Partner purchases and customer funding
Use the partner wallet to purchase an eligible customer plan or transfer funds to the customer wallet.
These workflows require an active administrator, active customer-management membership, an associated active customer and matching billing currencies. Plan availability and prices depend on the current catalog and configured partner terms.
Purchase workflow
- Choose the customer: search, filter and verify the company number.
- Choose a plan, renew or add licenses: compare terms, total seats, included features and discounted payable.
- Review and activate: check entitlement and payment, fund the wallet if needed, then confirm.
- Verify the transaction and service sync: check financial completion before retrying an uncertain operation.
Fund the customer wallet
Transfer partner wallet funds to a customer credits the selected customer’s wallet. It does not purchase or activate a plan.
Example: adding two seats to a five-seat plan uses Add licenses with a new total of 7. Transferring INR 500 uses the separate wallet-transfer form. Neither workflow is completed merely by opening its review screen.