As of today, all Fieldwork Accounts have access to a new Text Box that appears in the Customer Portal’s Credit Card page. This can be used as an Authorization to auto-run cards on file, or as a Disclaimer Text Box where you can create a customized message to your customers that will fit your Company’s Credit Card on-file policy.
The new text box can be found in your Company Settings under Company Information in the Customer Portal section (near the bottom of the page).
The sample message in my overview video is below:
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I understand that by entering my credit card on-file, I authorize {your Company Name here} to charge the credit card for unpaid or overdue invoices and future regularly scheduled services. Charges will not exceed the amount indicated on each service invoice and a receipt for each payment will be emailed to me as confirmation. Furthermore, I understand that the charges will appear on my statement as a “{your description here}” charge in the description.
I understand that I can update or remove my credit card information from my account at anytime and I have been informed that the credit card information is stored safely and securely in a PCI compliant data server.
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