Customer Vault Management
When to use this screen
Use this to inspect saved payment methods (vault IDs) for a customer when billing cannot charge or the trader says “wrong card.” Traders manage cards on Billing. Do not store PAN in tickets.
Who can open it / who to ping
- Open: Customer vault manage.
- Ping billing before deleting/revoking a vault that is tied to an active subscription.
Find the record
Open Admin → Operations & Orders → Customer Vault Management. Search the trader.
Happy path
- Find the trader’s vault entries.
- Compare with what Billing shows on their side.
- If a charge failed, send the vault/gateway note to billing — do not ask the trader to paste a full card number.
Action catalog
| Action | When to use | Customer impact |
|---|---|---|
| List vaults | Failed renewal, wrong card | Read-only on this screen |
If this fails
- Empty list: they pay PayPal/another path without a vault, or the gateway customer id is missing.
- Never copy full card data into Slack.