How to manage Wallet in MyPortal?

My Wallet is an important part of MyPortal as all financial transactions are done through this. Having a clear idea about all of its components will give a transparent picture of business transactions. My Wallet can be found by clicking the Wallet option of MyPortal Menu. There are several sections in My Wallet, showing various necessary information regarding monetary transactions.

MyWallet

At first, the Wallet Balance section, where available balance is shown. The actual balance which can be used to subscribe or renew packages is shown here. On the bottom of this section, there is a Pay Invoices link. By clicking the Pay Invoices link you will be directed to the Invoices section of Billing of MyPortal Menu. All invoices or bills with their details and status are listed in the Invoices. Any specific bill can be found there easily and payment can be made against that bill, if unpaid, using the available Wallet Balance. Then comes the Add Money section. Payments can be sent and balance can be added to My Wallet by following a few simple steps through the Add Money section. There are two methods of adding balance. Customers can send payment to designated bank account(s) through direct bank payment or wire transfer. Then, they need to add details of their payment into the Add Money by Bank option of My Wallet. By doing this, they initiate a cash-in request. As soon as we receive their payment in our bank, we will update their Wallet Balance accordingly and the new available balance will be shown on the Wallet Balance section.

A simple article on “How to add money to My Wallet in MyPortal?” can guide you step by step with pictures. have a look !

Customers can also send payments using PayPal Service, which is integrated with My Wallet. They just need to follow a few simple steps of the PayPal option from the Add Money section. In this process, Wallet Balance will be added much faster than bank payment.

Show All

In addition to adding money for package subscription or renewal, there are other useful features of My Wallet. There are Recent Cash In, Recent Cash Out, Recent Refund sections. These sections will show you all of the recent transactions you have made using My Wallet. One can see details of each section by clicking the “Show All” option of respective sections. Inside the Show All option there are easy filtering options, which will help to find a specific transaction quickly.

Like in the Recent Cash In section, all transactions with their details of adding balance into My Wallet are shown here.

Initially, Cash-In transaction will show zero balance. When the payment will be received into our bank account or PayPal account, then the exact received amount will be displayed here, after deducting transaction cost, if any. If you want to know more about recent cash-in transactions, click on the “Show All” link. Inside this, you can find a filter option which will help to find cash-in transactions easily based on payment method, e.g. PayPal or Bank, and based on transaction date range. You can also know more details of each transaction by clicking the down-arrow beside each transaction.

Cash in Details

Then, in the Recent Refund section, you will be shown transactions which are refunded, incurred due to package migration or package cancellation. Refund transactions will show status as "Not Adjusted" initially, with zero balance. Status will be updated after successful approval of the refund request and then the refunded amount will be displayed. Clicking on the “Show All” link, you will be directed to a more detailed page for refund transactions. There is also a filter option which will help to find refund transactions easily based on transaction date range. You can also know more details of each transaction by clicking the down-arrow beside each transaction.

Refund Details

In the Recent Cash Out section, all transactions incurred due to package subscribe, renewal or upgrade, are shown here, with details. If you need to know more about recent cash-out transactions, click on the “Show All” link. Inside this, you can find a filter option which will help to find cash-out transactions based on cash-out reason, e.g. new subscription order or package renewal, and based on transaction date range. You can also know more details of each transaction by clicking the down-arrow beside each cash-out transaction.

Cash Out Details

Beside all these useful sections, there is a Refresh button, just beside My Wallet heading. Clicking this will load the page with respective new changes if there is anything.

My Wallet is a secured and automated process. Customers’ bank or card details need not to be shared or stored here. Customers can use their My Wallet Balance whenever they want to subscribe to a package from Store or to renew their subscribed packages. But Wallet Balance is not transferable, nor adjustable.


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