Get authorization for a recurring credit card payment

QuickBooks Payments is available at an additional cost. Learn more and apply.

To comply with Visa and MasterCard guidelines, you must have written authorization from your customer before setting up recurring card billing.

To obtain authorization:

1. Follow the instructions to create a Recurring Sales Receipt. When you save the template, the authorization form displays.
2. Print the form and complete the merchant sections.
3. Deliver the form to your customer to complete and sign.
4. Keep a copy of the signed form for 18 months after the final charge takes place in case of a customer dispute. Remember that the form contains confidential information, so protect it as you would other sensitive information about your customer.

To edit or make changes to this form, you must obtain the customer's written permission before the changes take effect.

See also

QuickBooks Payments best practices

QuickBooks Payments overview