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How to Access Vault Invites

 

Vault Invites make it easy for parents and/or students to store card information, especially if they don’t feel comfortable giving it in person. Kicksite’s Vault Invites feature allows you to email them a secure link that allows them to enter card information. After the card information has been entered by the student or parent, you can use the Vault Item to set up a recurring billing or run a transaction.

Click the following link to watch the video about how to send a Vault Invite.

 

First Steps

First, you need to request billing before you can send Vault Item invitations.

 

To access Vault Invites:

Click Quick Links in the left panel, click Billing Finance, and then click Vault Invites. (Alternatively, from within Kicksite, click Billing, and then hover over the Vault menu and click Vault Invites.)

​From the Vault Invites page, you can send vault invites, see who has set up a vault item, and see who is ineligible for a vault invite:

  • Vault Registered: Click to view students or families that have been sent an invite and have registered a vault item via the link.
  • Vault Pending: Click to view students or families that have been sent an invite but have not registered a vault item.
  • Eligible for Vault Invite: Click to view students or families that have not yet been sent an invite but have a valid email address.
  • Ineligible for Vault Invite: Click to view students or families that do not have a valid email address in the system.

 

To send Vault Invites:

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

2. Click the Eligible for Vault Invite link.

3. Select the Students or Families you would like to send invites to. Send individual requests by select the check box next to the student’s name. Send mass invites by clicking Check All.

4. (Optional) Type a personal message to be included in the Vault Invite email.

5. Click the Send Invitations button.

 

What’s Next?

​After you have collected or entered students’ payment information, you can set up recurring billing.

 

Next How to Create a Vault Item