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Customer Vault

Customer Vault has several features helping you to effectively manage your Customer Vault records.

Customer Vault table​

The Customer Vault table collects all of your records and displays them for you.

Name​

Name of the Customer.

Email Address​

Email address of the Customer.

Payment method​

Payment method type of the Customer. It can be Card or ACH.

Payment method details​

Payment method details. It can be Card number details or ACH details.

Actions​

  • Charge Customer: Create a one-time transaction for a given Customer

  • Subscribe Customer: Create a subscription for a given Customer

  • Edit Customer: Edit the data of a given Customer

  • Delete Customer: Delete a given Customer

Create New Customer​

  • First Name: First Name of the Customer

  • Last Name: Last Name of the Customer

  • Email Address: Email address of the Customer

Customers are always identified by their email addresses. Make sure to use a unique email address for every Customer.

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Features and UI may vary based on your chosen gateway.

  • Payment Information: Payment method of the Customer. It can be Card.
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Revere Payments uses Plaid for ACH transactions so only end-user products have ACH support.

  • Billing Address Information: Billing address information of the Customer.