Get authorization for a recurring charge

If you want to charge a customer repeatedly on a fixed schedule, card provider rules require that you obtain the customer's permission. We make it easy for you to comply with these rules by providing you with an authorization form that ensures you get the required information from your customers. The form not only secures the customer's permission, it also stipulates the terms of the recurring payment and can help protect you from possible chargebacks. Learn more about your responsibilities as a merchant who handles recurring charges.

  1. On the Create recurring payment screen, click the Authorization Form link.

  2. Print the authorization form and complete the merchant sections. (You cannot complete the form online.)

    It's a good idea to ask your customer what the best billing date would be for them.

  3. Get the form (by mail, fax, or in person) to your customer to complete and sign.

  4. Now you're ready to set up the recurring payment.