# Everything Shopwaive does, on one wallet Source: https://www.shopwaive.com/platform The platform # Everything Shopwaive does, *on one wallet.* Shopwaive gives customers, staff and B2B buyers a balance they spend in your store. Here is every product and every place it works, as it runs for merchants today. Live today Conditions shown with each claim Install on Shopify Book a demo Products ## Four products, *one balance.* Loyalty ### A loyalty program customers spend like money Points or money, spent in any amount at checkout and at the register, with an expiry date on every deposit. Live Loyalty Budgets ### Several named budgets on one account Each budget has its own amount, expiry date and PO number, and you download one month-end file by budget and PO. Live Switched on in your settings Budgets Wallets ### One balance per customer Spent in any amount, taken only when the order is paid, with the history of every change. Live Wallets and balances B2B ### Wallets for the companies you sell to A company's wallet is shared with its buyers through a customer segment and spent at B2B checkout. Live Shopify Plus Feature charge Company wallets Wallets and balances ## One balance per customer, *spent in any amount.* - Any amount, or all of it, in one press Live - Taken only when Shopify marks the order paid Live - An expiry date on each deposit Live - Shown as points or as money, one display unit per store Live - Give credit on any order, and apply the balance to draft orders taken by phone or in person Live - Export every transaction Pro plan - Shopify's native store credit shown beside the balance on the customer's profile in the Shopwaive app Live - A Performance page in the Shopwaive app: accounts, deposits, redeemed, outstanding, orders and attributed revenue, for any time frame from today to all time Live - A Generative AI page in the Shopwaive app: an AI assistant for chat and code LiveCheckout plan Customer account · example Your rewards 1,240 pts Worth $12.40 at this store's rate of 100 points to $1.00 1. Welcome bonus+200 ptsExpires 31 Dec 2026 2. Review reward+500 ptsExpires 31 Jan 2027 3. Order #1042+540 ptsExpires 30 Apr 2027 Each deposit keeps its own expiry date. Example amounts at this store's rate. Checkout and storefront ## Any amount, one press, *at checkout.* The shopper presses Redeem and chooses how much to use. Nothing is applied on its own, and nothing leaves the balance until the order is paid. - The Redeem block inside checkout Shopify PlusCheckout plan - A gift code that can pay the whole order, taxes and shipping included, with nothing to type Shopify Plus - Works beside your other discount codes when combinations are switched on Live - The balance converted to the checkout currency at Shopify's rates Feature charge - The amount applied shown under the Redeem block, in every currency and in points Live - An Upsells block in checkout that suggests products to add Shopify PlusCheckout plan - The balance and its history in an Account block for your theme, and on the profile page of new customer accounts Live Example 1. The shopper presses Redeem and picks how much to use. 2. The amount comes off the order total. 3. Shopify marks the order paid. Only then does the balance go down. Step 1 of 3. Balance $48.20. Nothing has been taken. Shopify POS ## Seven tiles for *your register.* Shopwaive adds seven Smart Grid tiles to Shopify POS. Staff add the customer to the cart and the Account tile applies the balance up to the total due; a card pays the rest. On a Budgets store the tile reads Budgets and opens the list of the buyer's budgets. - **Account**Shows the customer's balance and applies it up to the total due. Budgets and loyalty points are redeemed here. - **Refund**Refund or deposit any amount to a customer's balance. - **Debit**Take an amount from a customer's balance. - **Invoice**NET 30 charge accounts for in-store customers. - **Admin**Used with invoicing to override a NET 30 limit. - **Redeem Gift Cards**Redeem a balance as a gift code from the cart. - **Send Gift Cards**Create a gift card and send it by email. NET 30 invoicing with the Invoice and Admin tiles carries the feature charge. While invoicing is on, Shopwaive's balance services are off for that store. ![Shopify POS on an iPad with the Shopwaive tiles in the smart grid: Admin, Invoice, Refund, Send Gift Card, Debit, Gift cards, and the Account tile showing a balance of $250.00 applied to the sale.](https://www.shopwaive.com/assets/screen-pos-tiles.78ca8247d8.webp) Real screen Shopwaive's tiles in the Shopify POS smart grid: Refund, Debit, Send Gift Card, and the Account tile with a balance applied to the sale. Shopify POS on an iPad, our development store, 4 Oct 2026. ![Shopify POS smart grid with the Shopwaive Budgets tile reading 1 available, beside Add custom sale, Apply discount and Edit staff on sale.](https://www.shopwaive.com/assets/screen-pos-budgets-tile.6e1ad88ea9.webp) Real screen On a Budgets store the Shopwaive tile reads Budgets and shows how many budgets the buyer can use. Shopify POS on an iPad, our development store, 5 Oct 2026. Shopify Flow ## 11 actions and 3 triggers in *Shopify Flow.