Managing Stored Payment Methods in the Vault

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

Note: 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 stored payment method is used.

An image of the Customer Record, highlighting the Stored Payment Options menu option.

Saving a Payment Method to the Vault

  1. In the Customer Record > Purchases tab, click the Stored 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 during checkout on the Confirmation Page. If the customer is checking out with a credit card and selects Save this Credit Card, their credit card will be saved to the vault and can later be found in their Customer Record, under the Purchases tab (described in Step 1, above).

An image of the checkout process, highlighting the Save this Credit Card option.

Note: For more on the credit card vault, see Setting Up the Credit Card Merchant. This would be useful for users who do not have the vault enabled and aren't seeing these options on their site-indicates where they are turned on.

Updating a Saved Payment Method

Once a payment method is saved, staff and non-staff can update this information, by navigating to the Purchases tab > Stored Payment Options menu option > and by clicking Edit next to the card to be updated.