Customer Vault

Store Payment Methods. Simplify Every Return Visit.

Build repeat-payment experiences around secure payment references instead of asking returning customers to enter their payment details every time.

Support recurring billing, saved payment methods, faster checkout and centralized customer payment profiles through a vault architecture connected to your approved payment environment.

Tokenized References Reduce raw credential handling
Repeat Billing Charge stored methods again
Faster Checkout Reuse saved payment methods
Vault availability, supported payment methods, tokenization architecture, card lifecycle services and security requirements depend on the payment provider and approved implementation.
Z
Zenith Customer Vault Payment Profile
Vault Active
JD
CUSTOMER PROFILE Customer #ZT-4827

2 saved payment methods

Active
Saved Payment Methods VAULT REFERENCES
CARD •••• •••• •••• 4827

Token: tok_••••8A21

DEFAULT
BANK ACCOUNT •••••• 7294

Token: bank_••••29B4

READY
PAYMENT REFERENCE Tokenized Credential
tok_live_••••••••8A21
REPEAT PAYMENT Stored Method Ready To Charge
TOKENIZATION Payment Reference Created
RETURNING CUSTOMER Saved Method Available
01
Tokenize Create secure payment references
02
Store Maintain reusable payment profiles
03
Reuse Support repeat payment experiences
04
Manage Organize customer payment methods

Keep The Payment Reference. Reuse It When Needed.

A customer vault allows an approved payment environment to associate a reusable payment reference with a customer profile.

Your application can work with that payment reference for future eligible transactions instead of requiring the merchant system to retain the complete payment credential.

01

Capture Payment Details

The customer enters an eligible payment method through the configured payment flow.

02

Create A Vault Reference

The payment environment returns a reusable token or other supported payment reference.

03

Use It Again

Future eligible payments can reference the stored payment method without requiring the customer to enter all details again.

Discuss Customer Vault
VAULT FLOW Payment Method Lifecycle
Connected
STEP 01 Customer Checkout

Payment information submitted.

Complete
STEP 02 Payment Method Tokenized

Reusable payment reference generated.

Complete
3
STEP 03 Added To Customer Profile

Payment reference associated with customer.

Active
4
STEP 04 Future Transaction

Stored payment reference reused.

Ready
CUSTOMER VAULT CAPABILITIES

Build Better Repeat Payment Experiences.

Use reusable payment references and customer payment profiles to support the billing models that require customers to pay more than once.

01

Tokenized References

Work with supported payment tokens or references instead of storing complete payment credentials directly within merchant applications.

TOKENIZATION
02

Saved Payment Methods

Associate supported card or bank-payment references with a customer profile for eligible future transactions.

PAYMENT METHODS
03

Recurring Billing

Use eligible vaulted payment methods for subscriptions, memberships, installment plans and other repeat-payment workflows.

REPEAT BILLING
04

Customer Profiles

Organize multiple supported payment methods around one customer account and maintain a preferred payment method when available.

PROFILE MANAGEMENT
05

Faster Checkout

Returning customers can select an existing eligible payment method rather than entering all payment information again.

CUSTOMER EXPERIENCE
06

Credential Lifecycle

Where supported, payment-method lifecycle services can help maintain stored card references as credentials change.

ACCOUNT UPDATES
CUSTOMER PROFILE Payment Methods
Active
JD
CUSTOMER Customer #ZT-4827

Returning customer

3 METHODS
PAYMENT CARD •••• 4827

Default payment method

DEFAULT
PAYMENT CARD •••• 1948

Saved payment method

SAVED
BANK ACCOUNT •••••• 7294

Saved bank reference

SAVED

Keep Payment Options Organized Around The Customer.

A customer may use more than one eligible payment method across the relationship with your business.

A vault can associate those reusable references with one customer profile, making it easier to support preferred payment methods, future purchases and repeat billing.

Multiple saved payment references
Preferred payment method
Repeat-purchase workflows
Subscription and membership billing
Customer payment management

One Vault. Multiple Billing Experiences.

Saved payment methods can support many customer journeys where payment credentials need to be reused after the initial transaction.

01
RETURNING BUYERS

Faster Checkout

Let returning customers select an eligible saved payment method rather than entering complete payment details again.

02
SUBSCRIPTIONS

Recurring Billing

Reference an eligible stored payment method for scheduled subscription or membership transactions.

03
PAYMENT PLANS

Installment Payments

Use approved stored payment references across installment or scheduled-payment arrangements.

