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chris213
Level 1

Is it possible to set up a form that a client can fill out online for a reoccurring transaction? Instead of collecting a CC Auth form and manually entering?

 
3 Comments 3
Rustler
Level 15

Is it possible to set up a form that a client can fill out online for a reoccurring transaction? Instead of collecting a CC Auth form and manually entering?

No there is no online form set up available

Fiat Lux - ASIA
Level 15

Is it possible to set up a form that a client can fill out online for a reoccurring transaction? Instead of collecting a CC Auth form and manually entering?

@chris213 

That feature is available in the 3rd party billing app.

ZackE
Moderator

Is it possible to set up a form that a client can fill out online for a reoccurring transaction? Instead of collecting a CC Auth form and manually entering?

Thanks for reaching out to the Community, chris213.
 

Recurring transactions can only be set up through templates created on your side. While there isn't an online form that can be filled out from a customer's end to create their transaction, you'll be able to find a copy of our own credit card authorization form in the Merchant Service Center.
 

Here's how:
1. Use your Gear () icon, then go to Account and settings.
2. Open the Payments tab and hit Manage details.
3. In your Recurring Payments section, select Create a Recurring Payment.
4. Click the signed authorization link to view and download our form.


Once you have your own copy, you'll want to print it and complete the merchant sections. Next, you'd send it to the customer so they can complete and sign it. Once they get their form back to you, it can be entered as a recurring payment.
 

More information about working with recurring credit card payments can be found in our Get authorization for a recurring charge article.


Please feel more than welcome to send a reply if there's any questions. Have a great day!

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