FCORE_PAY__Wallet_Item__c record, and the wallet screens you use here are the same Commerce wallet UI that the Portal surfaces to portal users. You can save a method while taking a payment, or set one up ahead of time from the contact’s Wallet action.
Prerequisites
- A configured and validated Payment Provider Account (
FCORE_PAY__Payment_Provider_Account__c) for Stripe. See Stripe. - A contact to associate the Wallet Item with.
Creating a Wallet Item in Checkout
1
Choose a Stripe payment type and pay
On the Payment page, select a Stripe payment type to pay with (Card or ACH), then click Pay.
2
Save the payment information
On the Payment Information modal, check the box below the payment details to save the method, then click Process Payment.
Creating a Wallet Item from the Contact’s Wallet Action
1
Open the contact's wallet
Navigate to the contact you want to create a Wallet Item for and click the Wallet action.
2
Add a new Wallet Item
Click Add New Wallet Item.
3
Select a Payment Provider Account
Select the Payment Provider Account to store the method against, then click Next.
4
Enter the payment method details
Select a payment method, fill in its details, check the box on the bottom left to save the method, then click Save.
Limitations and Common Pitfalls
- No Payment Provider Account means an empty wallet. Saved methods require a configured and validated Stripe Payment Provider Account (
FCORE_PAY__Payment_Provider_Account__c). Without one, there is nothing to store a method against and the wallet has nothing to show. Configure Stripe first. - Only Card and ACH are supported. As of version 1.5, the wallet stores only Stripe Card and ACH methods. Other payment types cannot be saved.
- The wallet UI is managed. The wallet screens come from the managed Commerce package. You can use them as shown, but you cannot modify the wallet UI or its behavior.