Update Customer Information

You can update a customer's information, including their payment method, after you've stored their information in the Vault. Just search for the customer and click on the ID link. You can edit:

• Customer Details
• Payment Methods
• Addresses

Editing information for one or two customers in the Control Panel is pretty easy, but if you need to update information for a lot of customers, it’s best to handle this via the API instead.

Payment methods

Before updating any payment methods in the Control Panel, you should be aware that updating credit card numbers in the Control Panel may affect the PCI compliance scope for your business. Make sure you're aware of the risk before proceeding.

If you're using our recurring billing feature, it's important to note that adding a new payment method to a Vault record doesn’t automatically update existing subscriptions. You'll need to update the subscription directly.

Addresses

Each customer Vault record can contain up to 50 addresses. There are two types of addresses that can be stored with a Vault record:

• Billing addresses: stored in the Vault and associated with one or more payment methods
• Shipping addresses: stored in the Vault and designated on a per-transaction basis

Billing address

There are several ways to specify or update a billing address associated with a payment method in the Control Panel.

Editing a billing address

You can edit a billing address that is already associated with a payment method in a Vault record.

1. Log into the Control Panel
2. Click on Vault in the navigation bar
3. Scroll to the Customer Search section
4. Define your desired parameters and click the Search button
5. Click on the desired customer ID link
6. Scroll to the Addresses section
7. Click on the Edit link to the right of the address you'd like to update
8. Make any desired changes
9. Click the Update button

Adding a new billing address

You can add a new billing address to be associated with an existing payment method in a Vault record.

1. Log into the Control Panel
2. Click on Vault in the navigation bar
3. Scroll to the Customer Search section
4. Define your desired parameters and click the Search button
5. Click on the desired customer ID link
6. Scroll to the Addresses section
7. Click the Add Address button located to the right
8. Fill in the address details
9. Click the Create button

Selecting a different billing address

If you want to select an address that already exists in the Vault record as a billing address:

1. Log into the Control Panel
2. Click on Vault in the navigation bar
3. Scroll to the Customer Search section
4. Define your desired parameters and click the Search button
5. Click on the desired customer ID link
6. Scroll to the Payment Methods section
7. Click the Edit link to the right of the payment method you'd like to alter
8. Scroll to the Billing Address section
9. Select the Use a Saved Address option
10. Choose the address from the drop-down menu
11. Click the Save button

Shipping address

You can choose to include a shipping address when creating a transaction from a Vault record. Shipping addresses can be included by:

• Using an address already associated with the Vault record
• Using the billing address associated with the payment method
• Creating a new address during the transaction