Wallet
Manage your account’s monetary balance, resource allocations, and transaction history in one place.
Wallet Dashboard at a Glance
The Wallet page provides a consolidated view of your account’s financial and resource status:
| Section | What It Shows |
|---|---|
| Money Balance | Your cash balance in wallet currency (INR). Used to pay for plans and purchase resource packs. |
| Resource Balances | Current consumption vs. allocation for voice minutes, WhatsApp messages, email credits, and CRM leads. |
| Active Plan | Your current subscription tier, renewal date, and plan resource caps. |
| Transaction History | Chronological log of all additions, deductions, plan payments, and pack purchases. |
Money Balance
Your monetary balance is used to:
- Pay for subscription Plans each billing cycle
- Purchase Resource Packs
- Cover pay-as-you-go overage consumption (if applicable)
Adding Money
- Click Add Money on the Wallet page.
- Enter the top-up amount.
- Choose your payment method — UPI, card, or net banking via Razorpay.
- Complete the payment. Funds are credited to your wallet in real time.
Payment Methods
Razorpay supports the following for wallet top-ups:
| Method | Providers | Confirmation |
|---|---|---|
| UPI | Google Pay, PhonePe, Paytm, BHIM | Instant |
| Cards | Visa, Mastercard, Rupay | Instant |
| Net Banking | Major Indian banks | Instant to 30 minutes |
| Wallets | Paytm, Mobikwik, Freecharge | Instant (if enabled) |
Resource Balances
View current consumption for each resource as a percentage of your plan allocation:
| Resource | What It Tracks |
|---|---|
| Voice Minutes | Minutes consumed for outbound calls and IVR sessions |
| WhatsApp Messages | Templates and messages sent through the WhatsApp channel |
| Email Credits | Emails dispatched through your configured SMTP |
| CRM Leads | Contact records stored in your CRM |
Reading Your Wallet
The resource balance section displays three numbers for each resource:
- Remaining — The raw count of units still available.
- Allocation — The total units your plan provides.
- Percentage bar — A visual gauge showing remaining vs. allocation, color-coded by threshold.
Example: If your Professional plan provides 3,000 WhatsApp messages and you have sent 900, the bar shows 70% remaining (green). If usage reaches 2,700, the bar shows 10% remaining (red).
Tips
- Keep a positive money balance for uninterrupted service.
- Monitor your resource balances and act promptly — campaigns pause the moment any resource reaches zero.
- Review your transaction history regularly for accuracy.
- If your organization has multiple team members, designate one person to monitor balances and handle top-ups to avoid duplicate purchases.