Viewing A Credit Card Number

The credit card data stored in Infusionsoft is encrypted by default. This is required by the Payment Card Industry Security Standard (PCI DSS). This protects your customers from credit card fraud and protects you from related legal issues. Users must have the "Can reveal credit card data" permission in order to view credit card data. Your company's Infusionsoft system administrator will need to grant you this permission.

  1. While viewing a contact record, click on the Order tab.

     
  2. Go to the Credit Cards section and click on the credit card link.

     
  3. Go to the Credit Card Information section and click on View secure credit card information. Note: If you don't see this link, you don't have permission to view credit card information.

     
  4. Enter your Infusionsoft password to confirm your identity. The system will give you access to credit card data for up to 15 minutes. After 15 minutes, the system will automatically disable access, and you will need to re-confirm your identity to access the information again..

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