Save and Search in Customer Vault

Save a Payment Method in Customer Vault

Payment methods can be stored in a secured Customer Vault in the Merchant Gateway to allow for future card processing and automatic payments from EnergyForce.

Add Customer Payment Method to the Customer Vault

  1. Click Add Customer in the Services section of the Main Menu
  2. Select Credit Card or Electronic Check (this only applies if both services are used)
  3. Complete the information required to store the payment method on file
    • Credit Card
      1. Customer Vault ID = EnergyForce Customer #
      2. Complete Merchant Defined Fields (most payments will be set with Payment Apply To as Balance)
      3. Credit Card Number, Expiration Date, and EnergyForce Customer # are required fields
      4. Phone Number and Email address are optional, but more information is encouraged
      5. Click Submit to store the payment method on file for the customer
    • Electronic Check
      1. Customer Vault ID = EnergyForce Customer #
      2. Complete Merchant Defined Fields (most payments will be set with Payment Apply To as Balance)
      3. Name on Account, Routing Number, Bank Account Number, and EnergyForce Customer # are required fields
      4. Phone Number and Email address are optional, but encouraged
      5. Click Submit to store the payment method on file for the customer

Searching the Customer Vault for Records

  1. Click on List Customers in the Services section of the Main Menu
  2. There are multiple ways to search for a stored payment method in the Customer Vault
    • Enter desired search criteria:
      1. Customer Vault ID (in most cases this will = the EnergyForce customer #)
      2. Last Name
      3. Last 4 of account or credit card #
      4. Company Name (if the record was created and saved with that information)
      5. Division Number
      6. EnergyForce Customer #
      7. Payment Apply To: Balance, Budget, or Contract
    • Click Submit and results will display in Customer List