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.
I am extremely happy with TransFirst! The Transaction Express saves me hours a week with the ease of transactions and the up-to-date reporting. The service team is knowledgeable and eager to help. The best part, though, is the savings. Patrick made it so easy to switch merchant accounts. I wish I would have done it years ago!
- Specialty Autoplex | Arlington, TX
Two key things here. #1 – This program has saved me hundreds of dollars a year, and #2 – the service. The last time I called my question was answered in one simple phone call. We didn't take credit cards for a long time due to the expense ... I am so glad I took the time to listen when you came in because this is so much better.
- Restaurant Owner | Palm Bay, FL
TransFirst has done everything they said they would do, and they do it every month with service and savings. We are saving very big dollars each month, so we are very happy with the service.
- Police Benevolent Association | McDonough, GA
I'm writing to thank you for the superb customer support you've offered us in the setting up of our account. Your prompt replies to my questions, even through your illness, speaks very well of your organization and your own sense of responsibility. I would ask you to kindly forward this note to your supervisor, because I want him/her to appreciate your 'above and beyond' approach to your clients.