---
title: Brand Wallets
slug: dashboard/brand-wallets
excerpt: >-
  Create customer wallets, load balances, issue instant refunds, and track
  wallet activity from the Pine Labs Online Dashboard.
hidden: false
sidebar_order: 5
metadata:
  title: Brand Wallets | Pine Labs Online Dashboard
  description: >-
    Manage Brand Wallets from the Pine Labs Dashboard — bulk wallet creation,
    money loading, instant refunds to wallet, gift cards, and reporting.
  keywords: >-
    brand wallet, wallet dashboard, create wallet, load money, refund to wallet,
    Pine Labs, bulk upload
---

Brand Wallet dashboard controls allow you to create customer wallets, load wallet balances, issue refunds to Brand Wallet, and track all wallet-related activity through dashboard tables, reports, and webhooks.

<a class="hidden sm:inline-flex btn-light-green px-3.5 py-1.5 text-sm shadow-sm" href="../payment-methods/brand-wallets">Accept Brand Wallet Payments</a>  <a class="hidden sm:inline-flex btn-light-green px-3.5 py-1.5 text-sm shadow-sm" href="../payment-methods/brand-wallets#how-brand-wallet-works">How Brand Wallet Works</a>

## Key Features

<div className="not-prose card-grid-2">
  <div className="card-grid-item">
    <span className="inline-flex items-center justify-center w-10 h-10 rounded-lg bg-[#D0F6E5]/60 mb-2"><svg width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="#003434" strokeWidth="1.8"><path d="M17 21v-2a4 4 0 0 0-4-4H5a4 4 0 0 0-4 4v2"/><circle cx="9" cy="7" r="4"/><path d="M23 21v-2a4 4 0 0 0-3-3.87"/><path d="M16 3.13a4 4 0 0 1 0 7.75"/></svg></span>
    <h3>Create Wallet Customers at Scale</h3>
    <p>Create customer wallets in bulk directly from the Pine Labs Online Dashboard.<br /><br /><strong>Best used for </strong>: Customer onboarding, migration, or creating wallets for a large customer base.<br /><br /><strong>Dashboard path</strong> : <code>Pine Labs Online Dashboard → Brand Wallet → Create Wallet</code></p>
  </div>
  <div className="card-grid-item">
    <span className="inline-flex items-center justify-center w-10 h-10 rounded-lg bg-[#D0F6E5]/60 mb-2"><svg width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="#003434" strokeWidth="1.8"><line x1="12" y1="1" x2="12" y2="23"/><path d="M17 5H9.5a3.5 3.5 0 0 0 0 7h5a3.5 3.5 0 0 1 0 7H6"/></svg></span>
    <h3>Load Money into Wallets</h3>
    <p>Credit balances into existing customer wallets using bulk file upload.<br /><br /><strong>Supported wallet buckets</strong> : Cash, Refund, Cashback, Promo<br /><br /><strong>Dashboard path</strong> : <code>Pine Labs Online Dashboard → Brand Wallet → Money Load</code></p>
  </div>
  <div className="card-grid-item">
    <span className="inline-flex items-center justify-center w-10 h-10 rounded-lg bg-[#D0F6E5]/60 mb-2"><svg width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="#003434" strokeWidth="1.8"><path d="M21 2v6h-6"/><path d="M3 12a9 9 0 0 1 15-6.7L21 8"/><path d="M3 22v-6h6"/><path d="M21 12a9 9 0 0 1-15 6.7L3 16"/></svg></span>
    <h3>Refund Orders to Brand Wallet</h3>
    <p>Refund customer orders directly into Brand Wallet from the order refund screen.<br /><br /><strong>Best used for</strong> : Instant refunds that customers can use immediately for their next purchase.<br /><br /><strong>Dashboard path</strong> : <code>Pine Labs Online Dashboard → Payments → Select Order → Create Refund</code></p>
  </div>
  <div className="card-grid-item">
    <span className="inline-flex items-center justify-center w-10 h-10 rounded-lg bg-[#D0F6E5]/60 mb-2"><svg width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="#003434" strokeWidth="1.8"><path d="M18 20V10"/><path d="M12 20V4"/><path d="M6 20v-6"/></svg></span>
    <h3>Track Wallet Activity</h3>
    <p>Monitor wallet creation, money load, and refund activity through dashboard tables, downloadable reports, and webhooks.<br /><br /><strong>Available tracking</strong> : Batch status, success count, failure count, uploader details, timestamps, and execution reports.</p>
  </div>
</div>

