How to Accept Payments by Phone
Get customer information., Enter the information into the credit terminal., Complete the transaction., Mail the client's receipt.
Step-by-Step Guide
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Step 1: Get customer information.
You need the customer's credit card number, credit card expiration date, billing address, security code number from back of card and amount of purchase.
Ask the customer if they would like their receipt mailed or emailed to them, then get the appropriate address.
Always get the customer's phone number as you may need to call back. -
Step 2: Enter the information into the credit terminal.
This may vary slightly depending on your terminal, but most have a similar process.
Push the "sale" button on your terminal.
The first prompt usually offers two options: card present or sale by phone.
You will choose "sale by phone." Then follow the prompts, filling in the customer information and confirming the sale amount. , Confirm the information and push "enter" for the last prompt.
Terminal will display "transaction complete" or similar notification.
If there is an option to "print receipt," push "yes." Some terminals will automatically print out two receipts when the transaction is complete.
Just be sure you have a merchant copy and a customer copy.
The customer receipt may display a sentence that says, "phone order" or similar, instead of a signature line.
If the customer receipt does not say "phone order," write this on the receipt. , Scan and email the phone payment receipt or send it through the post to your customer.
It is best practice to take the opportunity to thank the client for their business every time you send a correspondence. -
Step 3: Complete the transaction.
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Step 4: Mail the client's receipt.
Detailed Guide
You need the customer's credit card number, credit card expiration date, billing address, security code number from back of card and amount of purchase.
Ask the customer if they would like their receipt mailed or emailed to them, then get the appropriate address.
Always get the customer's phone number as you may need to call back.
This may vary slightly depending on your terminal, but most have a similar process.
Push the "sale" button on your terminal.
The first prompt usually offers two options: card present or sale by phone.
You will choose "sale by phone." Then follow the prompts, filling in the customer information and confirming the sale amount. , Confirm the information and push "enter" for the last prompt.
Terminal will display "transaction complete" or similar notification.
If there is an option to "print receipt," push "yes." Some terminals will automatically print out two receipts when the transaction is complete.
Just be sure you have a merchant copy and a customer copy.
The customer receipt may display a sentence that says, "phone order" or similar, instead of a signature line.
If the customer receipt does not say "phone order," write this on the receipt. , Scan and email the phone payment receipt or send it through the post to your customer.
It is best practice to take the opportunity to thank the client for their business every time you send a correspondence.
About the Author
Timothy Robinson
Brings years of experience writing about crafts and related subjects.
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