{"id":9688,"date":"2026-09-28T09:00:00","date_gmt":"2026-09-28T09:00:00","guid":{"rendered":"https:\/\/www.simplywise.com\/blog\/?p=9688"},"modified":"2026-09-28T15:33:20","modified_gmt":"2026-09-28T15:33:20","slug":"credit-card-authorization-form","status":"publish","type":"post","link":"https:\/\/www.simplywise.com\/blog\/credit-card-authorization-form\/","title":{"rendered":"Free Credit Card Authorization Form | Download PDF, Excel, Sheets"},"content":{"rendered":"<style id=\"sw-t-mobile\">\n@media (max-width: 768px) {\n  .sw-t section {\n    padding: 48px 20px !important;\n  }\n  .sw-t section[style*=\"display:flex\"],\n  .sw-t section[style*=\"display: flex\"] {\n    flex-direction: column !important;\n    align-items: stretch !important;\n    gap: 32px !important;\n  }\n  .sw-t section[style*=\"display:flex\"] > div,\n  .sw-t section[style*=\"display: flex\"] > div {\n    width: 100% !important;\n    max-width: 100% !important;\n    flex: 1 1 100% !important;\n    min-width: 0 !important;\n  }\n  .sw-t div[style*=\"display:flex\"][style*=\"gap\"],\n  .sw-t div[style*=\"display: flex\"][style*=\"gap\"] {\n    flex-wrap: wrap !important;\n  }\n  .sw-t div[style*=\"display:grid\"],\n  .sw-t div[style*=\"display: grid\"] {\n    grid-template-columns: 1fr !important;\n  }\n  .sw-t h1 {\n    font-size: 32px !important;\n    line-height: 1.15 !important;\n  }\n  .sw-t h2 {\n    font-size: 24px !important;\n    line-height: 1.2 !important;\n  }\n  .sw-t h3 {\n    font-size: 19px !important;\n  }\n  .sw-t [style*=\"font-size:64px\"],\n  .sw-t [style*=\"font-size: 64px\"],\n  .sw-t [style*=\"font-size:56px\"],\n  .sw-t [style*=\"font-size: 56px\"] {\n    font-size: 32px !important;\n  }\n  .sw-t [style*=\"font-size:48px\"],\n  .sw-t [style*=\"font-size: 48px\"] {\n    font-size: 28px !important;\n  }\n  .sw-t [style*=\"font-size:40px\"],\n  .sw-t [style*=\"font-size: 40px\"] {\n    font-size: 24px !important;\n  }\n  .sw-t img, .sw-t svg {\n    max-width: 100% !important;\n    height: auto !important;\n  }\n  .sw-t table {\n    display: block !important;\n    overflow-x: auto !important;\n    width: 100% !important;\n    -webkit-overflow-scrolling: touch !important;\n  }\n  \/* Condense the trust-badge row so items fit 2-3 per row instead of stacking *\/\n  .sw-t div[style*=\"padding:16px 120px\"],\n  .sw-t div[style*=\"padding: 16px 120px\"] {\n    padding-left: 16px !important;\n    padding-right: 16px !important;\n    gap: 16px !important;\n  }\n  .sw-t div[style*=\"padding:16px 120px\"] span,\n  .sw-t div[style*=\"padding: 16px 120px\"] span {\n    font-size: 13px !important;\n  }\n  \/* Any inline flex row with a huge 40px gap tightens up on mobile *\/\n  .sw-t div[style*=\"display:flex\"][style*=\"gap:40px\"],\n  .sw-t div[style*=\"display: flex\"][style*=\"gap: 40px\"] {\n    gap: 16px !important;\n  }\n  \/* Multi-col card rows that span full width (cross-sell, pricing compare): stack 1 per row *\/\n  .sw-t div[style*=\"display:flex\"][style*=\"width:100%\"] > div,\n  .sw-t div[style*=\"display: flex\"][style*=\"width: 100%\"] > div {\n    flex: 1 1 100% !important;\n    min-width: 100% !important;\n    max-width: 100% !important;\n  }\n}<\/p>\n<p>\/* WCAG AA eyebrow contrast fix - appended *\/\n.sw-a__eyebrow,.sw-l__eyebrow,.eyebrow{color:#1d4ed8!important;}\n<\/style>\n<p><script>\ndocument.addEventListener('DOMContentLoaded', function() {\n  var selectors = ['.entry-header','.page-header','article > h1:first-child','.entry-footer'];\n  selectors.forEach(function(s) { document.querySelectorAll(s).forEach(function(el) { el.style.display = 'none'; }); });\n  var el = document.querySelector('.sw-t');\n  while (el && el !== document.body) {\n    el.style.maxWidth = '100%';\n    el.style.width = '100%';\n    el.style.padding = '0';\n    el.style.margin = '0';\n    el.style.float = 'none';\n    el.style.flex = '0 0 100%';\n    el = el.parentElement;\n  }\n  document.body.style.marginTop = '0';\n  document.body.style.paddingTop = '0';\n  document.querySelectorAll('.sw-fq').forEach(function(q) {\n    q.addEventListener('click', function() {\n      var a = this.nextElementSibling;\n      a.style.display = a.style.display === 'block' ? 