## Dashboard Actions
Through the Pine Labs Online Dashboard, you can perform the following Brand Wallet actions. The cards below represent the key actions available to you.


<div className="not-prose card-grid-2">
  <div className="card-grid-item">
    <span className="inline-flex items-center justify-center w-10 h-10 rounded-lg bg-[#D0F6E5]/60 mb-2"><svg width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="#003434" strokeWidth="1.8"><rect x="3" y="11" width="18" height="10" rx="2"/><path d="M12 11V5a4 4 0 0 0-4-4H6"/><circle cx="12" cy="16" r="1"/></svg></span>
    <h3>Create Wallet</h3>
    <p>Create customer wallets in bulk by uploading a CSV or XLS file.<br /><br /><strong>Primary action</strong> : Create Wallet<br /><strong>Secondary action</strong> : Download sample file<br /><strong>Status shown</strong>: Processed, Processing, Failed</p>
    <a href="#create-wallet">Learn More →</a>
  </div>
  <div className="card-grid-item">
    <span className="inline-flex items-center justify-center w-10 h-10 rounded-lg bg-[#D0F6E5]/60 mb-2"><svg width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="#003434" strokeWidth="1.8"><line x1="12" y1="1" x2="12" y2="23"/><path d="M17 5H9.5a3.5 3.5 0 0 0 0 7h5a3.5 3.5 0 0 1 0 7H6"/></svg></span>
    <h3>Money Load</h3>
    <p>Load money into existing customer wallets across Cash, Refund, Cashback, or Promo buckets.<br /><br /><strong>Primary action</strong> : Money Load<br /><strong>Secondary action</strong>: Download execution report<br /><strong>Status shown</strong> : Success count, failure count, batch status</p>
    <a href="#load-money">Learn More →</a>
  </div>
  <div className="card-grid-item">
    <span className="inline-flex items-center justify-center w-10 h-10 rounded-lg bg-[#D0F6E5]/60 mb-2"><svg width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="#003434" strokeWidth="1.8"><path d="M21 2v6h-6"/><path d="M3 12a9 9 0 0 1 15-6.7L21 8"/><path d="M3 22v-6h6"/><path d="M21 12a9 9 0 0 1-15 6.7L3 16"/></svg></span>
    <h3>Refund to Wallet</h3>
    <p>Refund customer orders instantly into Brand Wallet from the order refund screen.<br /><br /><strong>Primary action</strong> : Create Refund<br /><strong>Refund options</strong> : Add it to Brand Wallet, Send it to source</p>
    <a href="#refund-wallet">Learn More →</a>
  </div>
  <div className="card-grid-item">
    <span className="inline-flex items-center justify-center w-10 h-10 rounded-lg bg-[#D0F6E5]/60 mb-2"><svg width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="#003434" strokeWidth="1.8"><path d="M14 2H6a2 2 0 0 0-2 2v16a2 2 0 0 0 2 2h12a2 2 0 0 0 2-2V8z"/><polyline points="14 2 14 8 20 8"/><line x1="16" y1="13" x2="8" y2="13"/><line x1="16" y1="17" x2="8" y2="17"/></svg></span>
    <h3>Reports & Webhooks</h3>
    <p>Track wallet creation and money load results through downloadable reports and webhooks.<br /><br /><strong>Primary action</strong> : View reports<br /><strong>Available data</strong> : Batch status, upload details, success/failure count, and failure reasons</p>
  </div>
</div>

## Create Wallet

Create Wallet allows merchants to create wallet customers in bulk by uploading a CSV or XLS file from the dashboard.

