Use Case: Create a Customer Payment Token

You can use your customer’s payment method and information to create a tokenized payment method for the customer (token) in the Portal. Saving payment information as a token will allow you to accept future payments quickly and securely. This tutorial will walk you through the steps to save a credit card, debit card, or bank account information and create a payment token.

Open

Partial view of the Customers page.

Prerequisites

Tips

Tips will provide suggestions to streamline or better prepare you to apply this use case tutorial.

Create a Customer Payment Token

1. Access the Customer Profile

• Step 1: Click CUSTOMERS in the left-hand navigation panel to open the Customers page.

• Step 2: Locate the customer in the Customers table, and click on their name to open the Customer Profile page.

2. Add a New Payment Method

• Step 1: Click the PAYMENT METHODS tab on the left-hand side of the screen.

• Step 2: To add a new credit or debit card, click ADD CREDIT CARD. Enter the credit card information and click SAVE PAYMENT.

• Step 3: To add a new bank account, click ADD BANK ACCOUNT. Enter the account information and click ADD.

Result: The new information will appear in the Payment Methods table on the same page, and will display a token that is now associated with the payment method.

Next Steps

Once the token is created, review the following use case guides for additional information on related topics:

• Process a Payment with Quick Charge Using a Token: Use the quick charge form to submit a transaction using a token. See the Process a Payment with Quick Charge Using a Token guide for details.

Conclusion

Once the token is created, you can use it for future transactions.

References

Click the links or items below to access any of the following pages:

• Customers page

• Customer Profile page

• Payment Token page

• Process a Payment with Quick Charge Using a Token