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How To Create A Credit Card Authorization Form
How To Create A Credit Card Authorization Form

Learn more about how you can collect payment information from your client, with this compliant and secure feature in your Travefy account.

Kendra Rader avatar
Written by Kendra Rader
Updated over a week ago

To create a Credit Card Authorization Form you will want to complete the following steps:

1. Make a new form

Go to your Library and click on +New Library Item, and then click on Form!

2. Click on Create from Template

This will make a new, empty form. Just click on the Create from Template button to access the templates!

3. Click on Credit Card Authorization

Important Note: If you currently don't have access to this option, it's likely because 2-Factor Authentication needs to be enabled in your account. For enhanced security, we kindly request you to activate 2-Factor Authentication to make Credit Card Authorization Forms available in your account. For guidance on enabling 2-Factor Authentication, please refer to this helpful article.

If you need to collect your client's CVV number, be sure toggle the Collect CVV option to Yes within the Card Authorization question on the form.

You can create custom Terms and Conditions at the bottom of the form underneath the Electronic Signature checkbox. These Terms and Conditions will be agreed upon by your client in order to authorize the use of their payment method.

To send a credit card authorization form to a client, click the "share" button at the top right.

An important note. Sending the credit card authorization form to the email address you use to log into your Travefy account will result in an error message and it will not work. If you want to test out the form yourself, you must use an email address that is different than the one you use to log into your Travefy account.

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