To protect your business against potential payment disputes (chargebacks), it is a best practice to include a credit card authorization form in your client intake paperwork.
These forms allow you to securely collect client card information and obtain documented consent for either one-time or recurring charges.
Authorization Form Templates
Download the appropriate template below to incorporate into your existing client agreements:
Client Authorization Form Use this for standard agreements directly with your client. AP-CCAuth-Client-2021.pdf
Third-Party Authorization Form Use this when a third party (e.g., a family member or business partner) is paying on behalf of your client.
Why use these forms?
Dispute Protection: Provides written evidence of consent if a client ever challenges a charge.
Clarity: Clearly outlines when and how much the client will be charged.
Convenience: Streamlines the payment process for recurring billing or future services.
❗️TIP
Always ensure these forms are stored securely to maintain PCI compliance and protect your clients' sensitive payment data.