**Navigation** : `Login to Pine Labs Online Dashboard → Brand Wallet → Create Wallet`

<div className="not-prose layout-grid-2-center">
  <div>

#### Step 1: Upload Document

You can upload your customer details in bulk for bulk wallet creation.

- Click **Create Wallet** to create wallets for your customers.

- **Upload file formats** : `CSV` or `XLS`

The uploaded file should contain the below customer fields listed in the table.

| Field | Description |
| --- | --- |
| First Name | Customer’s first name |
| Last Name | Customer’s last name |
| Mobile / Email | Wallet identifier |

Actions avialable while uploading the file are listed below.

| Action | Description |
| --- | --- |
| Upload file | Upload a CSV/XLS file with customer details |
| Download sample file | Download the sample format for reference |


> 📘 Note:
> 
> - You can create customer wallets first and load money later.

  </div>
  <div>

<DocImage src="/cdn/img/Payment-Links-1780391207176.png" alt="Create Wallet" align="center" />

  </div>
</div>

---

<div className="not-prose layout-grid-2-center">
  <div>

<DocImage src="/cdn/img/Payment-Links--1--1780391266253.png" alt="File Status" align="center" />

  </div>
  <div>

#### Step 2: Uploaded File Status

After the file is uploaded, the system validates the file and displays the below listed details.

| Detail | Description |
| --- | --- |
| File name | Name of the uploaded file |
| Record count | Number of records detected in the file |

**Next action:**  
Click **Continue** to submit the file for processing.

After submission, the system validates and creates wallets asynchronously.

**Status message:**  
`File received | Processing underway`

**User guidance:**  
You can click Continue and exit from this screen. Wallet creation continues in the background.

  </div>
</div>

---

<div className="not-prose layout-grid-2-center">
  <div>

#### Step 3: Check Wallet Creation

**Navigation** : `Brand Wallet → Create Wallet`

This table shows all uploaded wallet creation batches and the table details listed below.

| Field | Description |
| --- | --- |
| File name | Uploaded file name |
| Batch description | Description of the uploaded batch |
| Upload date | Date and time of file upload |
| Uploaded by | User who uploaded the file |
| Processing status | Current status of the batch |

**Expected statuses:**

| Status | Meaning |
| --- | --- |
| Processed | Wallet creation completed |
| Processing | File is currently being processed |
| Failed | File processing failed. Reason is displayed |

Wallet creation results are also available through reports and webhooks.

  </div>
  <div>

<DocImage src="/cdn/img/Payment-Links--2--1780391282006.png" alt="Dashboard Wallet Reports" align="center" />

  </div>
</div>

---

## Error Handling

| Scenario | System Behaviour |
| --- | --- |
| Unable to upload file | Error is shown and retry is enabled |
| Empty file uploaded | Inline validation error is displayed |
| Incorrect file format | Exact reason is displayed |
| Partial failures | Valid rows are processed, failed rows are skipped |

---

<h2 id="load-money">Load Money to Wallets</h2>

Money Load allows merchants to credit balances into existing customer wallets in bulk.

**Navigation** : `Dashboard → Brand Wallet → Money Load`

<div className="not-prose layout-grid-2-center">
  <div>

#### Step 1: Upload Document

In this step upload wallet load details.

