Tokenised payments let you securely save a customer’s card details so you can take payment at a later date, without the customer needing to re‑enter their card information.
This is ideal for deposits, final balances, or repeat invoicing.
What is Tokenisation?
Tokenisation allows a customer to securely save their card details against an invoice.
The card can then be charged later, once payment is due.
No payment is taken when the card is saved
Onrent Events never stores or displays full card details — only the last four digits are visible
Enable Tokenised Payments
Before using tokenised payments, you must first enable the feature.
Go to System Preferences
Scroll to Payment Settings
Set Enable tokenisation on invoices to Yes
Important
Tokenisation is off by default
If this is set to No, only standard Pay by Link payments will be available via the Klipboard Money integration.
Create an Invoice with Tokenisation
You can create an invoice in the usual way:
From a opportunity
From a project
As a manual invoice
When creating the invoice, complete the following additional fields:
Billing Contact
This can be found under billing address.
Select the person whose card will be used for payment.
This must be an contact
Company cards must be linked to a named person
Saved cards are stored against this billing contact and you’ll be sending the invoice document directly over to them.
Enable Tokenisation
Ensure tokenisation is enabled on the invoice before issuing it, this is found under Tax class.
Once complete, issue the invoice as normal and send out your invoice document to customers using the Payment URL, this appears within the document with these settings enabled.
What the Customer Sees
When the customer opens the invoice:
They are asked to consent to saving their card details
They can:
Add a new card
Select a previously saved card
Revoke consent at any time
Saving a card uses a £0.00 transaction.
No payment is taken at this stage!
Reusing Saved Cards
If you create another invoice for the same billing contact:
Their saved card will be available automatically
The customer does not need to re‑enter their card details
They can still look to add new card details or revoke consent
This makes repeat or staged payments faster and simpler.
Important Notes
Tokenised payments rely on customer consent
You are responsible for only taking payments that have been agreed
We recommend ensuring your own terms and conditions clearly explain how and when payments will be taken.
Reusing Saved Cards
If you create another invoice for the same billing contact:
Their saved card will be available automatically
The customer does not need to re‑enter their card details
They can still look to add new card details or revoke consent
This makes repeat or staged payments faster and simpler.
Customer Control & Security
Customers stay in control at all times:
They can remove saved cards
They can revoke consent
They can choose to pay using another method instead
OnRent Events:
Does not store card details, all the card information is handled by Klipboard Money.
Does not auto‑fill card information
Only displays the last four digits of a card.
Important Notes
Tokenised payments rely on customer consent.
You are responsible for only taking payments that have been agreed.
We recommend ensuring your own terms and conditions clearly explain how and when payments will be taken.
Frequently Asked Questions
Is payment taken when the card is saved?
No. Saving a card uses a £0.00 transaction only. No money is taken.
Can I prevent certain user roles enabling tokenisation?
Yes. Only Admins can enable system wide tokenisation. Also if a user doesn’t have access to invoices, they will not be able to take any kind of payment within Onrent Events.
Do customers have to use tokenised payments?
No. Tokenisation is optional and sits alongside standard Pay by Link payments.
How can I track tokenised payments?
You can visit your Payment page in order to see what stage your payment is at.
This can be found in:
1. Select opportunities.
2. Payments
These will be processed in the same manner as your payment links!