When you change any detail other than the nickname, the original Wallet Item is retired and a new one is created in its place.
Editing a Wallet Item as a Staff User
1
Open the contact's wallet
On a Contact record, click the Wallet action.

2
Edit the Wallet Item
On the wallet view, click the pencil icon for the Wallet Item you want to edit.
To change only the nickname, edit that field and click Save.
To change other details, click Edit, make your changes, then click Save. This retires the old Wallet Item and creates a new one.



Editing a Wallet Item as a Portal User
1
Open My Wallet
In the Portal, navigate to the My Wallet tab.
2
Edit the Wallet Item
On the wallet view, click the pencil icon for the Wallet Item you want to edit.
To change only the nickname, edit that field and click Save.
To change other details, click Edit, make your changes, then click Save. This retires the old Wallet Item and creates a new one.


Limitations and Common Pitfalls
- Changing details replaces the method. Only the nickname can be edited in place. Any other change retires the original Wallet Item and creates a new one, because the stored payment details cannot be altered at the provider. Expect the old entry to disappear from the active list.
- Removed Wallet Items are not hard-deleted. When a Wallet Item is removed, fusionCore soft-deletes it (it sets
Is_Removed__c,Removal_Date__c, andRemoval_Reason__c) rather than deleting the record. The record persists for audit and reporting even though it no longer appears in the wallet. - Removal detaches the method in Stripe. Removing a Wallet Item fires the Stripe removal handler, which detaches the method on the provider side. Once removed, the method can no longer be used to pay and cannot be reactivated — save a new one instead.

