Step 1 : Access Contacts
In the left menu, under the CRM section, click on Contacts
Step 2 : Search for a contact
In the search bar, enter the contact's first name, last name, email address, or physical card ID
If searching by physical card ID, add an @ at the end of the identifier. Example: FetFGJfjf@
Click on Search
Click on the contact's name or email address to open their profile
Step 3 : Access the contact's bankroll
On the contact profile, click on the Bankrolls tab
Click on Bankroll to access the bankroll details
If the message "No bankroll" appears, the contact does not yet have a linked bankroll.
Use the dropdown menu at the top of the profile, select Add a bankroll, then click Confirm to create one.
Step 4 : Credit the bankroll
Click on Add a history
Enter the amount in euros to credit (e.g.: 10)
Indicate if necessary the number of days before expiration
Select the establishment and the source
You can create tags to identify and distinguish transactions by their origin
Click on Confirm
The amount is credited and visible in the transaction history.
Step 5 : Debit the bankroll
Two options are available :
Option 1 — Via a negative amount
Click on Add a history
Enter a negative amount (e.g.: -5)
Indicate if necessary the number of days before expiration
Select the establishment and the source
Click on Confirm
Option 2 — Via a refund
Click on Add a refund
Enter the amount to refund (as a positive number)
Select the establishment and the source
Click on Confirm
