Wallet System¶
Traylinx wallets track balances and transactions for entities such as your account, an organization, a project or an agent. Access and available actions follow your permissions. A wallet can contain several asset types; it is not just one USD balance.
Open and select a wallet¶
Open Wallets in the sidebar, or /admin/wallets, and select the wallet you
want to inspect. Check its entity and organization before adding funds,
converting assets or transferring anything. Your access to one wallet does not
grant access to every wallet in an organization.
Understand the asset cards¶
The wallet detail page shows the asset types returned for that wallet:
| Asset | Meaning |
|---|---|
| Credits / CREDITS | Platform credits available for eligible usage. |
| USDC | Stablecoin balance, displayed separately from credits. A displayed dollar value does not turn this into a bank account. |
| Plan Tokens / PLAN_TOKENS | Subscription or plan entitlements. These are not the same as a spendable USDC balance. |
| Tokens / TOKENS | Additional token assets when enabled for the deployment and available in the wallet. |
Cards show their own balance, available amount and display metadata. Plan-token cards can show active subscription information or No Tokens. Do not infer an active plan from a token's mere existence; check its current status and the subscription screen.
Add funds¶
Use the wallet's Add Funds action when available. Follow the displayed purchase or checkout flow and review the wallet, amount, asset, fees and payment method before approving. A checkout redirect is not proof that the wallet has been credited: return to the wallet and confirm the updated balance and the purchase or transaction status.
A wallet may distinguish total balance from available balance. Only the available amount can be used for actions that require spendable funds.
Convert USDC to credits¶
Traylinx supports an explicit USDC → Credits conversion from the wallet detail page; currencies are not universally non-convertible.
- Open a wallet with an available USDC balance.
- Choose Swap / the conversion action.
- Enter an amount within the available balance.
- Review the conversion direction, rate and resulting amount in the preview.
- Confirm only if you want to make that conversion.
- Refresh the wallet and verify both balances and the resulting transaction.
Conversion is not automatic just because a charge needs a different asset. Supported directions, rates, balances and permissions are determined by the current interface and backend. Do not assume every token converts to every other asset, or that a plan entitlement can be sold or withdrawn.
Transactions and purchases¶
The detail page separates Transactions from Purchases. Use the available filters and refresh control to inspect dates, types, amounts, descriptions and statuses. Check the record's status before treating a top-up, conversion or transfer as complete. A purchase and a wallet transaction describe different parts of the process and should not be counted as two independent payments.
Auto-recharge¶
Use the wallet's auto-recharge management screen, when available, to inspect its enabled state, thresholds and source of funds. Review the displayed policy before enabling it. Do not assume that every low-balance event charges a card or that every asset is eligible for automatic conversion.
See Auto-recharge for the related workflow. The current configuration and transaction records are authoritative when older instructions or labels differ.
Transfers and creator earnings¶
If the wallet offers a Send action, verify the destination and asset before confirming. A wallet transfer is not proof of a bank payout. Marketplace earnings and bank payout eligibility follow their own billing and creator workflows; do not assume that a balance or plan token can be withdrawn immediately.
See Earnings and revenue, Subscription tiers and Organization settings. Check live billing for current prices, eligibility and configured payment methods.
Troubleshooting¶
- Swap is disabled: check the available USDC balance and your permissions.
- Checkout completed but balance has not changed: refresh Purchases and Transactions and inspect the payment status before paying again.
- No Plan Tokens: check your subscription state; this does not by itself mean your credits or USDC are missing.
- Wrong organization or wallet: switch to the correct entity before making a financial action. Do not move funds just to test a help answer.
Mirrored from traylinx-web:docs/user-manuals/billing/wallet_system.md. Edit the source in the traylinx-web repo — changes here are overwritten by the sync script.