You can update a customer's information, including their payment method token, after you've stored their information in the Vault. Just search for the customer and click on their Customer ID, and you'll be able to edit the items listed below:

  • Customer Details
  • Payment Methods
    • PayPal payment methods must be updated via the API to keep customers’ PayPal accounts secure
    • Updating a credit card number in the Control Panel may affect the scope of PCI compliance for your business
    • Adding a new payment method to a Vault record doesn’t automatically update existing subscriptions.
  • Addresses

There are some nuances to keep in mind when updating addresses, so the rest of this page focuses on those. 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.

Addresses

Addresses are always associated with a customer Vault record. Each customer Vault record can contain up to 50 addresses, and you can reference any of those addresses to use them with payment methods (billing addresses) or transactions (shipping addresses).

Billing address

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

Edit the address currently associated with the payment method on the customer detail page

  1. Log into the Control Panel
  2. Search for the customer and click on the Customer ID
  3. On the Customer Details page, navigate to Addresses and click Edit next to the desired address
  4. Fill out the appropriate information and click Update

Enter a new address on the payment method edit page

  1. Log into the Control Panel
  2. Search for the customer and click on the Customer ID
  3. On the Customer Details page, navigate to Payment Methods and click Edit next to the desired payment method
  4. Navigate to Billing Address and select Create a New Address
  5. Fill out the appropriate information and click Save

Select a different existing address on the payment method edit page

  1. Log into the Control Panel
  2. Search for the customer and click on the Customer ID
  3. On the Customer Details page, navigate to Payment Methods and click Edit next to the desired payment method
  4. Navigate to Billing Address and select Use a Saved Address
  5. Choose the address from the drop-down menu
  6. Click Save

Create a new address on the customer detail page and then select it on the payment method edit page

  1. Log into the Control Panel
  2. Search for the customer and click on the Customer ID
  3. On the Customer Details page, navigate to Addresses > Add address
  4. Fill out the appropriate information and click Create
  5. On the Customer Details page, navigate to Payment Methods and click Edit next to the desired payment method
  6. Navigate to Billing Address and select Use a Saved Address
  7. Choose the address from the drop-down menu
  8. Click Save
note

If you update an existing customer address, that change will be reflected in any payment methods that are using it as a billing address.

None of the update methods above will trigger your gateway’s AVS rules, but you can separately verify the new address.

Shipping address

When creating a transaction, you have the option to include a shipping address. You can use a saved address, use the billing address, or create a new address. If you choose to create a new shipping address when creating a transaction, that address will be used for the transaction. It will also be added to the customer Vault record.

note

You can’t update the shipping address associated with a specific transaction after the transaction has been created. However, you can add or update customer addresses that will be available to use as a shipping address on future transactions.

Still have questions?

If you can’t find an answer, contact our Support team.


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