How do I create a Secure Payment Profile with the Portal?

Secure Payment Profiles allows you to create consumer profiles to store confidential payment data. You can then process transactions against these profiles without needing to recollect any payment information.

You can create a Secure Payment Profile with the Portal or via a webform. 

Must know:

  • The Payment Profiles feature must be configured to your account.
  • You will need Full Access to create a Payment Profiles within the Portal or you can use the Payment Profile Webform.
How do I create a Secure Payment Profile with the Portal?
  1. Within the Portal go to Processing > Payment Profiles.
  2. Click ‘Add Account’.
  3. Fill in the information. 
  4. Click ‘Add Account’.
How can I create a Secure Payment Profile using the Webform?
  1. Within the Portal go to Configuration > Payment Profile Webform.
  2. Configure the webform to include the information you would like to collect from your consumer.
  3. Click ‘View Preview’.
  4. A new window will open. This URL will allow you to access the Secure Payment Profile Web Form.
  5. A new Secure Payment Profile will be created each time someone submits the form.

Good to know:

  • You may store more than one credit card for each profile. Navigate to configuration > payment profile configuration to set the max number of cards.
  • The Secure Payment Profile Web Form URL can be used by anyone with the link. Ensure to follow best practices to secure it.
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