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Once a contact has a saved Wallet Item, you can use it to pay for an Order without re-entering the payment details. Staff select a saved method on the Commerce Payment page; portal users select one on the Portal checkout page. Both draw from the same Commerce wallet.

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Paying with a Wallet Item as a Staff User

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Prerequisites

  • The FC Commerce - Access To Pay With Wallet Items permission set is assigned to the staff user taking the payment.
  • The contact has at least one active Wallet Item.
1

Choose Saved Payments

On the Payment page, select Saved Payments as the payment type.
The Payment page with Saved Payments selected as the payment type
2

Select a saved method and pay

Select one of the saved payment methods, then click Pay.
A saved payment method selected on the Payment page

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Paying with a Wallet Item as a Portal User

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Prerequisites

  • The FC_Portal_My_Wallet permission set is assigned to the portal user.
  • The portal user has at least one active Wallet Item.
1

Choose a saved method at checkout

On the checkout page, choose Saved Payment Methods as your payment method and select the Wallet Item to pay with.
The Portal checkout page with Saved Payment Methods selected
2

Check out

Click Checkout to complete the payment.

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Limitations and Common Pitfalls

  • Staff need the pay-with-wallet permission set. Without FC Commerce - Access To Pay With Wallet Items, the Saved Payments option does not appear for a staff user.
  • An out-of-date method fails the charge. If a saved card has expired or its details have changed at the provider, paying with it errors. Update the Wallet Item first — see Editing Wallet Items.
  • Removed methods cannot pay. A removed Wallet Item is detached at the provider and no longer charges, even though its record still exists. Save a new method instead.