Secure Payment Authorization & Recurring Billing Setup

1. Cardholder & Account Identification

Please provide accurate identification information to ensure compliance with international card scheme regulations and anti-fraud measures.


Entity Type



Primary Cardholder Full Legal Name

Customer Account ID with Merchant

Primary Email Address

Primary Phone Number (with country code)

Billing Address Line 1

Billing Address Line 2

City

State / Province / Region


Postal / ZIP Code

Country

2. Card Details

Enter your card information securely. All data is encrypted and tokenized upon submission in compliance with PCI DSS global security standards. CVV/CVC is required for verification but never stored.


Card Type

Card ID

Cardholder Name (exactly as printed on card)

Expiry Date

CVV / CVC Security Code

Is the billing address for this card identical to the address provided above?


City

State / Province / Region

Postal / ZIP Code

Country


3. Merchant & Service Identification

Identify the merchant and specific service agreement this authorization relates to for accurate transaction processing and record matching.


Merchant Legal Business Name

Detailed Description of Services or Products

Merchant Invoice Number or Agreement Reference

Original Service Agreement Date

4. Authorization Type & Scope

Define the precise scope and limitations of this authorization to maintain financial control and prevent unauthorized charges.


Authorization Type



Amount Type


Overall Spending Limit (cumulative, optional)

Currency Code (ISO 4217 standard)

5. Recurring Billing Mandate Details

Complete this section to establish a recurring payment mandate. Skip if one-time payment only. All fields are required for recurring setups.


Billing Frequency


Day of Month for Billing (1-31, enter 31 for last day of month)

First Billing Date

Mandate Duration



Is there a trial or introductory period?


Trial Period Duration (in days)

Should the first payment be prorated if the start date is mid-billing-cycle?

6. Transaction & Invoice Details

Provide detailed transaction information for accurate invoice matching and accounting reconciliation.


Itemized Transaction Details

Item Description

Quantity

Unit Price

Tax Rate %

Line Total

Enterprise SaaS License - Tier 3
1
$299.99
10
$329.99
Implementation & Onboarding
1
$149.99
10
$164.99
Premium 24/7 Support
12
$49.99
10
$659.87
 
 
 
 
$0.00
 
 
 
 
$0.00
 
 
 
 
$0.00
 
 
 
 
$0.00
 
 
 
 
$0.00
 
 
 
 
$0.00
 
 
 
 
$0.00

Purchase Order Number

Invoice Number

Total Amount to be Authorized

Total Tax Amount

7. Security & Verification Measures

Enhanced security measures protect against unauthorized use. Complete all applicable verification fields.


Is this card enrolled in 3D Secure (Verified by Visa, Mastercard SecureCode, Amex SafeKey)?


May we securely store a tokenized version of this card for future transactions?

May we send OTP (One-Time Password) for transactions above your specified threshold?


Preferred OTP Delivery Method

I consent to device fingerprinting and IP address logging for fraud prevention

IP Address of Submitting Device (auto-captured)

8. Notifications & Communication Preferences

Configure your notification preferences to stay informed about all payment activities.


Email for Payment Receipts (if different from primary email)

Mobile Phone for SMS Alerts (if different from primary)

Select all notification types you wish to receive

Statement Descriptor Preference (appears on your card statement)


9. Terms, Conditions & Legal Acknowledgments

You must acknowledge and accept all terms to proceed. These terms are governed by international card scheme rules (Visa, Mastercard, Amex) and universal commercial law principles.


I understand this is a legally binding payment authorization enforceable under applicable commercial law

I agree to the merchant's terms of service, privacy policy, and data handling practices

I understand the cancellation policy requires minimum 7 business days notice before next scheduled billing date

I acknowledge the refund policy: no refunds after 30 days from payment date; partial refunds before 30 days subject to administrative fees

I consent to PCI DSS compliant storage and processing of my card information by the merchant's payment processor

I understand I can revoke this authorization by submitting written notice to the merchant's official contact

I acknowledge that variable recurring amounts may differ between billing cycles but will never exceed the maximum authorized per transaction

Do you require a certified copy of the full terms and conditions document for your records?


10. Backup Payment Method (Optional)

Provide a backup payment method to prevent service interruption if the primary card is declined, expired, or reported lost.


Would you like to register a backup payment method?


Backup Card ID

Backup Cardholder Name

Backup Card Expiry (MM/YY)

Backup CVV/CVC

Backup Payment Usage Policy

11. Special Instructions & Supporting Documentation

Provide any special instructions or supporting documents required for processing this authorization.


Special Payment Instructions or Internal Allocation Notes

Upload Supporting Documents (purchase order, invoice, approval memo, tax exemption certificate)

Choose a file or drop it here
 

Merchant Internal Reference Number

12. Final Authorization & Digital Signature

Your electronic signature legally binds you to this authorization. All data is captured with timestamp and device identifiers for forensic verification.


I consent to using electronic signature and acknowledge it has the same legal effect as a handwritten signature under applicable law


Signature of Cardholder or Authorized Representative

Authorization Date

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