Managing Payment Methods

Add, remove, and manage your saved payment methods in the Holt Supply Company Customer Portal wallet.

Prerequisites

Navigate to Wallet

From any page in the portal, click Wallet in the left sidebar navigation to open your payment methods page.

https://holt-stg.clarityclient.com/wallet
Holt Supply Co.
Main
Dashboard
Invoices
Statements
Account
Wallet
Users
Profile

Wallet

Manage your saved payment methods.

View Saved Payment Methods

The Wallet page displays all your saved payment methods as cards in a grid. Each card shows the payment type, last four digits, and whether it is your default method. You can also see action links to set a card as default or remove it.

https://holt-stg.clarityclient.com/wallet

Payment Methods

Add Payment Method
Default
VISA
Visa ending in 4242
Expires 12/2026
MC
Mastercard ending in 8765
Expires 08/2027
ACH
ACH - First National Bank
Account ending in 6789

Add a New Payment Method

Click the Add Payment Method button. A form will appear where you can enter your card or bank account details. Use the toggle at the top to switch between Credit/Debit Card and ACH Bank Account.

https://holt-stg.clarityclient.com/wallet

Add Payment Method

Credit/Debit Card
ACH Bank Account
Cancel Save

Set a Default Payment Method

To change your default payment method, click the Set Default link on any payment method card. The green "Default" badge will move to the newly selected card. Your default method is pre-selected whenever you make a payment.

https://holt-stg.clarityclient.com/wallet
VISA
Visa ending in 4242
Expires 12/2026
Default
MC
Mastercard ending in 8765
Expires 08/2027
ACH
ACH - First National Bank
Account ending in 6789

Remove a Payment Method

To remove a saved payment method, click the Remove link on the card you want to delete. A confirmation dialog will appear asking you to confirm the removal. Click Yes, Remove to proceed or Cancel to keep the method.

https://holt-stg.clarityclient.com/wallet
!

Remove Payment Method?

Are you sure you want to remove Mastercard ending in 8765? This action cannot be undone.

Cancel Yes, Remove
Tip: Your default payment method is pre-selected when making payments. You can always choose a different method at payment time without changing your default.
Warning: You cannot remove a payment method that is currently being used in a pending transaction. Wait for the transaction to complete before removing the method.

What's Next?