> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fusioncore.us/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Wallet Items as a Staff User

> Save a payment method for a contact as a Staff user, either during checkout or from the contact's Wallet action.

As a Staff user, you create and manage Wallet Items directly in Commerce. A Wallet Item is a Commerce `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](/end-user-guides/stripe/index).
* A contact to associate the Wallet Item with.

## Creating a Wallet Item in Checkout

<Steps>
  <Step title="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**.

    <Frame>
      <img src="https://mintcdn.com/fusionspan/dgaf-BkijdfqhSNr/images/end-user-guides/4861427796/image-20260312-190627.png?fit=max&auto=format&n=dgaf-BkijdfqhSNr&q=85&s=9afa3c3fbb7d91bd255a534d602f9326" alt="The Payment page with a Stripe Card payment type selected" width="1874" height="573" data-path="images/end-user-guides/4861427796/image-20260312-190627.png" />
    </Frame>
  </Step>

  <Step title="Save the payment information">
    On the **Payment Information** modal, check the box below the payment details to save the method, then click **Process Payment**.

    <Frame>
      <img src="https://mintcdn.com/fusionspan/dgaf-BkijdfqhSNr/images/end-user-guides/4861427796/image-20260312-190800.png?fit=max&auto=format&n=dgaf-BkijdfqhSNr&q=85&s=b8d8be8c255a283c8937d3787db2ab7e" alt="The Payment Information modal with the save-payment checkbox selected" width="991" height="488" data-path="images/end-user-guides/4861427796/image-20260312-190800.png" />
    </Frame>
  </Step>
</Steps>

## Creating a Wallet Item from the Contact's Wallet Action

<Steps>
  <Step title="Open the contact's wallet">
    Navigate to the contact you want to create a Wallet Item for and click the **Wallet** action.

    <Frame>
      <img src="https://mintcdn.com/fusionspan/dgaf-BkijdfqhSNr/images/end-user-guides/4861427796/image-20250519-170832.png?fit=max&auto=format&n=dgaf-BkijdfqhSNr&q=85&s=957e525cd8977326dc5fd9d9738416dc" alt="A Contact record with the Wallet action highlighted" width="1891" height="857" data-path="images/end-user-guides/4861427796/image-20250519-170832.png" />
    </Frame>
  </Step>

  <Step title="Add a new Wallet Item">
    Click **Add New Wallet Item**.

    <Frame>
      <img src="https://mintcdn.com/fusionspan/dgaf-BkijdfqhSNr/images/end-user-guides/4861427796/image-20250605-174458.png?fit=max&auto=format&n=dgaf-BkijdfqhSNr&q=85&s=3023f45ac5a6ff6ffc95a119d5e4c4ba" alt="The wallet view with the Add New Wallet Item button" width="1883" height="519" data-path="images/end-user-guides/4861427796/image-20250605-174458.png" />
    </Frame>
  </Step>

  <Step title="Select a Payment Provider Account">
    Select the Payment Provider Account to store the method against, then click **Next**.

    <Frame>
      <img src="https://mintcdn.com/fusionspan/dgaf-BkijdfqhSNr/images/end-user-guides/4861427796/image-20250605-174537.png?fit=max&auto=format&n=dgaf-BkijdfqhSNr&q=85&s=efadffed235c0a0980b0e4208175fe87" alt="The Payment Provider Account selection step" width="1062" height="392" data-path="images/end-user-guides/4861427796/image-20250605-174537.png" />
    </Frame>
  </Step>

  <Step title="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**.

    <Frame>
      <img src="https://mintcdn.com/fusionspan/dgaf-BkijdfqhSNr/images/end-user-guides/4861427796/image-20250605-174703.png?fit=max&auto=format&n=dgaf-BkijdfqhSNr&q=85&s=386da8fc7b9ad9943d5dc9c9e4964ade" alt="The payment method detail form with the save checkbox selected" width="1078" height="631" data-path="images/end-user-guides/4861427796/image-20250605-174703.png" />
    </Frame>
  </Step>
</Steps>

## 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.