You can use your customer’s payment method and information to create a tokenized payment method for the customer (known as a token) in the portal. Saving payment information as a token lets you accept future payments quickly and securely. This tutorial shows you how to save a credit card, debit card, or bank account information and create a payment token.
Audience: Merchant
Create a Customer Payment Token
Complete all steps in the following sections to create a payment token with a customer’s payment method information.
Prerequisites
Before attempting this tutorial, you must:
Meet the general prerequisites described in Get Started with Use Case Tutorials.
Have access to the card number or bank routing number and contact information for the customer. You can access saved payment information in the portal if the customer and their payment method were saved in a previous transaction.
Access the Customer Profile
Click CUSTOMERS in the left navigation panel to open the Customers page.
Locate the customer in the Customers table, and select their name to open the Customer Profile page.
Add a New Payment Method
Click the PAYMENT METHODS tab on the left side of the screen.
To add a new credit or debit card, click ADD CREDIT CARD. Enter the credit card information and click SAVE PAYMENT.
To add a new bank account, click ADD BANK ACCOUNT. Enter the account information and click ADD.
Result: The new information appears in the Payment Methods table on the same page, and will display a token that is now associated with the payment method. You can use the payment token for future transactions.
Next Steps
After creating the token, review the following guides for information on related topics:
Process a Token Payment with Quick Charge: Use the quick charge form to submit a transaction using a token.
Process a Token Payment with Create Payments: Process a payment using a payment token.