The Rapyd Client Portal Developer Hub

Welcome to the Rapyd Client Portal developer hub. You'll find comprehensive guides and documentation to help you start working with Rapyd Client Portal as quickly as possible, as well as support if you get stuck. Let's jump right in!

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Previewing Wallet Details

You can preview selected details of a specific wallet and its cards.

To view details of a wallet, including transactions and contacts, see Viewing Details of a Wallet.

How to Preview Wallet Details

  1. Sign in as described in Accessing the Client Portal and tap Wallets.

    The Accounts page appears.

  2. Tap the row of the Wallet ID for the wallet you want.

The Wallet tab of the Preview panel appears.

Wallet Tab

The following table describes the fields of the Wallet Details section of the Wallet tab:

Field

Description

Name

Name of the wallet owner.

Phone Number

The phone number of the wallet owner.

Reference ID

The merchant-defined reference ID number of the wallet. You can add or modify the ID by clicking on the pencil icon.

Status

The status of the wallet: active or inactive.

Type

The wallet type: personal or company.

Tap on the See all details link to view all the wallet details. See also Viewing Details of a Wallet.

The Balances section displays the currency account balances of the wallet.

The Transactions section displays the transactions of wallet.

Tap the Deactivate button to deactivate the wallet. See also Deactivating a Wallet.

Tap the Transfer Funds button to transfer funds to another wallet.

Payment Methods Tab

  1. Tap Payment Methods to view all cards/payment methods of the wallet.
  1. Tap on a specific card to block it, unblock it or reset its PIN.

Updated 20 days ago


Previewing Wallet Details


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