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Documentation

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.

  1. Sign in as described in Accessing the Client Portal and click Wallets > Accounts.

    The Accounts page appears.

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

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    The Wallet tab of the Wallet Details panel appears.

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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.

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The Wallet Detail Panel displays:

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

  • The Transactions section displays the transactions of the wallet.

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

  • Tap the Add Contact button to add a contact to a wallet.

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

Note: Click on the More Actions button to Request Payment or Delete the wallet.

  1. Tap Issuing to view the cards and virtual accounts associated with your wallet.

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  2. Click the drop-down to view additional details about a virtual account.

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  3. Use the search bar to search for a virtual account using the following fields:

    • Account Name

    • IBAN

    • Account Number

  4. Click Edit requested currency to update the currency. Click the three dots next to the button to view the transactions for the virtual account, or copy the account information.

  5. Click the Create virtual account button at the bottom of the panel to create a virtual account for the wallet.

  1. Tap Payment Methods to view all cards/payment methods of the wallet.

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  2. Tap on a specific card to block it, unblock it, or reset its PIN.