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Update Account Balances via the Merchant Web App

Manage accounts on the fly without needing direct access to your POS

Step 1: Start a transaction

  1. Log in to the Facilipay Dashboard
  2. Click Create (top right)
  3. Select Transaction

Step 2: Find the customer account

  1. Enter the account number

    OR

  2. Use the toggle to search by:
    • Name
    • Email address
  3. Select the correct account

Step 3: Choose transaction type

  1. Review the account details, including current balance
  2. Select the transaction type you want to apply

Step 4: Enter the amount

  1. Enter the amount to:
    • Add to the balance
    • Redeem from the balance
  2. Review the updated balance shown

Step 5: Confirm the transaction

  1. Click Add or Redeem
  2. Wait for the confirmation message
  3. Click Finish

Result

The customer’s account balance is successfully updated.