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Customer Vault

Customer Vault has several features helping you to effectively manage your Customer Vault records.

Customer Vault table​

The Customer Vault table collects all of your records and displays them for you.

Name​

Name of the Customer.

Email Address​

Email address of the Customer.

Payment method​

Payment method type of the Customer. It can be Card or ACH.

Payment method details​

Payment method details. It can be Card number details or ACH details.

Actions​

  • Charge Customer: Create a one-time transaction for a given Customer

  • Subscribe Customer: Create a subscription for a given Customer

  • Edit Customer: Edit the data of a given Customer

  • Delete Customer: Delete a given Customer

Create New Customer​

  • First Name: First Name of the Customer

  • Last Name: Last Name of the Customer

  • Email Address: Email address of the Customer

Customers are always identified by their email addresses. Make sure to use a unique email address for every Customer.

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Features and UI may vary based on your chosen gateway.

  • Payment Information: Payment method of the Customer. It can be Card.
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Revere Payments uses Plaid for ACH transactions so only end-user products have ACH support.

  • Billing Address Information: Billing address information of the Customer.

Custom Fields​

When creating or editing a Customer Vault record, you can capture extra information using the Custom Fields assigned to the Customer Vault.

In the Custom Fields section, select the Custom Field you wish to add, then enter its value. Click on the Add Additional Custom Field button to add more than one.

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Custom Fields are set up in your Account Settings, where you choose their type and which products they apply to. To learn more, see the Custom Fields page.

Custom Field filter​

Coming soon

This feature is not available yet. The details below describe how it will work after release.

The Filter bar on the Customer Vault page includes a Custom Field option, which lets you narrow your records down to those that include a selected Custom Field.

The Custom Field filter is a single-select dropdown, so you can filter by one Custom Field at a time. It only lists Custom Fields that occur in your Customer Vault records, and it is disabled when none of your records use a Custom Field for the selected period.

Selecting a Custom Field refreshes the table to show only the records that include it. Choosing a different Custom Field replaces your previous selection. The Reset Filter option clears the Custom Field along with your other filters.