Credit Card Authorisation Form Template: Australian Standard

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A Credit card Authorisation Form Template is a crucial document that businesses in Australia use to securely collect credit card information from their customers. This form serves as a legally binding agreement between the business and the cardholder, outlining the terms and conditions of the transaction. A well-designed and professional template not only ensures smooth transactions but also instills confidence in your customers.

Essential Elements of a Credit Card Authorisation Form Template

1. Business Logo and Contact Information

Credit Card Authorization Form Templates [PDF] Square
Credit Card Authorization Form Templates [PDF] Square

Image Source: welcomesoftware.com

Prominent Logo Placement: Your company’s logo should be prominently displayed at the top of the form. It should be clear, high-resolution, and easily recognizable.

  • Complete Contact Details: Provide accurate and up-to-date contact information, including your business name, address, phone number, and email address.

    • 2. Clear and Concise Title

  • Straightforward Title: The title of the form should be clear and concise, such as “Credit Card Authorisation Form.” Avoid using jargon or overly complex language.

    • 3. Cardholder Information

    Full Name: Require the cardholder’s full name to ensure accurate identification.

  • Card Number: Provide a clear and secure field for the cardholder to enter their credit card number. Consider using a masked input format to protect sensitive information.
  • Card Type: Offer a dropdown menu or checkbox options for the cardholder to select their card type (e.g., Visa, Mastercard, American Express).
  • Expiry Date: Request the cardholder’s card expiry date in the format MM/YY.
  • CVV/CVC Code: Ask for the CVV or CVC code, which is the three-digit security code on the back of the card.

    • 4. Billing Address

  • Accurate Billing Address: Collect the cardholder’s billing address to verify their identity and ensure smooth processing of the transaction. This information should match the address on file with the card issuer.

    • 5. Authorisation Signature

    Physical Signature: Require a physical signature from the cardholder to indicate their consent to the transaction.

  • Digital Signature: If you’re using an online form, consider implementing a digital signature option that meets industry standards for security.

    • 6. Transaction Details

    Itemised List: Clearly list all items or services being purchased, along with their respective prices.

  • Total Amount: Calculate and display the total amount of the transaction.
  • GST or VAT: If applicable, indicate the amount of GST or VAT included in the total price.

    • 7. Terms and Conditions

    Clear and Concise Terms: Outline the terms and conditions of the transaction, including any relevant fees, charges, or policies.

  • Privacy Policy: Refer to your privacy policy to inform the cardholder about how their personal information will be collected, used, and protected.
  • Refund Policy: If applicable, include information about your refund policy, including any specific terms or conditions.

    • 8. Security and Privacy Statement

    Reassure Customers: Reassure customers about the security measures you have in place to protect their sensitive information.

  • PCI DSS Compliance: If applicable, mention your compliance with the Payment Card Industry Data Security Standard (PCI DSS) to demonstrate your commitment to data security.

    • 9. Payment Processing Information

    Merchant ID: Provide your merchant ID or other relevant payment processing information.

  • Authorization Code: Leave a space for the authorization code to be filled in by the payment processor.

    • Design Considerations for a Professional Form

    10. Clean and Minimalist Layout

    Easy-to-Read Format: Use a clean and minimalist layout to avoid overwhelming the cardholder.

  • Consistent Formatting: Maintain consistent formatting throughout the form, including font size, font style, and spacing.

    • 11. Professional Typography

    Readable Fonts: Choose fonts that are easy to read, such as Arial, Times New Roman, or Helvetica.

  • Clear Font Size: Use a font size that is large enough to be easily read by people of all ages.

    • 12. Clear and Concise Language

    Avoid Jargon: Use plain language and avoid technical terms that may confuse the cardholder.

  • Active Voice: Write in active voice to make the form more engaging and easier to understand.

    • 13. Secure Form Submission

    SSL Encryption: Ensure that your form is protected by SSL encryption to prevent unauthorized access to sensitive information.

  • Regular Security Updates: Keep your website and payment processing systems up-to-date with the latest security patches.

    • 14. User-Friendly Design

    Intuitive Navigation: Design the form to be easy to navigate, with clear instructions and logical flow.

  • Error Handling: Implement error handling to provide clear feedback to the user if they make a mistake.

    • By following these guidelines, you can create a professional and effective Credit Card Authorisation Form Template that will help you streamline your business operations and build trust with your customers.