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arkvalleyinfo
October 16, 2018
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Is there a credit card authorization form for clients who want us to automatically charge their card for recurring orders?

  • October 16, 2018
  • 2 replies
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Original commenter did not share additional details
    Best answer by jessbru99568

    This is the recurring credit card authorization form downloaded from Intuit Merchant Services. :)

    If you are looking for something different or to include other things, you can also search Google for one or make one yourself. :) Hope this helps! 

    2 replies

    M
    Malcolm Ziman
    October 16, 2018
    there is just one for e-checks (ACH bank transfers) in QBO
      K
      K_PS
      August 29, 2019

      Where is it??  

      R
      Ryan_M
      August 29, 2019

      Hi @K_PS,

       

      Allow me to join this conversation and clear things up on where you can find the ACH authorization form.

       

      You'll have to create a recurring sales receipt template first to get a hold of the form. Let me show you how:

      1. Go to the Gear icon, then select Recurring Transactions.
      2. Click New.
      3. From the Transaction Type drop-down box, select Sales Receipt, then OK.
      4. Enter a Template Name.
      5. From the Type drop-down box, select Scheduled.
      6. Select the customer’s name from the Customer drop-down box. Then, verify the email.
        • Note: You can select Automatically send emails to send notifications to your customer when you process their payment.
      7. Set the interval. For example, if you need a sales receipt every first day of the month, the interval is Monthly on day 1st of every 1 month.
      8. Enter the Start and End Date.
      9. From the Payment method drop-down box, select Check.
        • Note: Select the Authorization hyperlink to send the Bank Transfer Authorization form to your customer. Check the box to ensure the payment will process each time a form is created.
      10. Select Save template.

      After printing the authorization form, follow the steps listed on the link shared by @Mark11_2-R above: Authorization form for recurring payments.

       

      In case you'd like to know where you can get the authorization form for credit card billing, take a look at this article: Set up a recurring sales receipt.

       

      Do you have any other questions in mind? Post them in the comments below, and I'll get back to you.

      jessbru99568
      jessbru99568Answer
      October 16, 2018

      This is the recurring credit card authorization form downloaded from Intuit Merchant Services. :)

      If you are looking for something different or to include other things, you can also search Google for one or make one yourself. :) Hope this helps! 

        A
        anon1
        October 16, 2018
        Any way to make this an e-Sign automatically through a link given to our clients for *them* to input their own billing information? The entire purpose of Online accounting, online invoicing, automation software comes to a halt when we have to print out this final step on paper.
          L
          lisadye
          November 12, 2019

          Have there been any updates on this?  We manage a couple hundred or more recurring transactions and deal with rejections monthly because clients have received new cards.  There has to be a better way to automate this. Does anyone know if QBO offers a way to obtain online cc info and signatures or is planning to in the future?

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