This documentation will provide the steps necessary for tokenizing a customer’s payment
information in RepDesk.
1. First, find an existing sales order, or make a new one if there are no existing orders, with
the customer and vendor you would like to tokenize. Select the vendor in that sales
order.
2. Next, you will have to edit and update the card that you would like to tokenize. To do this,
please select the edit icon and add the CC information and then select "Update Customer
file" on the bottom of the section. Please note that the credit card information such as the
address, zip code, name, etc., must match the card holder's information.