The customer wallet page

What customers see

My Account → Wallet leads with the current balance, then a row of tabs for the actions available to the customer:

• Transactions (always): the history in customer-friendly language. Order payments link to the customer’s own orders, refunds and top-ups explain themselves, and manual adjustments appear as a neutral “Balance adjustment”. The history is paged with numbered navigation, so a customer can jump straight to any page rather than clicking through one at a time.
• Add funds (when top-ups are enabled): the top-up form.
• Withdraw (when withdrawals are enabled and at least one payout method is set): the withdraw form and the customer’s own request list. The form remembers the payout details a customer last entered for each method, so a returning customer does not have to retype their IBAN or PayPal email; switching methods fills in whatever they used for that method before. The full lifecycle is covered in the withdrawals guide.

Tabs appear only for the features you have switched on, so a store using only balances and refunds shows just the Transactions view, with no tab bar at all. Each tab has its own address (for example /my-account/wallet/withdraw/), so it can be linked to directly.

Staff reasons and notes on manual adjustments are never shown to customers. What your team writes in the admin stays in the ledger; customers see only system-generated descriptions. The one deliberate exception: when a withdrawal request is rejected, the rejection reason staff chose is shown under that request’s status, because the customer needs to know what to fix before trying again.

Renaming the page and URL

WooCommerce → Settings → Elite Balance → Customer wallet page:

• Page name: the menu label and title (default “Wallet”). Call it “Store credit”, “My funds”, whatever fits your store’s voice.
• URL slug: the address segment (default wallet, as in /my-account/wallet/). Changing it updates the URL immediately; the plugin refreshes WordPress’s routing for you.

The balance, anywhere

Two ways to show a customer their balance outside My Account:

• Block: add the Elite Balance block in the editor. It can show the balance alone or link to the wallet page, with options in the block sidebar.
• Shortcode: [rb_elite_balance] renders the same thing anywhere shortcodes work.

Both render nothing for logged-out visitors, so they are safe in headers and menus.

Styling and structural changes

Every customer-facing template can be overridden from your theme, and the wallet page exposes hook points for inserting content without touching templates at all. See Template overrides in the developer reference; the customization surface is deliberately large.