How to Enable Payment Card Tokenization

With the Payment Instruments feature, you can tokenize payment cards, and then use payment card tokens for payment processing. To enable payment card tokenization, you must create an instance of the Tokenized Payment Card payment method type, and enable payment card tokenization on the payment processing profile.

To create an instance of the Tokenized Payment Card payment method type:

1. Go to Setup > Accounting > Accounting Lists > New.
2. On the Add to Accounting Lists page, click Payment Method.
3. In the Name field, enter the name of the new payment method.
4. From the Type dropdown list, select Payment Card Token.
5. (Optional) From the Associated Payment Processing Profiles list, select a profile or profiles that you want to associate with the new payment method.
6. Click Save.

Prerequisites for enabling payment card tokenization on a payment processing profile:

• The Payment Instruments feature must be enabled.
• Your plug-in implementation must support tokenization.
• An instance of the Payment Card Token payment method type must be previously created.

To enable payment card tokenization on a payment processing profile:

1. Go to Setup > Accounting > Payment Processing Profiles.
2. Click Edit on the payment processing profile for which you want to enable tokenization. Alternatively, you can create a new profile by clicking New Payment Processing Profile.
3. In the Tokenization section, check the Replace Payment Card by Token box.
4. From the Payment Card Token Payment Method dropdown list, select a payment method.
5. Click Save.