Do I need to fill out the card authorization form for clients who saved a card on file?

[BDCS]

Do I need the clients authorization to run a recurring invoice? What specifically would I use the " card authorization form" for if that's not the case?

[Kassi_]

Hi @BDCS! 

I would recommend having those customers file out a Card Authorization Form whenever their card is saved on file. This will show that you did this with their permission. Also, this will help out if there is ever a dispute filed by that customer. 

We have a sample you can see, here: https://squ.re/33u1dFd

[BRCWPR]

The paper form seems counterintuitive. Is there a digital version?

[CSGiles]

Let me second the suggestion for a digital version of the Credit Card Authorization Form, perhaps using something like Docusign. These days many of us have customers we never meet physically - it's all done via Zoom. Therefore, having to send paper documents back and forth is a hassle. Thanks for considering the idea!