Agency Wallet - Monthly Wallet Top-up Receipts
Monthly Wallet Top-up Receipts give agencies a simple way to keep a monthly record of prepaid wallet credits added in Chat To Clients CRM. These receipts help separate wallet funding records from other billing documents, making reconciliation and bookkeeping easier. Use this article to understand what the receipt includes, where to find it, and how to download it.
TABLE OF CONTENTS
- What is a Monthly Wallet Top-up Receipt?
- Key Benefits of Monthly Wallet Top-up Receipts
- What the Monthly Wallet Top-up Receipt Includes
- How To Download Monthly Wallet Top-up Receipts
- Frequently Asked Questions
- Related Articles
What is a Monthly Wallet Top-up Receipt?
A Monthly Wallet Top-up Receipt is a downloadable PDF that groups all wallet recharge payments made during a selected month. It helps agencies keep a clear record of funds added to the wallet for billing review, reconciliation, and internal finance tracking.
Each monthly receipt can include:
- Manual Recharges
- Auto Recharges
- ACH/Manual Recharges
Key Benefits of Monthly Wallet Top-up Receipts
- Monthly tracking: View all wallet top-up payments for a selected month in one receipt.
- Clear separation: Keep top-up records separate from tax invoices and usage receipts.
- Easy reconciliation: Match monthly wallet funding with internal billing or bookkeeping records.
- Downloadable proof: Save a PDF receipt for payment reference and recordkeeping.
What the Monthly Wallet Top-up Receipt Includes
The receipt is designed to give agencies the key payment details needed to verify wallet funding activity for the month. Each PDF provides a clear record of the recharge entries included in that monthly receipt.
The downloadable PDF includes:
- Receipt number
- Receipt date
- Billed-to details
- Issued-by details
- Itemized recharge line items
- Payment method
- Total top-up amount
How To Download Monthly Wallet Top-up Receipts
No manual setup is required. Once a monthly receipt is available, you can download it directly from the Billing Dashboard in one simple flow.
- Login to your Agency account and go to Settings > Billing.
- Click Wallet & Transactions.
- Open Invoices.
- Click Download Receipt to download the PDF of the Top-up receipt for the particular month.
Frequently Asked Questions
Q: Do I need to enable Monthly Wallet Top-up Receipts before using them?
No. No manual setup is required.
Q: What transactions are included in a Monthly Wallet Top-up Receipt?
The receipt can include Manual Recharges, Auto Recharges, and ACH/Manual Recharges made during the selected month.
Q: Is a Top-up Receipt the same as a Tax Invoice?
No. A Top-up Receipt is separate from a Tax Invoice and from a Usage Receipt.
Q: Can I get receipts for months before June 2026?
Earlier receipts may be generated retrospectively on a case-by-case basis.