How do you handle auto pay at your facilities? For the past 10 years, we have had customers fill out an autopay authorization form. The form asks for the card #, exp date, name of cardholder, and billing address. If they want to use e-check they can provide a voided check with the account and routing #.
We have always done this because in the past when a customer has disputed the charges, we could send the signed autopay authorization form to the merchant and they would approve the charge and not refund the customer.
My question is how many of you use autopay authorization forms? And do you collect the whole card number, just the last 4, or no information? Does it cause liability to have this form in the customer's file?
------------------------------
Sarah Cole
Exec Admin Asst/Audit Coordinator/Marketing
Oakcrest Management, Inc.
Burleson TX
(817) 426-5996
------------------------------