Customer Vault

Securely store sensitive customer information

Store your customers at Fluid Pay® and let us handle everything for you.

The Customer Vault was designed specifically for businesses of any size to address concerns about handling sensitive credit card and ACH information. Avoid the huge costs and resources involved in becoming PCI compliant, mitigate your risk by utilizing the vault.

The Customer Vault solution allows you to securely store billing details in the gateway. You can create custom records via the merchant control panel for both credit cards and ACH transactions. Merchants should never store or have to worry about clear text credit card or ACH information on their systems, let our secure environment do the legwork for you.

Once a record has been created, you can store the Vault ID in your system and reference that ID anytime in the future to charge that customer, or reference that ID for recurring billing transactions.

The Customer Vault works directly with the entire Fluid Pay® Gateway and is deeply embedded in the Recurring Billing Ecosystem.

The Customer Vault will reduce the amount of sensitive data that touches your system, reducing your PCI footprints while making your billing process seamless.

Reduce PCI Compliance

All data is stored securely in Fluid Pay® instead of on your system. We are a Level 1 PCI Certified Service Provider. Let us worry about the details of security and compliance so you can run your business. Lessen the cost of your annual security audit and PCI Self Assessment Questionnaire (SAQ) by utilizing the Customer Vault.

Advanced customer details

Save multiple payment methods and addresses. Add descriptions and custom fields so that you can add information which is important for your business.

Advanced filter options

Search or filter in your customer records. Using our advanced filter capabilities, you can search for every field or filter for multiple ones.

Share vault records between merchants

Do you have multiple merchants within the same business? Simply allow sharing customer vaults between merchants and they will be distributed among the merchant accounts.

Use seamlessly with other Fluid Pay® products

Utilize the Fluid Pay® Ecosystem to enhance your workflow. Use the Vault Records with our Virtual Terminal, Processa App, Recurring Transactions, E-invoicing etc.

Enhance Customer Vault with our Automatic Account Updater

Use the Automatic Account Updater to automatically update the expired payment methods of your customers.

Contact us to learn more