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For additional flexibility with real-time, recurring, and card-on-file transactions, your clients Merchants have the ability to create secure tokens with a customer’s securely save their customers' card payment and/or eCheck data . And with this enablement, your clients by creating a token. By tokenizing a customer's payment method, Merchants can schedule future card-on-file charges and create recurring payment plans.Tokens protect the payer’s

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Tokens save the payment method while fully protecting the cardholder’s sensitive data,

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simplifying your PCI compliance

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requirements. Tokens do not expire. 

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How to Tokenize a Cardholders’s Payment Method

There are two ways in which a cardholder’s payment data can be saved for CoF & recurring billing transactions:

Creating a Customer in the Payrix Portal

Merchants have the ability to tokenize a cardholder’s payment method data directly in the Portal via the Customers section on the Dashboard menu. When creating a Customer, the Merchant will be prompted to enter the cardholder’s personal information, including name, address, and email address.

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Once a Customer is created, the Merchant can attach a saved payment method (token) to that Customer for future CoF or recurring billing.

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For our full step-by-step instructions for creating a Customer & attaching a tokenized payment method, please visit our Portal User Guide.

The Payrix Platform offers a Recurring Payments (/subscriptions) solution that enables you to schedule recurring transactions directly via our Portal.

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