04
CUSTOMER ACCOUNT

Account Billing

Give eligible customers a consistent payment profile across future purchases or service interactions.

PAYMENT DATA ARCHITECTURE

Reduce Direct Handling Of Sensitive Payment Data.

Tokenization can help separate the payment credential from the reference used by your business application.

The exact impact on PCI responsibilities and security scope depends on how your checkout, gateway and vault are implemented, so the architecture should be reviewed as part of your payment setup.

Token-based payment references
Reduced credential exposure within workflows
Controlled customer payment profiles
Provider-specific security architecture
PAYMENT TOKENIZATION Credential Reference Flow
Protected Flow
INPUT Payment Method
VAULT Credential Storage
MERCHANT Payment Token
APPLICATION REFERENCE
tok_live_••••••••8A21 TOKEN
MERCHANT APPLICATION Uses Payment Reference
PAYMENT METHOD LIFECYCLE Stored Card Status
Monitoring
•••• •••• •••• 4827
STATUS Active EXP. 09 / 28
PAYMENT REFERENCE Vaulted Method Active
Ready
LIFECYCLE SERVICE Provider Update Support
Optional
RECURRING USE Available For Billing
Ready

Keep Stored Payments Useful For Longer.

Stored-card relationships can be affected when a customer's underlying card expires or is replaced.

Where supported by the configured provider, account-updater or network-token services may help maintain usable payment references without forcing the customer to manually re-enter card information every time a card changes.

01 Card Expiry

Monitor payment-method lifecycle where supported by your provider.

02 Card Replacement

Supported updater services may help maintain recurring-payment continuity.

03 Stored Reference

Keep merchant workflows built around a reusable payment reference.

04 Repeat Billing

Continue using eligible stored methods across approved future transactions.

Put The Vault Inside Your Existing Customer Journey.

Vault functionality can sit behind checkout, subscriptions, customer accounts and billing workflows depending on your payment-provider and integration architecture.

01
CHECKOUT

eCommerce

Save eligible payment methods as part of an approved online checkout flow.

02
CUSTOMER

CRM & Profiles

Associate payment references with customer-management workflows.

03
BILLING

Subscriptions

Use eligible stored methods for recurring-payment workflows.

04
INTEGRATION

API & Gateway

Connect supported vault functions through your payment integration layer.

From Payment Integration To Reusable Customer Profiles.

Start by identifying how customers pay today, where repeat payments occur and how your existing checkout or billing system should interact with the vault.

01
REVIEW

Map Your Billing Flow

Identify checkout, recurring billing, memberships and other repeat-payment use cases.

02
DESIGN

Define Vault Architecture

Determine how supported payment references should connect to your customer accounts.

03
CONNECT

Integrate Your Stack

Connect eligible gateway, API, checkout or billing workflows to supported vault functions.

04
LAUNCH

Start Saving Methods

Begin creating eligible payment references and using them within approved customer flows.

Common Payment Vault Questions.

Learn more about payment references, stored payment methods, recurring billing and customer profiles.

Ask Our Team

A customer vault is payment infrastructure that can store supported payment credentials within the configured payment environment and provide a reusable reference for future eligible transactions.

Tokenization replaces or references sensitive payment information using a non-sensitive identifier that can be used by supported payment workflows instead of directly using the complete credential.

Where supported, eligible vaulted payment methods can be referenced for subscriptions, memberships, installment arrangements and other repeat-payment models.

Depending on the vault and integration, a customer profile can support multiple payment references and may allow one method to be treated as the preferred option.

Saved payment references can support faster checkout experiences by allowing eligible returning customers to select an existing payment method rather than entering complete payment details again.

No. Tokenization and hosted payment infrastructure may help reduce direct handling of sensitive payment data, but a merchant's PCI responsibilities depend on the complete payment architecture and implementation.

Some payment environments support account-updater or network-token lifecycle services. Availability depends on the card networks, providers and payment configuration being used.

Integration depends on your payment provider. Supported vault functions may be accessed through a gateway, API, hosted checkout or other approved integration method.

READY TO BUILD YOUR CUSTOMER PAYMENT VAULT?

Make The First Payment Work For Future Transactions.

Talk to Zenith Transact about payment tokenization, customer profiles, recurring billing and saved-payment workflows built around your existing payment infrastructure.

Get Started Contact Us Vault capabilities depend on the approved payment configuration.