A Wallet is where a Customer’s payment information will be stored. All information saved in a Wallet is stored on our secure servers and once saved, the full Account Number will not be visible on the Wallet screen, protecting the Customer’s payment data.

Add / Update Wallet screen:

After adding a Customer and being routed to the Add / Update Wallet screen, the Customer ID and the Full Name of the customer being modified will display at the top of the screen.

Much like when adding a Customer, fields which are highlighted in blue are required fields to complete a Wallet set up.

Wallet Description – This will be the Name of the Wallet being added (e.g. Ben’s Visa).
Customer Reference ID – This is a 50 character field in which any information which will help identify this Wallet in the future can be added.
Payment Type – Required – Defaults to Credit Card. Additional options will include ACH selections once available.
Wallet Status – Required and defaults to Active. This indicates if a Wallet is Active or Inactive.
Account Number – Required – Credit Card Account Number.
Expiration Date – Required – Credit Card Expiration Date.

Once the Wallet information is provided, press add to save the Wallet information and associate it to the Customer.

When Add Wallet is selected, a pop-up will display the Wallet ID assigned to the new Wallet.

This pop-up will also prompt the user if they would like to add a Recurring Payment to this Customer. The Recurring Payment is where the payment frequency information for the Customer will be saved.

If Yes, user will be routed to the Add Recurring Payment / Update Recurring Payment screen (as shown in Recurring Management Part 3). This is where Automatic Recurring Payment information can be set up.

If No, this Wallet set up is complete.

Now that there is a Wallet associated with this Customer, it can be accessed at any time to set up new Auto Recurring Payments or to trigger 1 time Wallet transactions.


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