One of the big advantages to using Customer Portal is that customers can securely store the bank accounts and credit cards they will use to make payments so they don’t have to enter them each time they pay an invoice or place an order.
The stored payment account information is encrypted using state-of-the-art technology, and can only be decrypted during the course of a transaction—which is why the full bank account or credit card number is never displayed on payment forms or anywhere in the system.
If customers have done business with you prior to enrolling in Customer Portal, they may see bank accounts and/or credit cards already stored in the system when they first access it, as shown below. First time customers will only see fields for entering new accounts.