- Click **Money Load** and upload the file. Ensure to share the below listed file details in the file:**

| Field | Description |
| --- | --- |
| Mobile | Customer wallet identifier |
| Amount | Amount to be credited |
| Bucket type | Cash, Refund, Cashback, or Promo |
| Merchant customer reference | Optional customer reference |

  </div>
  <div>

<DocImage src="/cdn/img/Payment-Links--3--1780391429569.png" alt="Bulk Load Money" align="center" />

  </div>
</div>

---

<div className="not-prose layout-grid-2-center">
  <div>

<DocImage src="/cdn/img/Payment-Links--4--1780391448770.png" alt="Load Money File Status" align="center" />

  </div>
  <div>

#### Step 2: Uploaded File Status

After upload, the system validates the file.

_ Review the uploaded file details and proceed.

- **System behaviour** : File validation is completed before processing begins. Wallet load requests are processed asynchronously.

| Action | Description |
| --- | --- |
| Wallet credit | Money is credited to the respective wallet bucket |
| Customer notification | Notifications are sent to customers if enabled |
| Background processing | User can exit the screen while processing continues |

  </div>
</div>

---

<div className="not-prose layout-grid-2-center">
  <div>

#### Step 3: Check Money Load

**Navigation** : `Brand Wallet → Money Load`

This table shows all wallet load batches and the below listed table details.

| Field | Description |
| --- | --- |
| Batch status | Current processing status |
| Success count | Number of successful wallet loads |
| Failure count | Number of failed wallet loads |
| Timestamp | Upload or processing timestamp |
| Uploaded by | User who uploaded the file |
| Execution report | Downloadable report for the upload |

  </div>
  <div>

<DocImage src="/cdn/img/Payment-Links--5--1780391460814.png" alt="Check Money Load Report" align="center" />

  </div>
</div>

---

## Error Handling

| Scenario | System Behaviour |
| --- | --- |
| Empty file | Inline validation error is displayed |
| Invalid amount | Error is displayed for invalid amount rows |
| Incorrect wallet identifier | Invalid identifier rows are skipped or marked failed |
| Format mismatch | Exact reason is displayed |
| Failed upload | Retry is allowed |

---

<h2 id="refund-wallet">Refund to Brand Wallet</h2>

Refund to Brand Wallet allows you to refund your customer orders directly into the customer’s Brand Wallet from the dashboard.

**Navigation** : `Dashboard → Payments → Select Order → Create Refund`

---
<div className="not-prose layout-grid-2-center">
  <div>

The below table shows the list of details displayed:

| Field | Description |
| --- | --- |
| Order ID | Unique order reference |
| Customer email | Customer email linked to the order |
| Total transaction amount | Total amount paid for the order |
| Payment breakup | Split of payment modes used |
| Card / UPI amount | Amount paid through Card or UPI |
| Wallet amount | Wallet amount used, if applicable |

  </div>
  <div>

<DocImage src="/cdn/img/Refund-1780392063907.png" alt="Refund" />

  </div>
</div>


### Refund Options

You can issue refunds to your customers using the following options:


<div className="not-prose card-grid-2">
  <div className="card-grid-item">
    <h3>Add it to Brand Wallet</h3>
    <p>Refund amount is credited instantly to the customer’s Brand Wallet.</p>

| Item | Details |
| --- | --- |
| Refund speed | Instant |
| Customer usage | Usable immediately for next purchase |
| Refund bucket | Always credited to the Refund bucket |
| Supported refund type | Full and partial refunds |

  </div>
  <div className="card-grid-item">
    <h3>Send it to Source</h3>
    <p>Refund amount is credited back to the original payment method.</p>

| Item | Details |
| --- | --- |
| Refund speed | 3–7 business days |
| Destination | Original payment method |
| Supported refund type | Full and partial refunds |

  </div>
</div>

## Important Notes

| Note | Details |
| --- | --- |
| Wallet refunds are instant | Customer can use the refunded amount immediately |
| Refunds cannot be undone | Once created, a refund cannot be reversed |
| Split payments | Refunds are handled proportionally |
| Wallet refund bucket | Wallet refunds are always credited to the Refund bucket |
| Full and partial refunds | Both refund types are supported |

