Org Level Balances

Multi-venue organisations: shared customer balance guide

If your organisation operates multiple venues under one umbrella, this feature is for you.

With Shared Balance enabled, a customer can use the balance they purchased at one venue across your other venues as well. This means:

• The balance stays linked to the venue where it was originally purchased

• The customer can still spend it at any other venue in the organisation

• You do not need to manually add or move balance between venues

How it works

1. A customer buys balance (or already has balance) in Venue A.

2. The customer makes a purchase in Venue B.

3. If the customer doesn’t have enough balance in Venue B, the system automatically pulls the required amount from the balance held in Venue A.

4. The purchase completes, and the transfer is recorded in the customer’s balance history.

How to enable Shared Balance

1. Go to Organisation level

• In the top-right menu, switch from venue level to organisation level (as shown in the screenshot below).

2. Open Organisation details

• From the organisation area, go to Organisation details.

3. Enable the feature

• Turn on the Shared Balance option.

• Save your changes.

That’s it — once enabled, the balance sharing will work across all venues in the organisation.

How it will appear in customer balance history

When Shared Balance is used, you’ll see it in the same place you normally review customer balance movements.

In the example shown in the screenshot:

• There is a 79.00 purchase, but the customer didn’t have enough balance available in that venue.

• The system pulled 36.90 from another venue (you’ll see this as a balance transfer line).

• On the next line, you’ll see the purchase using that transferred amount.

• The same pattern appears in the other lines at the top: a transfer line, followed by the purchase line that used it.

Tip: if you see a purchase amount that doesn’t match the local venue balance, look for a “balance transfer” entry nearby — that’s the system automatically pulling balance from another venue within the organisation.