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Best Practices: Charging Cards Remotely
Best Practices: Charging Cards Remotely

Important guidelines for charging cards remotely

Enna avatar
Written by Enna
Updated over 5 years ago

Additional Steps for Charging Customers’ Cards Remotely 

If you are not physically with your customer, we strongly recommend you take the following additional steps to minimize the risk of payment disputes.

Get Card Information

Ask your customer to provide you with all their card details:

  1. 15 or 16-digit card number

  2. Expiration date

  3. CVV code (3 digits on the back of Visa/MC/Discover or 4 digits on the front of Amex cards)

  4. Cardholder name (as shown on card)

  5. Billing address and zip code

Important: We highly recommend that you obtain their credit card information over the phone and not in an email or text message, for security reasons.

Get to Know Your Customer

Get to know your customer before completing the transaction. Verify their information by asking for their billing address and other identifying details. Do a quick search to see if the details match your order.

Payment Authorization Letter

Have the customer send a signed authorization letter that acknowledges the work to be done and the cost. The letter has to have identifying information such as the cardholder’s full name, address, phone number and signature.

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