Pathway: Customer Portal > Manage Wallet
The Manage Wallet screen displays all payment methods linked to an account, offering options to add new methods and remove any that are no longer required.
Manage Wallet
| Field | Description |
| Account Holder Name | Displays the name of the account holder for the payment method. |
| Type | Displays if the payment method is Credit Card or Bank Account. |
| Last 4 Digits | Displays the last four digits of the credit card or bank account. |
| Expiration Date | Displays the Credit Card expiration date if credit card is used. Otherwise displays blank. |
| Portal User | Displays the name of the customer portal user who set up the payment method. |
Add or Remove a Wallet
Add
- Click the green + to open the 'Add Wallet' popup.
- Select Type to identify the wallet as either a Credit Card or Bank Account.
- Based on the selection, enter the details for the wallet.
- Review the 'Accept Payment Terms and Conditions' and select the check box when finished.
- Click 'Save' and the wallet is now available for use.
Remove
- Click the red - to remove the wallet.
- After clicking the remove icon, a confirmation message will appear to ensure the user intends to remove the wallet.