Wallet
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Table of Contents
Use Finance Hub > Wallet to review a customer’s credits and payment information.
Open an organization’s wallet
- Open Finance Hub and select Wallet.
- Search for the customer organization by its ID, name or number.
- Select the matching organization.
Review the displayed Usable credits, Current balance, Reserved credits, Amount due and Credit limit.

Configure a customer credit limit
Make financial changes only when your organization authorizes you to do so.
- In the selected customer’s wallet, select Configure under Credit Limit.
- Enter the new credit limit.
- For a temporary increase, enable Temporary increase and enter the number of days.
- Select Save.
Find domain payment defaults
Domain defaults are managed in Finance Hub > Configurations > Payment & credit. These defaults apply to newly created customers and can be overridden for an individual customer. They are separate from a selected customer’s credit limit.
View an external customer’s wallet
On domains that support external customers, one search finds organizations and external customers. Search by organization name or ID, or by customer name or contact. Up to 10 matches are shown, labelled Organization or External. Select the result labelled External.
Domains that do not support external customers continue to show organization wallets.
Review the balance details and use Configure under Credit Limit to change the credit limit, with an optional temporary increase.
Auto Top-up, Subscription Renewal, stored credit cards, Favorites and Config default payment are not available for external customers.
Favorite organizations
Select the star beside an organization’s name to add it to your favorites. Use Favorites to return to the organizations you have saved.
Organization billing options
For customer organizations, the wallet can also show expected invoice information, payment scheme and automatic top-up settings, depending on the customer’s configuration. These organization options do not establish availability for an external customer.