Customer Portal - Wallet

Pathway: Customer Portal >  Wallet


The Wallet feature displays all payment methods linked to an account, offering options to add new methods and remove any that are no longer valid.


Configurations in Setup

The following settings are required to enable the Wallet feature and manage payment methods:

Division Settings

Pathway: Setup > System > Division > Credit Card / ACH Processing (tab)

Division Setup settings control how credit card and ACH transactions are processed, as well as customer access to manage their payment methods in Wallet.

Notification Template

Pathway: Setup > System > Notification Template

Create notifications in Notification Template Setup that can be sent to the customer when a payment has been received, declined, or refunded. 

Manage Payment Methods

The following process outlines how a portal user can add or remove payment methods in the Manage Wallet section of the Customer Portal.



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