Customer Pre-Authorized Payment Form

PrintBrad · ‎May 11, 2021

I'm wondering if there is a pre-authorized payment form that I can provide to customers to submit their credit card information and signature. At one point I remember it coming up when I added information to someone's customer profile that they needed to sign this form but I have not seen it since.

Thanks,

JamesM4 · ‎May 11, 2021

Hello PrintBrad,

Thanks for reaching out to us here. It's good you're looking for a Pre-Authorized Payment Form in order to maintain the transparency between you and your customers. Don't worry, I'd be glad to steer you in the right direction so you can take advantage of all the amazing features in QuickBooks.

A Pre-Authorized Payment Form is generated when you save a recurring sales receipt template on your account. I encourage you to check out this helpful article here that shows you how to set up a recurring sales receipt. The form you're looking for is generated once you save the recurring template. I encourage you to give this a try and let me know how you make out.

I'll be one message away in case you need further assistance. Otherwise, I wish you a great rest of the week!

View solution in original post

JamesM4 · ‎May 11, 2021

Hello PrintBrad,

Thanks for reaching out to us here. It's good you're looking for a Pre-Authorized Payment Form in order to maintain the transparency between you and your customers. Don't worry, I'd be glad to steer you in the right direction so you can take advantage of all the amazing features in QuickBooks.

A Pre-Authorized Payment Form is generated when you save a recurring sales receipt template on your account. I encourage you to check out this helpful article here that shows you how to set up a recurring sales receipt. The form you're looking for is generated once you save the recurring template. I encourage you to give this a try and let me know how you make out.

I'll be one message away in case you need further assistance. Otherwise, I wish you a great rest of the week!

bfitz74 · ‎March 16, 2023

Where do I find this form after I save?

JamesM4 · ‎March 16, 2023

This template is saved on your QuickBooks account and you can find it by going to Settings ⚙ and select Recurring transactions. From here you'll be able to see your templates including the one in question. Give this a try and let me know if you have additional questions.

ICI · ‎March 17, 2023

We have our own credit card authorization form. It has the information required in the standard Quickbooks form with a lot more detail. Can we use our own form?

Trish_T · ‎March 20, 2023

Hi ICI,

Thanks for joining us here. Welcome! In QuickBooks Online, you can upload the form in your Customer's profile. Here's how;

1. Open Sales and then Customers from the left menu

2. Select the customer name and hit Edit

3. Scroll down to the Notes and attachments section

4. Click Add attachment

5. Browse for the document and select Open

6. Hit Save

Feel free to reach out again, if any other questions come to mind. We're always happy to help!

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Customer Pre-Authorized Payment Form