Edit a Wallet Item

Use the Wallet tab in the Payment Instrument dialog box to edit a credit card, ACH, or paper draft account from the customer's wallet.

To Edit a wallet item

1. In the Task Panel navigation tree, do one of the following:

• Click Payments.

• Click Arrangements.

2. Click the Wallet icon next to the Method list box. The Payment Instrument dialog box appears.

3. Click the Wallet tab.

4. Click the next to the wallet item. The Edit Address dialog box appears.

4. In the Edit Address dialog box, click to edit the street, city, state, postal code, county, and country details.

5. Click Save.

Related Topics

Payment Instruments

Arrangements

Wallet Items

Delete a Wallet Item