Manage Subscriptions in
Token Management

When you manage subscriptions from the
Token Management
 area in the
Business Center
, you can search tokens using these filters:
  • Date Range
  • Card Expiration
  • Email
  • Card Number
  • Token ID
  • Zip/Postal Code
  • Last Name
  • First Name
  • Merchant Defined
  • Account Number
  • Payment Account Reference
IMPORTANT
Due to mandates from the Reserve Bank of India, Indian merchants cannot store personal account numbers (PAN). Use network tokens instead.
For more information on network tokens, see the Network Tokenization section of the
Token Management Service
 Developer Guide.

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

Viewing 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:
  • Subscription code
  • First name
  • Last name
  • Plan name
  • Subscription status
Follow these steps to view a subscription in Token Management:
  1. Log in to the
    Business Center
    .
  2. On the left navigation panel, click
    Token Management
    .
  3. Click
    Tokens
    . The Token List page appears.
  4. To view the details for a subscription, click the token ID. The Subscription Details page appears.
Manage Subscriptions in Token Management

Editing a Subscription in Token Management

You can add a differential fee to a subscription using the
Surcharge Amount
 and
Surcharge Description
 fields when you create a subscription. The surcharge amount is added to the billing amount when the recurring payment is processed. Before including a surcharge in your subscription, refer to your local regulations for compliance on surcharging customers, and confirm that your processor supports surcharges.
Information you can edit:
  • Subscription code
  • Subscription name
  • Plan option
  • Billing amount
Follow these steps to edit a subscription in Token Management:
  1. Log in to the
    Business Center
    .
  2. On the left navigation panel, click
    Token Management
    .
  3. Click
    Tokens
    . The Token List page appears.
  4. Check the box for the token ID. The Token Details page appears.
  5. Click the
    Subscriptions
     tab.
  6. Click the subscription code. The Subscription Details page appears.
  7. Click
    Edit
    . The Edit Subscription page appears.
  8. To change the status of the subscription, click
    Suspend Subscription
     or
    Cancel Subscription
    .
  9. To edit the subscription, click
    Edit
    .
  10. Make changes.
  11. Click
    Update
    . The Subscription Details page appears.
Manage Subscriptions in Token Management