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How to Create a Vault Item

 

A Vault Item is a secure way to save a payment method. This information is not stored on the Kicksite server, nor can it be accessed in any way by Kicksite. The payment information is managed on a secure, Payment Card Industry (PCI) Compliant system by our payment provider.

Click the following link to watch the video about creating a Vault Item.

 

First Steps

First, you need to request billing before you can enter a Vault Item.

 

To create a Vault Item:

1. Click Quick Links in the left panel, and then click New Vault Item under the Billing/Finance tab. (Alternatively, from within Kicksite, click Billing, and then hover over the Vault menu and click New Vault Item.)

2. To add a credit card, click Add Credit Card; to add a checking account (if applicable), click Add Checking Account.

3. Fill in the required fields, and then click the Add Vault Item button. The Vault Item will be saved.

To view the Vault List:

1. Click Quick Links in the left panel, and then click Vault Lists. (Alternatively, from within Kicksite, click Billing, and then hover over the Vault menu and click Vaults List.)

2. (Optional) Click Search Vaults to locate the desired Vault Item.

3. After locating the vault, click View to its right.

Remember: For security reasons, you can only see the last 4 digits of the card or checking account on file.

To edit a Vault Item:

1. Click Quick Links in the left panel, and then click Vault Lists. (Alternatively, from within Kicksite, click Billing, and then hover over the Vault menu and click Vaults List.)

2. (Optional) Click Search Vaults to locate the desired Vault Item.

3. After locating the vault, click Edit to its right.

4. Deselect the Keep Credit Card Details check box and re-enter all of the required information.

5. Click Update Vault Item at the bottom of the form.

 

What’s Next?

​If you haven’t already, send your students (and their parents) a Vault Item invitation so they can enter their payment information. After you have entered or collected Vault Items, you can set up recurring billing.

 

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