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How can I add credit card language to my client agreements?

Last Updated: Dec 20, 2017 02:09PM CST

To protect your firm against potential payment disputes, you can add a credit card authorization form to your client intake paperwork. Additionally, as a benefit of keeping your clients’ cards on file, you have the ability to recharge credit cards without having to re-collect client card information.

 

This form lets you collect client card information and consent to authorize either a one-time payment or recurring payments.


 

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