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Is there a credit card authorization form for clients who want us to automatically charge their card for recurring orders?

 
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Best answer 10-15-2018

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Established Community Backer ***

This is the recurring credit card authorization form down...

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! 

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Established Community Backer ***

there is just one for e-checks (ACH bank transfers) in QBO

there is just one for e-checks (ACH bank transfers) in QBO
Established Community Backer ***

This is the recurring credit card authorization form down...

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! 

View solution in original post

Not applicable

Any way to make this an e-Sign automatically through a li...

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.
Not applicable

Re: This is the recurring credit card authorization form down...

I don't see the link to the form??  Did I miss it?

QuickBooks Team

Re: This is the recurring credit card authorization form down...

It's good to see you here in the Community, @Swarbricks.

 

Let me provide to you the link to get a credit card authorization form for your customer.

 

You can follow the steps and download the form from Intuit Merchant Service through this link: https://merchantcenter.intuit.com/wapweblet/ims-mp-help/en/qbms/svc_mp_explain_auth.html.

 

This article might also help you with your credit card authorization form: Set up a Recurring Sales Receipt.

 

Please know that I'm just a post away if you have any other questions about the authorization form. Wishing you and your business continued success. 

Not applicable

Re: there is just one for e-checks (ACH bank transfers) in QBO

Where is it??  

QuickBooks Team

Re: there is just one for e-checks (ACH bank transfers) in QBO

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 @Mark-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.

Not applicable

Re: Any way to make this an e-Sign automatically through a li...

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?

QuickBooks Team

Re: Any way to make this an e-Sign automatically through a li...

Hello @lisadye,

 

As of the moment, there isn't an integrated way of updating the credit card information for clients' recurring payments.

 

In the meantime, you can consider manually editing the credit card information of your clients after receiving their new card. To do so:

  1. Log in to your Merchant Services account.
  2. Go to the Recurring Payments section.
  3. Select Manage Recurring Payments.
  4. Find and open the template of your customer's recurring payment.
  5. On the Payment Method section, click Edit.
  6. Enter your customer's new credit card information.
  7. Click Save.

In addition, here's an article you can read to learn more about your clients' recurring payments: Create a Recurring Credit Card Payment.

 

Also, you'll want to manually update the signature or authorization for your clients' recurring payments. You can read this article so you'll be guided on how to do the task: Authorization for Recurring Charge.

 

Lastly, I've included this helpful article in case you have some questions about your clients' recurring payments: Recurring Credit Card Payment FAQs.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

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