Do you provide a form for a customer to provide a credit card authorization form?

Hello there, @jrr5050.

Getting a signed credit card authorization form from your customer before setting up a recurring payment is a must. I'm here to guide you on how you can download the form through your Merchant Services account.

1. Log in to Merchant Services Center.
2. Select the Processing Tools drop-down.
3. Under the Recurring Payments section, choose Create Recurring Payments.
4. Locate and click the Authorization Form hyperlink to download a PDF file.

I've attached screenshots below to show you the second to fourth steps.

Once done, send or give the form to your customers. Let them complete and save the copy for your records.

You can also download the form directly through this link: Recurring Payment Authorization Form. It contains the terms and conditions of the recurring payment.

Here are helpful video tutorials on how to manage and reconcile your recurring payment transactions in QuickBooks Desktop:

• Manage Recurring Payments
• How to reconcile payment transactions?

Please let me know if you have other concerns. I'm just around to help.