Managing Stored Payment Methods in the Vault

Customers can choose to store ACH and credit card numbers to use on future and recurring purchases. Stored payment methods for a customer can be found and managed in the Customer Record, in the Purchases tab, under the Payment Options menu option.

Stored payment methods are not stored in Impexium, but with the credit card merchant. The system uses a token to retrieve the credit card number when the customer uses the stored payment method during checkout.

To save a payment method to the vault:

1. In the Customer Record > Purchases tab, click the Payment Options menu option.
2. Click the Add New Payment Option button.
3. In the Add Payment Option form,
   1. select the Payment Type being saved (Credit Card or ACH).
   2. Complete the payment type information fields. These fields are different depending on the payment type selected. Required fields are marked with an asterisk.
   3. Click the Save button.

The option to save a payment method to the vault is also available in the checkout process on the Confirmation Page. If the customer is checking out with a credit card and selects the Save this Credit Card check-box, their credit card will be saved to the vault and can later be found in their customer record, under the Purchases tab (as described in step 1, above).