Overview
A saved payment wallet stores Automated Clearing House (ACH) or card information for reuse when setting up a payment plan. The wallet is associated with the account’s bundle. Other accounts in that bundle can use the saved information when the payment method and user permissions allow it.
Before You Begin
Your user must have the applicable wallet permissions, in addition to the permissions needed to open the account and create or modify payment plans.
Permission | Allows You To |
|---|---|
| View and use saved wallet controls. |
| Save new payment details to the wallet or replace saved details for that method. |
| Remove saved wallet information. The Remove control also requires wallet viewing access. |
If a wallet control is missing, check your permissions, the selected payment method, and whether a wallet exists for the bundle.
Access Saved Payment Information
Open an account.
Select Setup Payment Plan from the sidebar.
Select the intended payment destination and method.
Use a Saved Wallet
Review the Saved Wallet details for the selected method. If you switched to new entry, select Use Wallet to return to the saved information.
For a saved card, verify the expiration date and update it if needed. Reusing the card also saves the submitted expiration date to the wallet.
Review the plan’s amounts, dates, and payment details.
Complete the payment plan setup. See Establishing Payment Plans in ACE for the full procedure.
Enter New Payment Details
Select New ACH or New Card when you do not want to use the saved information.
Enter the payment information.
Select Save as Wallet if the details should be available for future use. Saving replaces the saved details for that method when it is already present; otherwise, it adds the method.
Review and complete the payment plan setup.
If you saved the details to the wallet, reopen the saved information to confirm the intended method is available.
Please Note: Entering new payment details and saving them to the wallet are separate choices. Review Save as Wallet before completing the plan.
Remove Saved Payment Information
Open payment plan setup for an account in the bundle and display the saved ACH or card information you want to remove.
Select Remove for that method.
Review the saved wallet display to confirm the information was removed. If the wallet contains both ACH and card information, removing one method leaves the other available.
Repeat for the other method only if both should be removed.
How Wallet Changes Affect Existing Plans
ACE copies wallet details into a payment plan when they are used. Removing a wallet does not cancel an existing plan or remove the payment details already copied to it. Replacing wallet details does not update every plan that previously used the wallet.
To change payment details or stop payments on an existing plan, use that plan’s modification or deactivation controls and confirm its resulting status separately. See Modify A Payment Plan.