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A Credit Card Authorisation Form for Credit Card Charges

Use this credit card authorization form pdf as a good starting point for getting protection if you need to charge a customer's credit card on a routine basis.

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About this course

description
lessonOverview

This is a release form that must be signed by the customer. It serves as a signature on file for credit card charges, which protects the creditor from charge-backs (i.e., customer disputes). Submitter Gloria Ego says that it was challenged once and they prevailed because of that document.

 

This should serve as a good starting point for getting protection if you need to charge a customer's credit card on a routine basis.

Modest modifications are needed to make this applicable for your company. As always, check with an attorney prior to implementing a new contract or procedure.

Note from submitter:
"This was previously reviewed by our attorney upon creation. It is pretty user-friendly. We do not, however, require a personal guarantee on file for all credit card users as indicated; it is a clause used for extra leverage if the customer is desperate to pay with credit cards (frequent flyer miles, etc.). Hey, we will take any additional protection we can get."
instructor
name title image description Ins
Editor Highako Academy Highako.com is a video-first micro-learning platform trusted by over 10,000+ Credit and Collections professionals. Leverage Highako to drive skill growth with role-specific expert video lessons, and hands-on assessments. Connect and collaborate with the largest credit community and get access to ready-to-use templates.  
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About this course

description
lessonOverview

This is a release form that must be signed by the customer. It serves as a signature on file for credit card charges, which protects the creditor from charge-backs (i.e., customer disputes). Submitter Gloria Ego says that it was challenged once and they prevailed because of that document.

 

This should serve as a good starting point for getting protection if you need to charge a customer's credit card on a routine basis.

Modest modifications are needed to make this applicable for your company. As always, check with an attorney prior to implementing a new contract or procedure.

Note from submitter:
"This was previously reviewed by our attorney upon creation. It is pretty user-friendly. We do not, however, require a personal guarantee on file for all credit card users as indicated; it is a clause used for extra leverage if the customer is desperate to pay with credit cards (frequent flyer miles, etc.). Hey, we will take any additional protection we can get."
instructor
name title image description Ins
Editor Highako Academy Highako.com is a video-first micro-learning platform trusted by over 10,000+ Credit and Collections professionals. Leverage Highako to drive skill growth with role-specific expert video lessons, and hands-on assessments. Connect and collaborate with the largest credit community and get access to ready-to-use templates.  
related
image tag title description link contentType
KPIs and Reporting Credit Group Confidentiality Breach Case Study Read this case study on Credit Group confidentiality agreement to know how to handle the situation when your confidentiality is breached by an Email to sales https://academy.highako.com/credit-group-confidentiality-breaching-case-study  
Deductions Resolution Understanding Credit Limit & Scoring in Microsoft Dynamics D365 Watch this online training course to understand the concepts of credit limit & scoring in D365 https://academy.highako.com/credit-limit-scoring-d365-course