Credit Card Vaulting
Securely store and manage contact credit cards with military-grade encryption and PCI compliance.
What is Credit Card Vaulting?
Credit Card Vaulting lets you securely store your contacts’ payment card information using enterprise-level security and military-grade PGP encryption. You can later access the complete card number, expiration date, and CVV code whenever needed. This feature is fully PCI Compliant, meeting all technical and operational requirements set by the PCI Security Standards Council for protecting card data.
Unlike Stored Payment Information (which ties card data to your Payment Gateway), vaulted cards exist independently and can be viewed without being applied to an Invoice. You can use this feature for both Prospects and Clients.
You have two options: request that the contact enter their information themselves, or input it directly if they’ve authorized you. Either way, bank-level encryption secures the submission process, and the data is stored safely in a third-party token vault.
Learn about Granular Permissions for the Credit Card Vault
Learn about Stored Payment Information
How do I use Credit Card Vaulting?
Navigate to CRM > Contacts.
Click the Options menu next to the contact you’d like to vault card information for and select Credit Card Vault.
A dialog box appears where you can choose to enter information manually or send a request.
Add Manually
If your contact has authorized your business to store their payment information, you can add it yourself.
A dialog box opens where you can enter the contact’s card details.
Request Card
Having the contact input their information themselves is the recommended approach, as it ensures that you and your staff never directly see their data.
You can personalize the message your contact receives and specify how many days the request link remains valid.
Once the contact submits their card information, all team members with Vault Request permissions receive an email confirmation.
Modify who receives this notification by updating Credit Card Vault Access under Office > Settings > Credit Card Vault.
To customize the notification message your staff receives when a card is vaulted, go to Flyout Menu > Email Templates > Invoices > Client added credit card vault.
After making changes, click Save—otherwise, your changes reset to the default template.
What does the Contact See?
Your contact receives an email containing a unique link. Clicking it takes them to a page where they can enter their card details.
The link doesn’t require a login—they simply fill out the form and click Save Info.
You can customize the Payment Request Email content in Email Templates.
How do I view a Vaulted Credit Card?
Navigate to CRM > Contacts.
Click the Options menu for the contact and select Credit Card Vault.
Saved cards appear selectable by Label, with part of the card number masked initially.
Click View to see the complete card information.
How do I set granular permissions for Credit Card Vaulting?
You can control which Roles, Teams, or Staff Members can perform specific actions with the Credit Card Vault.
To configure these permissions, go to Office > Settings and select the Credit Card Vault tab.
Here you can assign permissions for specific actions to Roles, Teams, or individual Staff Members.
Assign to Roles - When enabled, set permissions for Super Admin, Admin, Project Manager, Office Manager, and Salesperson.
Assign to Staff or Teams - When enabled, set permissions for specific Staff Members or Teams.
Can send vault request to contact
This permission allows the specified Role, Team, or Staff Member to send a Credit Card Vault Request. Access this through CRM > Contacts, click the Options menu beside the contact, and select Credit Card Vault.
Can manually add credit card info to vault
This permission allows the specified Role, Team, or Staff Member to manually enter card information for a contact. Access this through CRM > Contacts, click the Options menu beside the contact, and select Credit Card Vault.
Can retrieve/view credit card data from vault
This permission allows the specified Role, Team, or Staff Member to access stored cards. Access this through CRM > Contacts, click the Options menu beside the contact, and select Credit Card Vault.
Can delete credit card data from vault
This permission allows the specified Role, Team, or Staff Member to remove vaulted cards. Access this through CRM > Contacts, click the Options menu beside the contact, and select Credit Card Vault. An icon appears that deletes the card when clicked.
How do I assign Automations?
You can set up Automations to trigger when a card is added to or removed from the vault. Go to Office > Settings and click the ‘Configure Automations’ button for each scenario.