Balance top-ups and payments

Voiplix has two different ways to put money on a user's account, and they are not the same thing: a quick balance adjustment, and a proper recorded payment.

Note

Use Book balance for quick corrections. Use Add manual payment when the top-up should show up under Payments — for example, money the customer actually paid you.

Quick balance adjustment ("Book balance")

Open the user's detail page — the Balance card sits right under the tabs, showing the current balance and an amount field. Type a number (positive to add, negative to subtract, for example -10) and click Book balance.

Balance card on a user's detail page, showing the current balance and an amount field with \ — The quick Book balance form, on the user's own page.

This adjusts the balance directly and logs an internal audit entry — it does not create a row under Payments. It's meant for corrections, not for recording what a customer paid.

Recording a real payment ("Add manual payment")

For a payment that should actually appear in the Payments list — and be reflected on a statement — use Add manual payment instead: either the wallet icon in a user row's Quick actions, or Payments > Manual payment with the user picked from the search field. It's a two-step review flow.

Add manual payment form, step 1: user field pre-filled, amount without tax field with 25, amount with tax field, payment date, private comment and comment for the user fields, and a Next (Check) button. — Step 1 — enter the user, the amount, and optional comments.

Field	Meaning
`User`	Type to search, or arrive pre-filled from the row icon.
`Amount (without tax)` / `OR amount with tax`	Fill in only one of the two — the tax is added or deducted automatically.
`Payment date`	Defaults to now; can be backdated.
`Private comment`	Internal only.
`Comment for the user`	Visible to the customer.

Click Next (Check) to see a review with a balance preview before anything is booked:

Check payment review screen, showing the user, payment date, amount with and without tax, tax share, current balance and the new balance after booking, with Confirm and Back buttons. — Step 2 — review, including "Current balance" and "New balance after booking".

Click Confirm to post it. The payment now shows under Customers > Payments, and the user's balance reflects the new total.

Payments list filtered by username, showing one completed manual payment with date, user, type, amount, currency and status. — The recorded payment, visible under Payments — filterable by username.

Tip

The Payments list has its own User and Type filters — filter by username to see one customer's full payment history in one place.

Check

After confirming a manual payment, reopen the user's detail page: the Balance card should show the new total, matching "New balance after booking" from the review step.