Overview and Resources
Mobile Wallet knowledge base articles are here to help you with any questions you may have regarding the Mobile Wallet platform. The articles include how to create Pass Templates for each Pass type, how to perform bulk Pass updates, general support for Apple Wallet and Google Pay, and more. If you have questions after reading the articles, please contact support at firstname.lastname@example.org or by calling 617-314-7688 (extension 701).
Pass Templates and Pass Template Builder
Create Apple Wallet and Google Pay Passes with our Pass Template Builder. Click here to learn more about the best practices for creating mobile wallet passes. Then, view and edit all of the pass templates that you have created on the Pass Templates page.
Types of Pass Templates that you can create
You can create a pass template for a boarding pass, coupon, event ticket, gift card, and loyalty card.
- Learn more about creating a pass template for a boarding pass here.
- Learn more about creating a pass template for a coupon here.
- Learn more about creating a pass template for an event ticket here.
- Learn more about creating a pass template for a gift card here.
- Learn more about creating a pass template for a loyalty card (layout 1) here.
- Learn more about creating a pass template for a loyalty card (layout 2) here.
Pass Data Manager
View, import, and export data for each pass template. You can filter the table display by active pass templates or deleted pass templates.
Pass Issuance Links
Use Pass Issuance Links to send a personalized URL, containing a mobile wallet pass via email or embed it into a website.
Pass Update Manager
Create and schedule pass updates in bulk.
Additional Helpful Resources
- Importing Pass Data
- Pass Notifications
- Pass Statistics
- Creating a Pass Signing Certificate
- Apple Wallet Support
- Google Pay Support
- Other Wallet Support
Mobile Wallet Account Settings
The Account settings contain general information about your Wallet account, including branding information, invoice information, and export files that you can download when you have exported a list from within the platform.
|Account Name||The username of the account.|
|Account Domain||The domain name for the account.|
|Timezone||Select the timezone for your account.|
|Country||Select the country for your account.|
|CSV Data Retention||Choose how long you want your CSV import and export data to remain in our system. The default value is 365 days.|
|Downgrade to Free Trial||If you are on an upgraded plan, this link will appear in the bottom right corner of the page. Clicking this link will downgrade your account’s current plan to the free trial plan. Note that you can upgrade again at any time by contacting your account manager.|
|Delete This Account||This link will appear in the bottom right corner of the page. Deleting your account will remove any credit card information and block viewing of landing pages. Note that if you delete your account, you will be able to resume service anytime by logging in and selecting a plan. If you have a remaining net balance on your account your credit card will be charged the balance before the card info is deleted.|
The Brand Info section displays the branding information of the account. The brand info may be used to identify you when sending Wallet Passes. You may only have one brand per account. The brand name is required.
The CSV Exports section lists all the files that have been exported within the platform. Such files may include your Wallet data, etc.
|Name/Type||The name and type of export file. The status of the export is also shown below the name. When you export a file, it may take some time to generate the file. The ‘Generating’ status will be displayed in this case. Once it is done, the ‘Completed’ status will be displayed afterward.|
|Exported||The date and time that the export was requested on.|
|Completed||The date and time that the export was completed on.|
|Total Exported||The total number of records exported. When the export file is generated completely, a download link will appear. You can click the link to download the export file.|
|Retry||If an export fails, you may retry it by clicking ‘Retry’.|
|[X]||Select the checkbox for the export file you wish to delete and click the ‘Delete’ button at the bottom of the page.|
Mobile Wallet Billing
The Billing settings contain general information on the account’s current plan, billing cycle, credit card, invoice, and payment information.
|Current Plan||The current plan of the account.|
|Outstanding Balance||The outstanding net balance of the account overall.|
|Current Balance||The current balance for the account for the given billing period.|
|Billing Type||The billing type of the account. Billing can be done by credit card or invoice and can be postpaid or prepaid|
|Credit Card Ending||This is the last four digits of the credit card on file for the account. You can also add a credit card here if you haven’t added already. Note that your credit card will be automatically charged your outstanding net balance at the beginning of each billing cycle. If you have an outstanding net balance you will be given the opportunity in the next step to pay “all” or “a portion” of the outstanding net balance. Failure to pay your outstanding balance will result in automatic account suspension.|
|Auto Pay||Auto pay may be turned on or off for the account. If auto pay is turned on, the credit card on file will be charged.|
The Invoice Info section displays the name and address of the company for which the invoice will be sent to. A purchase order or reference number can also be provided and will be included in the invoice if added.
The Invoices section displays your outstanding balance and all of your invoices. Here you can make a payment if you have a credit card on file.
|Invoice Number||The invoice ID that is generated by our system and is used to reference a particular invoice.|
|Status||Displays whether the invoice is valid or invalid.|
|Invoice Amount||The total amount for the invoice.|
|Billing Cycle||The billing cycle for the invoice.|
|Download||The download link which you can click to download the invoice PDF. The invoice PDF will display the total amount due and break down the pricing for each invoice item.|
The Payment section displays the payment history of the account. You can filter the payment search by year.
|Date Paid||The date of the payment.|
|Payment Method||The method of payment, such as credit card, etc.|
|Amount||Additionally, you can filter the payment search by year.|
What are my billing options?
There are two billing methods: credit card billing and invoice billing. When an account’s billing method is set to credit card billing, the account will automatically be charged the balance at the beginning of each month. When an account’s billing method is set to invoice billing, we will send an invoice on a monthly basis. The account holder will pay their payments each month, usually by check or wire payment within 30 days or risk the account being suspended. Only larger monthly commitments are eligible for Invoice billing.
How do I change my current plan?
To change your current plan, contact your account manager and specify which Mobile Wallet tier you would like to upgrade or downgrade to. You can also go to the account info section and click the ‘Downgrade to Free Trial’ link at the bottom right corner of the page if you are on a paid plan. This will downgrade your account to the free trial plan.
What are my billing options?
The Invoices section displays your outstanding balance and all your invoices. Here you can make a payment if you have a credit card on file.
How do I make a payment?
If you currently have a credit card on file, you can make a payment by going to the Invoices section and click the ‘Make a Payment’ button. If you do not have a credit card on file, go to the ‘Credit Card Info’ section and add one.
When is my credit card charged?
Credit card billing is used for automatic monthly account payments. The credit card we have on file will be charged on the first day of your plan’s billing cycle. Your billing period begins when you select a plan. At the end of the month, your credit card will be charged for any overage you may incur along with the next month’s plan.
Are there any costs to end-users?
There are no additional costs to end-users.
What will happen to my account if I do not pay?
Your account may be suspended and the account’s current plan may be switched back to the free trial plan.