Credit card vaulting

Credit card vaulting securely saves credit card information so that charges can be made without entering the card information again. Credit card vaulting is only available to merchants that use Shopify Payments.

When checking out, B2B customers can click a checkbox to vault their credit card information, or they can log into their account to add a vaulted card. After credit card information is vaulted, B2B customers can choose to use the vaulted card on future checkouts.

Vaulted cards are associated with acompany locationand are available to use for future orders only for the same location. All customers that are associated with that location can use and manage the vaulted cards. If a location has multiple vaulted cards, then acustomer that's associated with that locationcan choose which card to use for an order at checkout. B2B customers can log into their account to manage vaulted credit cards.

Credit card vaulting is available in the following checkout flows:

• checkouts that automatically create orders with and without payment terms.
• checkouts that create draft orders for review with and without payment terms.
• checkouts that are created from invoices sent to customers with and without payment terms.

Byaccessing the company locationin your Shopify admin you can view any vaulted cards and take the following actions:

• manually charge a vaulted card for an order with a pending payment
• change which card to charge for an order with a pending payment
• delete a vaulted card for a location

Accessing vaulted cards for a company location

1. From your Shopify admin, go toCustomers>Companies.
2. Click the company, and then click the location that you want to view the vaulted cards for.
3. In thePayment methods部分中,点击Manage.

Charge a vaulted card for an order with a pending payment

For orders where the B2B customer has a vaulted credit card, and they haveNetorDue on fulfillmentpayment terms, you can manually charge the vaulted card.

Steps:

1. From your Shopify admin, go toCustomers>Companies.
2. Click the company, and then click the location that's associated with the order you want to charge for.
3. Click the order that you want to charge for.
4. In the payment section, clickCollect payment, and then click the card that you want to charge.
5. ClickChargeto charge the amount displayed to the chosen card.

Change which card to charge for an order with a pending payment

1. From your Shopify admin, go toCustomers>Companies.
2. Click the company, and then click the location that's associated with the order you want to change the card for.
3. Click the order that you want to change the card for.
4. In the payment section, clickCollect payment, and then click the card that you want to charge.
5. ClickChargeto charge the amount displayed to the chosen card.

Delete a vaulted card for a location

After deleting a vaulted card you can't charge it for any orders and customers can't select it at checkout. You can still charge the card for any orders that were placed using that card and have aPending paymentstatus.

Steps:

1. From your Shopify admin, go toCustomers>Companies.
2. Click the company, and then click the location that you want to delete a vaulted card from.
3. In thePayment methods部分中,点击Manage.
4. For the card that you want to delete, click..., and then clickRemove payment method.
5. To confirm that you want to delete the card, clickRemove payment method.

Steps:

1. From your Shopify admin, go toCustomers>Companies.
2. Click the company, and then click the location associated with the vaulted card that you want to send the update request for.
3. In thePayment methods部分中,点击Manage.
4. For the card that you want to send the notification about, click....
5. ClickSend link to update payment method.
6. ClickSend email.