Customer Vault in the Easy Pay Direct Gateway

The Customer Vault is a PCI-compliant way to store your customer’s payment details inside the Easy Pay Direct Gateway, so you can reuse saved billing info for future charges without storing card or bank data on your own systems.

The Vault can store credit cards and electronic checks, and the Gateway will always mask sensitive payment details (you will not see the full card number).

Enable the Customer Vault (First Time Only)

  1. Log in to the Gateway as the ADMIN user
  2. In the left menu, click Customer Vault
  3. Click Sign-up to enable the service
  4. Complete the two-step authorization/agree flow to finish enabling

Add a Customer to the Vault

  1. Go to Customer Vault → Add Customer
  2. Choose the entry type: Credit Card or Electronic Check
  3. Enter the required fields (marked with a red asterisk)
    • Tip: Fill in additional fields (like name/email) to make searching easier later
  4. Scroll down and click Submit to save the customer

Optional: Customize the Vault Entry Form

If you want to hide fields you never use:

  1. Click the settings/gear icon on the form
  2. Click the red X next to fields you want to remove
  3. Click the disk/save icon to save your layout

Find a Customer in the Vault

  1. Go to Customer Vault → List Customer
  2. Search using any details you have (Vault ID, last name, account number, etc.) and click Submit

Use a Vaulted Customer for Future Charges

From the customer’s Vault record (or the actions on the customer list), you can quickly:

  • Run a Sale
  • Run an Authorization
  • Create a Recurring Subscription
  • Create an Invoice

This lets you charge a customer again using their saved billing method without re-entering full payment data, helping reduce PCI handling risk on your side.

Video Walkthrough

Watch the video below to see how to add a customer, search the vault, and run a transaction using a vaulted billing method: