How to Save and View Payment Methods Online

If a customer's autorenewal or saved method of payment cannot process, updating their payment information will more likely than not help resolve the issue. The easiest way to update the payment information is for the customer to sign in and update it themselves. Below are the instructions that you can send to your customers about saving and viewing their payment methods online. Send all of the steps to customers who want to save their card for the first time. For customers who need to update their information, send them Step 7 through Step 9.


If you do not currently use credit card vaulting, send a message to to learn about the fees associated with credit card vaulting and how you can get credit card vaulting set up.


1. Click on the User icon at the top of the screen. If you do not have an account, you may make one at this time. 


2. Select all of the items you wish to purchase and add them to your cart.

3. Once you have all of your items in the cart, either click on the Cart Icon or the Proceed to Checkout button to start the payment process.  


4. Enter your credit card information when prompted.


5. If you wish to save your payment information, check the box next to Save this payment method for use on future orders? 


6. Agree to the Terms and Conditions and finish the checkout process. 

7. To view and/or edit your credit card information, click on the My Account button at the top of the page.


8. Click on the Edit Payment Options button to see a list of all your saved credit cards. 


9. Click on Add New Payment Options button to add another credit card.


To update an existing payment method, click Edit This Payment Option instead. This will allow the customer to update the saved name, expiration date, and number.

10. The next time that this customer signs in and makes a purchase online, they will be able to see all of their saved payment methods during the checkout process. 



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  • Avatar
    LuAnn Roth

    Do we pay Agile any additional charges when customers choose to save their payment method?

  • Avatar
    Hope Biber

    Hi Luann!
    Credit Card Vaulting is $0.15 per card for the life of the card. So if I were to enter a card to be saved, you will get charged $0.15 for that card.

    If I remove the card completely and enter a new card, then you will get charged $0.15 for the new card.

    NOTE: when a customer's card expires, you will not be charged for them updating the expiration date on the card as long as they do not remove the card itself.

    Hope that helps. Let me know if you have any other questions.

  • Avatar
    LuAnn Roth

    Ok - just so I'm crystal clear: Agile DOES charge $0.15 per card for the life of the card.

  • Avatar
    Hope Biber

    Yes - a one time charge for that card that is stored. If they add any additional cards to their account (as some folks will) you will get charged for the new cards one time.