Manage Subscriptions in Token Management

When you manage subscriptions from the Token Management area in the , you can search tokens using these filters:

• Account Number
• Card Expiration
• Card Number
• Date Range
• Email
• First Name
• Last Name
• Merchant Defined
• Payment Account Reference
• Token ID
• Zip/Postal Code

Prerequisites

Log in to the for your environment before completing any of the tasks on this page:

Create a Customer Token

The token represents customer-related information including details for a payment card or electronic check, billing address, shipping address, and merchant-defined data.

Follow these steps to create a customer token:

1. On the left navigation panel, click Token Management.
2. Click Customers. The Customers page appears.
3. Click Create token. The Create Customer page opens.
4. Under Customer Details, enter:
   • Reference: a name for the customer token.
   • Email: email address for the customer.
   • Description: description of the customer token.
5. Under Payment Information, enter:
   • Currency.
   • Payment type.
   • Account information for the selected payment type.
6. Enter the billing information for the customer.
7. Enter the shipping information for the customer. If it is the same as billing information, check the Same as Billing Information box.
8. (Optional) Enter any merchant-defined data fields.
9. Click Save.

View a Subscription in Token Management

You can view subscription details, including payment history and the next scheduled payment. Use these filters to search for subscriptions:

• First name
• Last name
• Plan name
• Subscription code
• Subscription status

Follow these steps to view a subscription in the Token Management area of the :

1. On the left navigation panel, click Token Management. The Token Management page appears.
2. Click Token List. The Token List page appears.
3. To view the details for a subscription, click the token ID. The Subscription Details page appears.

Edit a Subscription in Token Management

Follow these steps to edit a subscription in Token Management:

1. On the left navigation panel, click Token Management.
2. Click Token List. The Token List page appears.
3. Check the box for the token ID. The Token Details page appears.
4. Click the Subscriptions tab.
5. Click the subscription code. The Subscription Details page appears.
6. Click Edit. The Edit Subscription page appears.
7. To change the status of the subscription, click Suspend Subscription or Cancel Subscription.
8. To edit the subscription, click Edit.
9. Edit any of these options:
   • Billing amount
   • Plan option
   • Subscription code
   • Subscription name
10. Click Update. The Subscription Details page appears.