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Agency Wallet - Monthly Wallet Top-up Receipts

Learn how to download Monthly Wallet Top-up Receipts in GHL Customer Care for agencies, review wallet recharge details, and keep monthly top-up records organized.

2 min read451 words2 explained imagesUpdated Tue, 21 Jul at 9:21 AM
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Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
On this page
  1. Key Benefits of Monthly Wallet Top-up Receipts
  2. What the Monthly Wallet Top-up Receipt Includes
  3. How To Download Monthly Wallet Top-up Receipts
  4. Frequently Asked Questions
  5. Related Articles

Monthly Wallet Top-up Receipts give agencies a simple way to keep a monthly record of prepaid wallet credits added in GHL Customer Care. These receipts help separate wallet funding records from other billing documents, making reconciliation and bookkeeping easier. Use this article to understand what the receipt includes, where to find it, and how to download it.

TABLE OF CONTENTS

What is a Monthly Wallet Top-up Receipt?

A Monthly Wallet Top-up Receipt is a downloadable PDF that groups all wallet recharge payments made during a selected month. It helps agencies keep a clear record of funds added to the wallet for billing review, reconciliation, and internal finance tracking.

Each monthly receipt can include:

  • Manual Recharges
  • Auto Recharges
  • ACH/Manual Recharges

Key Benefits of Monthly Wallet Top-up Receipts

  • Monthly tracking: View all wallet top-up payments for a selected month in one receipt.
  • Clear separation: Keep top-up records separate from tax invoices and usage receipts.
  • Easy reconciliation: Match monthly wallet funding with internal billing or bookkeeping records.
  • Downloadable proof: Save a PDF receipt for payment reference and recordkeeping.

What the Monthly Wallet Top-up Receipt Includes

The receipt is designed to give agencies the key payment details needed to verify wallet funding activity for the month. Each PDF provides a clear record of the recharge entries included in that monthly receipt.

The downloadable PDF includes:

  • Receipt number
  • Receipt date
  • Billed-to details
  • Issued-by details
  • Itemized recharge line items
  • Payment method
  • Total top-up amount
What the Monthly Wallet Top-up Receipt Includes (image 1 of 2) What this shows Receipt number Receipt date Billed-to details Issued-by details Itemized recharge line items Payment method Total top-up amount What this shows Illustrates the "What the Monthly Wallet Top-up Receipt Includes" section of "Agency Wallet - Monthly Wallet Top-up Receipts". This screenshot appears in the "What the Monthly Wallet Top-up Receipt Includes" section of "Agency Wallet - Monthly Wallet Top-up Receipts". The text alongside this image reads: Receipt number Receipt date Billed-to details Issued-by details Itemized recharge line items Payment method Total top-up amount. This part of the guide covers 7 fields, listed below. Immediately after, the guide continues: No manual setup is required. Once a monthly receipt is available, you can download it directly from the Billing Dashboard in one simple flow. Image 1 of 2 What this coversReceipt number Receipt date Billed-to details Issued-by details Itemized recharge line items Payment method Total top-up amount
Fields in this part of the guide Receipt numberReceipt dateBilled-to detailsIssued-by detailsItemized recharge line itemsPayment methodTotal top-up amount
Next stepNo manual setup is required. Once a monthly receipt is available, you can download it directly from the Billing Dashboard in one simple flow.
All 7 steps in this procedure
  1. Receipt number
  2. Receipt date
  3. Billed-to details
  4. Issued-by details
  5. Itemized recharge line items
  6. Payment method
  7. Total top-up amount

How To Download Monthly Wallet Top-up Receipts

No manual setup is required. Once a monthly receipt is available, you can download it directly from the Billing Dashboard in one simple flow.

  1. Login to your Agency account and go to Settings > Billing.
  2. Click Wallet & Transactions.
  3. Open Invoices.
  4. Click Download Receipt to download the PDF of the Top-up receipt for the particular month.
    Step 4 of 4: Click Download Receipt to download the PDF of the Top-up receipt for… What this shows Step 4 of 4: Click Download Receipt to download the PDF of the Top-up receipt for the particular month. What this shows Shows what to click for step 4 of 4 in the "How To Download Monthly Wallet Top-up Receipts" section of "Agency Wallet - Monthly Wallet Top-up Receipts". This screenshot accompanies step 4 of 4 in the "How To Download Monthly Wallet Top-up Receipts" section of "Agency Wallet - Monthly Wallet Top-up Receipts". At this point in the walkthrough you click Download Receipt to download the PDF of the Top-up receipt for the particular month. The navigation path used here is Settings > Billing. Step 4 of 4Path: Settings > BillingImage 2 of 2 What to clickClick Download Receipt to download the PDF of the Top-up receipt for the particular month.
    Buttons and menus referenced Download ReceiptTop-up receiptparticular monthSettingsBilling.Wallet & TransactionsInvoices
    All 4 steps in this procedure
    1. Login to your Agency account and go to Settings > Billing.
    2. Click Wallet & Transactions.
    3. Open Invoices.
    4. Click Download Receipt to download the PDF of the Top-up receipt for the particular month. this image

Frequently Asked Questions

Q: Do I need to enable Monthly Wallet Top-up Receipts before using them?

No. No manual setup is required.

Q: What transactions are included in a Monthly Wallet Top-up Receipt?
The receipt can include Manual Recharges, Auto Recharges, and ACH/Manual Recharges made during the selected month.

Q: Is a Top-up Receipt the same as a Tax Invoice?
No. A Top-up Receipt is separate from a Tax Invoice and from a Usage Receipt.

Q: Can I get receipts for months before June 2026?
Earlier receipts may be generated retrospectively on a case-by-case basis.

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