Merchants can use a customer’s credit card, debit card, or bank account information to create a tokenized payment method (known as a token) for the customer in the Portal. Saving payment information as a token helps merchants accept future payments quickly and securely.
Merchants can tokenize a customer’s payment method directly on the Customers page by:
Creating a customer record.
Saving the payment method under the customer’s profile.
The following sections provide instructions for each high-level step.
Note
When you submit a payment through the portal and select Save Customer Info, the Payrix Pro platform automatically creates a customer record and tokenizes the customer’s payment method.
Create a Customer
Creating a customer account in the portal enables a merchant to modify the information saved under the customer’s profile, including their payment method. Merchants can save the customer’s payment method as a payment token and use it for future card-on-file (CoF) transactions, recurring payments, or invoices.
To create a customer:
Select Customers in the main side bar.
Click Add Customer.
Enter the customer’s first name, last name, and email address.
(Optional) Enter the customer’s phone number, company name, and billing address.
Click Add.
Note
Saving customer address information isn't required to create a token, but we recommend entering an address to enhance recurring and CoF transactions.
Create a Customer Payment Token
After creating a customer in the portal, merchants can tokenize the customer’s payment method so that it’s linked to the customer’s record for future CoF and recurring payment transactions.
To tokenize a customer’s payment method:
Select Customers in the main side bar.
Select the customer to open their profile page.
Select Payment Methods in the left side bar.
Click Add Credit Card or Add Bank Account and enter the payment method details.
Click Add.