Overview
The Customer Vault is Ecrypt’s secure, centralized database of saved customer profiles and payment methods. Think of it as a digital Rolodex of your customers — each record stores a customer’s contact information, one or more saved payment methods (credit card or ACH bank account), billing/shipping addresses, and a full transaction history. Storing customers in the vault lets you:- Run future charges without re-entering card details
- Create subscriptions linked to a saved profile
- Send invoices that customers can pay with a stored method
- Track all transactions associated with a specific customer in one place
Navigating to the Customer Vault
From the left sidebar, under APPS, click Customer Vault.The Customer List (List View)
By default the Customer Vault opens in List View, showing a paginated table of all customers.Table Columns
| Column | Description |
|---|---|
| Ecrypt Public ID | A system-generated UUID that uniquely identifies the customer in Ecrypt’s platform |
| First Name | Customer’s first name |
| Last Name | Customer’s last name |
| Phone | Customer’s phone number (shows “N/A” if not provided) |
| Customer’s email address | |
| Account Data | Masked primary payment method (e.g., 411111******1111 VISA) |
| Merchant Customer ID | Your internal customer identifier (set when the customer was created) |
Sorting
Click any column header to sort the list by that column. Click again to reverse the sort order.Pagination
Use the Rows per page dropdown (bottom right) to show 10, 25, or 50 customers per page. Use the arrow buttons to navigate between pages.Grid View
Click Grid View (top right) to switch to a card-based layout. Each card shows the Customer ID badge, full name, email, phone, and primary payment method. Click List View to switch back.Credit Card Filters
At the top right you’ll find three tabs:| Filter | What it shows |
|---|---|
| All | All customers regardless of card status |
| Expiring Soon | Customers whose primary card expires within the next 30 days |
| Expired | Customers whose primary card has already expired |
Filtering Customers
Click Filters to open the filter panel. You can filter by:- Ecrypt Public ID — exact match on the system UUID
- First Name
- Last Name
- Phone
- Account Data — partial match on the masked card number
- Merchant Customer ID — your internal ID
- Date Created — date range the customer was added to the vault
Adding a New Customer
Click Add Customer in the left sidebar under ACTIONS from any page.The “Add to Customer Vault” Form
Personal Information| Field | Required | Notes |
|---|---|---|
| Full Name | Yes | Customer’s full name |
| Company Name | No | Optional business name |
| Recommended | Used for receipts and invoices | |
| Phone Number | No | Customer’s phone number |
| Field | Required | Notes |
|---|---|---|
| Name On Card | Yes | Exactly as it appears on the card |
| Credit Card Number | Yes | Full card number — stored securely and tokenized |
| Expiration Date | Yes | MM/YY format |
| Street Address | No | Billing address for AVS verification |
| City / State / Zip | No |
| Field | Required | Notes |
|---|---|---|
| Name On Account | Yes | Account holder name |
| Account Number | Yes | Bank account number |
| Routing Number | Yes | 9-digit ABA routing number |
| Street Address / City / State / Zip | No |
| Field | Notes |
|---|---|
| Customer ID | Your internal customer identifier (e.g., from your CRM or e-commerce system) |
| Customer Notes | Free-text field for any additional context or instructions |
Viewing a Customer Profile
Click any row (or card in Grid View) to open the customer’s profile panel.Profile Header
- Full name and Customer ID badge
- Phone, email, and company name
- Ecrypt Public ID (the system UUID)
Action Buttons
| Button | What it does |
|---|---|
| + Actions | Dropdown: New Transaction, New Subscription, Delete |
| Add To Wallet | Adds a new payment method to this customer |
| Edit Customer | Opens the customer edit form |
Customer Wallet
Displays all saved payment methods as card tiles. Each tile shows:- Cardholder name and masked card number
- Expiration date and card brand logo (Visa, Mastercard, Discover, etc.)
- DEFAULT badge on the primary payment method
- EXPIRED or EXPIRING SOON badge when applicable
- An UPDATE button to modify or remove the method
Billing & Shipping Address
The customer’s saved billing address and default shipping address (if different from billing).Customer Notes
Free-text notes associated with the customer record.Customer Transaction History
A full table of all transactions linked to this customer — ID, Date, Amount, Type, Account Data, and Status. Click any row to open the full transaction detail.Editing a Customer
From the customer profile, click Edit Customer. Editable fields:- Full Name, Company Name, Email, Phone Number
- Shipping Address (Street, City, State, Zip)
- Merchant Customer ID
- Customer Notes
Managing Payment Methods
Adding a New Payment Method
Click Add To Wallet from the customer profile. Select Credit Card or ACH, fill in the payment details, check Make Default if this should be the primary method, and click CONFIRM.Updating an Existing Payment Method
Click UPDATE on any card tile. The form pre-fills with the current card’s details. Update the expiration date, name, or billing address as needed, then click CONFIRM.Deleting a Payment Method
From the card UPDATE form, click DELETE WALLET (shown in red) to permanently remove that payment method.Note: Deleting a payment method cannot be undone. If this is the customer’s only saved method, their wallet will be empty afterward.
Running a Transaction for a Customer
From the customer profile, click + Actions → New Transaction. A payment form opens pre-filled with the customer’s saved payment method, so you can charge them without re-entering card details.Creating a Subscription for a Customer
From the customer profile, click + Actions → New Subscription. The subscription creation flow launches with this customer pre-selected.Deleting a Customer
From the customer profile, click + Actions → Delete.Warning: Deleting a customer permanently removes their profile and payment methods from the vault. Historical transaction records are retained in Reporting. This action cannot be undone.
Tips & Best Practices
- Always enter an email address — it enables invoice delivery and payment receipts.
- Use Merchant Customer ID to link Ecrypt records to your own system (CRM, e-commerce platform, etc.).
- Monitor “Expiring Soon” regularly — proactively contact customers to update cards before subscriptions or recurring charges fail.
- Add Customer Notes for billing instructions, account flags, or any team-facing context.
- Set a Default payment method when a customer has multiple cards on file, to ensure the correct card is charged for new transactions and subscriptions.