1. Go to the Contacts entity on the left panel.
2. Open the contact record you wish to create a new wallet entry for. Click on the Related tab.
3. Select Wallet from the dropdown list.
4. Select + New Wallet Entry.
5. Give the wallet entry record a name.
6. Select the payment type, Pmt Type, from the dropdown.
7. Select AHIMA Foundation for the Merchant field.
8. In the Name on Card field, fill in the cardholder's name.
9. In the Card field, fill in the card number.
*After saving, this will only show the last four digits.
10. Fill in the expiration date for the Expire field.
*This will be four-digit form without slashes or spaces. e.g. April 2028 would be 0428
11. Fill in the three-digit security code on the back of the card (four digit on the front for AMEX) for the CSV field.
12. Navigate to the Credit Card Billing Address tab on the top. Fill in the address provided by the customer.
13. After completing both the General and Credit Card Billing Address tabs, click Save.
14. After saving, the card will be approved or declined. You can see this under the Authorization field. Reasons for decline would be incorrect card number, expiration date, CSV, zip code, or line one of the address.
**Once declined, you have to create a NEW wallet entry. Declined wallets cannot be edited.
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