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Affnook's Wallet Feature

Written by Apurva Tiwari

The Wallet feature in Affnook allows you to maintain and track an affiliate’s available advance balance directly within the platform. The wallet is an internal virtual balance associated with each affiliate. It is not a bank account or payment processor.

Before Using Wallet

Before you can access and manage the Wallet feature, it must first be enabled for your Affnook account.

Once the feature is enabled, you need to configure the appropriate access for your team members.

Step 1: Enable Wallet

Contact your Affnook Account Manager or Support team to have the Wallet feature enabled for your account.

Once enabled, the Wallet-related permissions become available under Role Management.

Step 2: Create a Wallet Role

After Wallet is enabled:

  1. Go to Dashboard → Team Members → Roles.

  2. Enter a name for the role.

  3. Under Permissions, enable the required Wallet permission.

  4. Save the role.

The Wallet permission determines which team members can access the Wallet functionality based on their assigned role.

Step 3: Assign the Role to a Team Member

Once the role has been created:

  1. Go to Dashboard → Team Members.

  2. Select the team member who should have Wallet access.

  3. Assign the newly created Wallet-enabled role.

  4. Save the changes.

The team member will then be able to access the Wallet functionality according to the permissions assigned to their role.


Initiating an Advance Request

The Wallet allows you to maintain the amount available to an affiliate and keep a permanent record of wallet movements.

An advance can be initiated in two ways:

  • You can initiate an advance on behalf of an affiliate.

  • An affiliate can request an advance payment, which can then go through the required approval process.

Initiate an Advance

To initiate an advance on behalf of an affiliate:

  1. Navigate to Wallet → Advance Request.

  2. Click Initiate.

  3. Enter the required advance details:

    • Affiliate* – Select the affiliate for whom you want to initiate the advance.

    • Currency* – Select the currency for the advance.

    • Amount* – Enter the amount to be provided as an advance.

    • Notes – Add any additional information or remarks related to the advance. This field is optional.

  4. Review the entered details and submit the advance request.

Once submitted, the advance request follows the applicable approval workflow. The Wallet is credited only when the advance reaches the Approved status; the credit is automatic at that stage.


Wallet Flow

The overall Wallet flow can be understood as:

Wallet Enabled → Wallet Permission Configured → Role Assigned → Advance Approved → Wallet Credited → Balance Available

1. Wallet is enabled

The Wallet feature is enabled for your Affnook account.

2. Access is configured

An administrator creates a role with the required Wallet permission and assigns the role to the relevant team member.

3. Advance is approved

When the required approvals are completed and an advance reaches the Approved status, the approved amount is automatically credited to the affiliate's Wallet.

4. Wallet balance is updated

The credited amount becomes immediately visible in the affiliate's My Wallet section.

5. Wallet history is maintained

Every Wallet movement is recorded in the Wallet history. These records are permanent and provide a complete history of credits and debits, including the amount, currency, source, triggering user, and timestamp.


Wallet History

The Wallet history provides a transparent record of all movements in the Wallet.

Each transaction records:

  • Transaction type

  • Amount and currency

  • Related advance or transaction

  • User who triggered the transaction

  • Date and time

  • Optional notes, where applicable

Wallet entries are not edited or deleted, allowing the complete Wallet history to be traced whenever required.

Important Note

The Wallet is updated automatically based on the relevant system actions. There are no direct manual Wallet modification options for external callers; Wallet changes occur as a result of the applicable approval and verification workflows.


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