Vault a Payment Method (Customer Email)

1. Click "Add Payment Method"

   Customers can securely add a credit card or bank account to pay for orders by utilizing a payment link sent to their email address. Once the email has been received, click the "Add Payment Method" button in the "Request for Payment Method" email.

   

2. Click "Add Card"

   Next, in the "Add a Payment Method" window, click "Add Card".

   

3. Enter Card Details

   In the "Add New Card" dialog box, enter the credit card details such as Card Type, Cardholder Name, Expiration Date, CVV Code, and Billing Address.

   

4. Enter Email Address

   If you would like to receive an emailed receipt, enter your email address.

   

5. Select Retention Preference

   To save the credit card for future orders, select "Keep on file." If you do not want to save the card, select the "Do not use for future payments" option. In this example we will choose the "Keep on file" option.

   

6. Click "Save Card"

   Then, click "Save Card".

   

7. Confirm card has been added

   The card has been saved.

   

8. "Delete" button

   You can delete the saved card, by clicking the "Delete" button on the payment method you wish to remove.

   

9. Confirm deletion

   From the "Delete Card" dialog box, click the "Delete" button to confirm the action. Note: This action cannot be undone.

   

10. Confirm card has been Removed

    The credit card has been removed.

    

11. Click "Add Bank Account"

    You can also add a bank account as a payment method. In the Bank Accounts section, click "Add Bank Account".

    

12. Enter Bank Account Details

    Then populate the bank account details such as Account Holder Name, Bank Name, Routing and Account Number and Account Type.

    

13. Select Retention Preference

    To save the bank account payment method for future orders, select "Keep on file." If you do not want to save the account, select the "Do not use for future payments" option. In this example we will choose the "Keep on file" option.

    

14. Click "Save Bank Account"

    Finally, click "Save Bank Account".

    

15. Confirm account has been added

    The account has been saved.

    

16. "Delete" button

    You can delete the saved account, by clicking the "Delete" button on the accountyou wish to remove.

    

17. Confirm deletion

    From the "Delete Bank Account" dialog box, click the "Delete" button to confirm the action. Note: This action cannot be undone.

    

18. Confirm Account has been Removed

    The bank account has been removed.