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Adding a Card to a Customer's Digital Wallet

Overview

Once the PCI Compliant Credit Card feature has been set up, you now can securely add credit cards to customer's digital wallet to be saved for future use.

Instructions

Click the tabs below based on the version of the Wise Option software you need instructions on.

How-To

Adding a Card to a Customer Fle | WO elearning

Step-by-Step Guidance

  1. Access Customer File:

    • Open Wise Option and navigate to the customer file you want to add a credit card to.

  2. Open Customer's Digital Wallet:

    • In the top right corner of the customer file, click on the customer's digital wallet icon.

  3. Add a New Card:

    • In the digital wallet, click the green plus icon located at the bottom.

  4. Fill Out Card Details:

    • A form will appear, allowing you to enter the card details:

      • Name on Card: The name on the card is pulled from the customer file, but you can review and update it if necessary.

      • Card Number: Enter the full credit card number.

      • Expiration Date: Enter the card's expiration date (MM/YY).

      • CVC Number: Enter the card's CVC number.

  5. Save the Card:

    • Once you have entered all the card details, click on "Process Save Card $0."

    • This will save the card with the PCI Compliant credit card integrator without charging the card.

  6. Add Comments (Optional):

    • If desired, you can add comments about the card (e.g., only to be used for certain charges) in the comments field.

    • These comments will be associated with the card within Wise Option.

  7. Complete the Process:

    • After saving the card, you will see a record of the card within the Wise Option system.

That's it! You have successfully added a credit card to a customer file in Wise Option. Let the Wise Option team know if you encounter any issues or have any further questions.

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