> ## Documentation Index > Fetch the complete documentation index at: https://docs.ecrypt.com/llms.txt > Use this file to discover all available pages before exploring further. # Customer Vault ## 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) | | **Email** | 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 | These are useful for proactive outreach before subscription or recurring payments fail. *** ## 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** * **Email** * **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 For each filter, select a **Filter Type** (equals, contains, starts with, etc.) and enter a **Value**. Click **+ Add Filter** to stack multiple filters, **Apply Filters** to run the search, or **Clear Filters** to reset. *** ## 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 | | Email | Recommended | Used for receipts and invoices | | Phone Number | No | Customer's phone number | **Customer Wallet** — select Credit Card or ACH: *Credit Card* | 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 | | *ACH (Bank Account)* | 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 | | The **"My billing address is the same as my shipping address"** checkbox is pre-checked. Uncheck it to enter a separate shipping address. **Extra Info** | 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 | Click **ADD CUSTOMER** to save. The customer will immediately appear in the vault list. *** ## 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 Click **CONFIRM** to save, or **GO BACK** to cancel. *** ## 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. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.