Customer Portal - Wallet | Navusoft Knowledge Base

Pathway: Customer Portal > Manage 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 required.

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

Add Payment Method

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 payment method.
- Review the 'Accept Payment Terms and Conditions' and select the check box when finished.
- Click 'Save' and the payment method is now available for use.

Remove Payment Method

Click the red - to remove the payment method from Wallet.
- After clicking the remove icon, a confirmation message will appear to ensure the user intends to remove the payment method.

Field	Setting
Enable Credit Card Processing	Set 'Enable Credit Card Processing' to one of the available options: Yes (Credit Card & ACH) Yes (Credit Card Only If this field is set to 'No,' the Add icon in 'Manage Wallet' will be hidden.
Credit Card Gateway	Select Pineapple.
Gateway Env	Controls if this is a testing environment or live. Production - Required to process customer transactions. Sandbox - Testing option.
Gateway API Key / User Name	Field to enter the Gateway API Key provided by Pineapple.
Gateway Trans. Key / Password	Field to enter the password provided by Pineapple.
Gateway Settlement Time	Indicates the settlement time for the payment batches. Any payments recorded after the time selected will be applied to the next day's payment batch.
Credit Card Bank Account	Select the bank account payments are to be sent to from the available options.
Payment Receipt Notification Template	Select the Payment Receipt Notification Template that will be emailed to the customer upon receipt of payment. Notification Templates are created in Setup > System > Notification Template
Declined Payment Notification Template	Select a Declined Payment Notification Template that should be emailed to the customer in the event a payment is declined. Notification Templates are created in Setup > System > Notification Template
Payment Refund Notification Template	Select a Payment Refund Notification Template that should be emailed to the customer in the event a payment is declined. Notification Templates are created in Setup > System > Notification Template

Field	Description
Type	Select the type that applies for the notification you are creating. Types that apply to Credit Card and payment processing include: Credit Card Expiration Payment Notification (Receipt / Refund / Declined)
Name	Enter a clear, easily identifiable name that will appear in the Payment Notification Template selection fields within Division Setup.
Active	Verify this field is set to 'Yes' so it is available for use.
Email Design	Create a custom email to be sent to the customer based on the notification's purpose.
Text Message Design	Create a custom text message to be sent to the customer based on the notification's purpose.