* Build your own rules on the triggers your store already has. Every Shopwaive action and trigger works on any paid plan. Shopwaive's own Flow emails come with the Checkout plan. Trigger Order paid Shopify trigger Action Increment balance Shopwaive action When an order is paid, Increment balance adds the amount you set to the customer's balance. ### Actions Live - **Increment balance**Add to a balance, or take from it with a negative amount. - **Set balance**Set a balance to an exact figure. - **Create discount**Create a discount code, and email it if you choose. - **Create gift code**Create a gift code, and email it if you choose. - **Create segment**Create a customer segment from a query and a name. - **Send email**Email customers their balance with a link to redeem it. - **Send HTTP request**Call any web service and use its response. - **Earn commission**Deposit commission on eligible orders and sign-ups, once switched on in the app. - **Refund balance**Return what a customer redeemed on an order. - **Void deposits**Cancel what an order or line item earned, after a refund or cancellation. - **Shopify store credit**Add or remove Shopify's native store credit. ### Triggers Live - **Balance change**Starts a workflow when a customer's balance changes. - **Balance changes from order**Starts a workflow when an order changes a balance. - **HTTP POST**Starts a workflow when your own system posts to Shopwaive. Companies ## Wallets for the companies *you sell to.* A company's wallet is shared with its buyers through a customer segment, and they spend it at checkout. Your exports show who placed each order and who funded it. - Company wallets spent at B2B checkout Shopify PlusFeature charge - A Flow action that creates the segment deciding who can spend Live - The balance converted to the checkout currency at Shopify's rates Feature charge - The balance applied to draft orders taken by phone or in person Live - An Order API that creates Shopify orders with the balance applied, for headless stores Checkout plan A buyer who belongs to more than one company account uses the first one that applies. B2B checkout · example Shopify Plus Example Co. (a client company) Company wallet $4,800.00 The wallet's own currency. Buyers paying in another currency see it converted at Shopify's rates. - LDL. Duarte, wallet holder - ACA. Chen, buyer - ROR. Okafor, buyer | Order | Placed by | Funded by | Amount | | --- | --- | --- | --- | | #2207 | A. Chen | Company wallet | $640.00 | | #2213 | R. Okafor | Company wallet | $212.50 | | #2219 | A. Chen | Company wallet | $1,105.00 | API ## Plug the balance into *the rest of your stack.* Your developers get a REST API, an Order API for headless stores, and keys they can create and revoke, on the Checkout plan. REST API, Order API and keys Works with ## Where the balance *already works.* Everything here is live today. Filter by where it works, or search. Search Showing 15 of 15 - Shopify CheckoutThe Redeem block: any amount in one press, with the amount applied shown under it.LiveShopify Plus - Theme Account blockThe balance and its history in a section of your theme.Live - Customer accountsThe balance on the profile page of new customer accounts.Live - Shopify POSSeven Smart Grid tiles: redeem, refund, debit, invoice, admin and gift cards.LiveAny plan with POS - B2B checkoutCompany wallets that buyers spend at B2B checkout.LiveShopify Plus - Shopify Flow11 Shopwaive actions and 3 triggers.LiveAny paid plan - Shopify store creditA Flow action that adds to or takes from Shopify's native store credit.Live - ZapierOne trigger and four actions.Live - Shopify AdminGive credit from any order, and apply the balance to draft orders.Live - PerformanceAccounts, deposits, redeemed, outstanding, orders and attributed revenue in the Shopwaive app, for any time frame from today to all time.Live - Generative AIAn AI assistant for chat and code in the Shopwaive app.LiveCheckout plan - Gift cardsCreate gift codes in Flow, and send or redeem gift cards at the register.Live - REST APICustomers, balances and actions, with keys you create and revoke.LiveCheckout plan - Order APIShopify orders with the balance applied, for headless stores.LiveCheckout plan - Docs for AI assistantsllms.txt and an MCP endpoint on both doc sites.Live Live today ## What works today, *and what it needs.* Every row is live for merchants today. The last column says what each one needs. | Capability | Status | Condition | | --- | --- | --- | | Loyalty balance in points or money | Live | Earning rules built in Shopify Flow | | Budgets with PO numbers and a month-end file | Live | Switched on in your settings | | Redeem block inside checkout | Live | Shopify Plus and the Checkout plan | | Gift code that can pay the whole order | Live | Shopify Plus | | Seven Shopify POS tiles | Live | Invoicing carries the feature charge | | 11 Flow actions and 3 triggers | Live | Any paid Shopwaive plan | | REST API and Order API | Live | Checkout plan | | Webhooks | Not offered | Use the Shopwaive triggers in Shopify Flow | | Docs for AI assistants | Live | llms.txt and an MCP endpoint on both doc sites | Questions ## About the *platform.* **What does Shopwaive add to a Shopify store?** A balance for each customer, staff member or B2B buyer that they spend in your store, in any amount. Loyalty, Budgets and company wallets all run on that balance, at checkout and in Shopify POS. **Which Shopify plan do I need?** The Shopify POS tiles work on any Shopify plan that includes Shopify POS. The one-press Redeem block inside checkout and the gift-code rail need Shopify Plus, because Shopify allows apps on the checkout's information, shipping and payment steps only on Shopify Plus. **When does a balance go down?** When Shopify marks the order as paid. An abandoned checkout or a cancelled sale takes nothing. **Do I need Shopify Flow?** No. Flow is optional. Its Shopwaive actions and triggers let you build your own rules, such as points on paid orders or a welcome balance, on any paid Shopwaive plan. ## Put every reward on *one wallet.* Install Shopwaive from the Shopify App Store and start a 7-day free trial, or book a demo and we will map your loyalty, Budgets and B2B needs to one wallet. Install on Shopify Book a demo