Customer vault in the terminal lists saved cards and bank accounts available to your account. A saved method supports an authorized payment without re-entering the full number.
Select an existing method
- Open Virtual Terminal and find Customer vault.
- Search by name or last four digits. Use All, Cards, or Bank when offered.
- Select the matching entry.
- Check the method under Charging saved method, then verify the customer and amount before submission.
Displayed expiry can help distinguish cards. Masked digits are an identifier, not proof of authorization.
Save or remove when supported
Some forms offer Save this payment method to the customer's wallet for future charges. Review that choice with the customer. + Save method is a separate action on supported accounts; complete the supported form and verify the saved entry appears.
Before removing a method with an available remove control, check whether a subscription uses it. Removing a method does not cancel a subscription or refund past charges. Use subscription management for the schedule itself. If removal is blocked, have the operator confirm the dependency.
Demo limits
The demo provides synthetic masked card and bank entries. + Save method, removal, and subscription method updates are blocked. No real credentials should be entered. A listed sample method is not a credential for any live account, and saving a demo subscription does not activate recurring processing.