Vaulting Service

The Vaulting Service is a separate module you can access from the Application Launcher. If you store tokens rather than actual credit card numbers in Circulation, the Vaulting Service can be used to enter credit card information and receive a token (vault ID) back from your credit card authorization vendor. The credit card information itself is not actually entered in Circulation, but on the Hosted Order Page, which can be accessed from the Vaulting Service.

Because the Hosted Order Page is built into the payment entry process in Customer Service and Graphical Batch Payments, the Vaulting Service is typically required only when entering a credit card payment in character Batch Payments. For example, the Accounting department may not have access to Customer Service; they may use the Vaulting Service for entering credit card payments returned in the mail with renewal notices.

Tokenize a credit card payment

• You will typically use the Vaulting Service when entering a credit card payment in character Batch Payments. In the Credit Card window that displays when the Pay Type is “Credit Card,” enter the masked credit card number (full credit card number entry is not allowed in a tokenized environment) and expiration date. The subscriber’s name defaults as the Holder Name.

• If the payment has already been authorized by your credit card vendor, enter the authorization number in the Authorization field. If it has not be authorized, leave Authorization blank. If no authorization number is entered, the payment will be sent to the credit card vendor for authorization.

Note:

It is important that you enter the authorization number, if the payment has already been authorized. If the authorization number is not entered and the payment has already been authorized, the subscriber could be charged twice.

• Open the Vaulting Service from the Application Launcher. The Vaulting Service screen displays. This screen is similar to the Credit Card Info window that displays when entering a payment in Customer Service. It will look different based on your credit card authorization vendor (the example below shows Braintree).

• Enter the SubscriptionID being processed, and click the button at the bottom of the window to launch the Hosted Order Page.

• The Hosted Order Page displays, as when entering credit card payments in Customer Service.

• Enter the credit card information into the Hosted Order Page fields, and click Submit. This will not charge the card—it will simply vault it, and return a token.

• The (masked) credit card number displays on the Vaulting Service screen, along with related credit card information and a vault ID (token).

• Enter the token in the Vault ID field in the Credit Card window in Batch Payments. You can then accept the payment.