Wallets

Wallets can be updated by Network users with the Wallet Manager permission.

Prerequisites

• You are logged in as a Network user
• You have the Wallet Manager permission

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If you cannot see Wallets or the More (⋮) menu, ask your admin to grant Wallet Manager.

Steps to Update a Wallet

1. Go to Settings › Supplier, then select the Advertiser
2. Click Wallets
3. Find the wallet, click the More icon (⋮), and select View Transactions
4. To add funds, click + Add Credit Note, enter an Amount and Description, then Save
5. To deduct funds, click − Add Debit Note, enter an Amount and Description, then Save

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Important: Once a credit note or debit note has been added, it cannot be removed.

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A full step-by-step guide is available below to walk you through each stage with screenshots and instructions.

Tips

• Descriptions matter: Add clear reasons for credits and debits to simplify finance reconciliation later
• Check dates: Make sure wallet Start and End dates cover the period you are funding
• Audit trail: Use View Transactions to review all changes before creating new notes

Troubleshooting

• Cannot add a note: Confirm you have Wallet Manager permission
• Wrong wallet: Verify you selected the correct Advertiser and wallet
• Need to reverse a note: Notes are permanent, create an offsetting note instead