'none' : 'block';\n      this.setAttribute('data-open', a.style.display === 'block' ? '1' : '0');\n    });\n  });\n});\n<\/script>\n<link href=\"https:\/\/fonts.googleapis.com\/css2?family=Inter:wght@400;500;600;700;800&#038;display=swap\" rel=\"stylesheet\">\n<style id=\"sw-t-chk\">.sw-t__chk::before{content:\"\\2713\";color:#2563eb;font-weight:700;margin-right:0}<\/style>\n<div class=\"sw-t\" style=\"font-family:Inter,-apple-system,BlinkMacSystemFont,sans-serif;color:#1e293b;line-height:1.6;margin:0;padding:0;max-width:100%;overflow-x:hidden\">\n<section style=\"background:#0f172a;padding:80px 120px;display:flex;gap:60px;align-items:flex-start;box-sizing:border-box;width:100%\">\n<div style=\"flex:1;min-width:0\">\n<div style=\"font-size:13px;color:#64748b;margin-bottom:24px\">Templates &nbsp;&gt;&nbsp; Contractor &nbsp;&gt;&nbsp; Credit Card Authorization Form<\/div>\n<h1 style=\"font-size:48px;font-weight:800;color:#fff;line-height:1.1;margin:0 0 20px 0;padding:0\">Free Credit Card<br \/>Authorization Form<\/h1>\n<p style=\"font-size:18px;color:#64748b;line-height:1.6;margin:0 0 32px 0\">The form a customer signs so you can charge their card without them standing in front of you. Use it for a deposit, for a finished job, or for recurring work such as a maintenance plan. Grab the PDF, Excel, or Google Sheets version below.<\/p>\n<div style=\"display:flex;gap:12px;margin-bottom:16px;flex-wrap:wrap\">\n      <a href=\"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2026\/09\/simplywise-credit-card-authorization-form.pdf\" download style=\"display:inline-flex;align-items:center;gap:8px;padding:14px 24px;border-radius:8px;font-size:15px;font-weight:600;background:#2563eb;color:#fff;text-decoration:none;border:none\">&#128196; PDF<\/a><br \/>\n      <a href=\"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2026\/09\/simplywise-credit-card-authorization-form.xlsx\" download style=\"display:inline-flex;align-items:center;gap:8px;padding:14px 24px;border-radius:8px;font-size:15px;font-weight:600;background:#1e293b;color:#e2e8f0;text-decoration:none;border:1px solid #334155\">Excel<\/a><br \/>\n      <a href=\"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2026\/09\/simplywise-credit-card-authorization-form.csv\" style=\"display:inline-flex;align-items:center;gap:8px;padding:14px 24px;border-radius:8px;font-size:15px;font-weight:600;background:#1e293b;color:#e2e8f0;text-decoration:none;border:1px solid #334155\">Google Sheets<\/a>\n    <\/div>\n<p style=\"font-size:13px;color:#64748b;margin:0\">No signup required. Print it, fill it in, then get it signed.<\/p>\n<\/p><\/div>\n<div style=\"flex:0 0 460px\">\n<div style=\"background:#fff;border-radius:12px;padding:28px 32px;box-shadow:0 4px 24px rgba(0,0,0,0.15)\">\n<div style=\"font-size:11px;font-weight:600;color:#2563eb;letter-spacing:2px;text-transform:uppercase;margin-bottom:8px\">CREDIT CARD AUTHORIZATION<\/div>\n<div style=\"font-size:22px;font-weight:700;color:#0f172a;margin-bottom:12px\">Apex Construction LLC<\/div>\n<div style=\"font-size:12px;color:#64738b;line-height:1.5;margin-bottom:16px\">Cardholder: Marisol Reyes<br \/>4500 Commerce Blvd, Dallas, TX 75201<br \/>Work order #: WO&#8209;2026&#8209;0418 &nbsp;|&nbsp; Card on file: Visa ending 4242<\/div>\n<div style=\"height:1px;background:#e6e9ee;margin:12px 0\"><\/div>\n<div style=\"display:flex;justify-content:space-between;padding:8px 0;font-size:12px\"><span style=\"color:#1e293b\">Authorization type<\/span><span style=\"color:#1e293b;font-weight:500\">One time<\/span><\/div>\n<div style=\"height:1px;background:#e6e9ee;margin:4px 0\"><\/div>\n<div style=\"display:flex;justify-content:space-between;padding:8px 0;font-size:12px\"><span style=\"color:#1e293b\">What the charge covers<\/span><span style=\"color:#1e293b;font-weight:500\">Deposit, work order WO&#8209;2026&#8209;0418<\/span><\/div>\n<div style=\"height:1px;background:#e6e9ee;margin:4px 0\"><\/div>\n<div style=\"display:flex;justify-content:space-between;padding:8px 0;font-size:12px\"><span style=\"color:#1e293b\">Charge date<\/span><span style=\"color:#1e293b;font-weight:500\">Apr 18, 2026<\/span><\/div>\n<div style=\"height:1px;background:#e6e9ee;margin:4px 0\"><\/div>\n<div style=\"display:flex;justify-content:space-between;padding:8px 0;font-size:12px\"><span style=\"color:#1e293b\">Cardholder signature<\/span><span style=\"color:#1e293b;font-weight:500\">M. Reyes<\/span><\/div>\n<div style=\"display:flex;justify-content:space-between;padding:12px 0;border-top:2px solid #0f172a;margin-top:8px\">\n        <span style=\"font-size:14px;font-weight:700;color:#0f172a\">AUTHORIZED AMOUNT<\/span><br \/>\n        <span style=\"font-size:18px;font-weight:800;color:#0f172a\">$6,400<\/span>\n      <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<div style=\"background:#f8fafc;padding:16px 120px;display:flex;align-items:center;justify-content:center;gap:40px;flex-wrap:wrap;border-bottom:1px solid #e2e8f0;box-sizing:border-box;width:100%\">\n  <span style=\"font-size:13px;color:#64748b;font-weight:500\">Trusted by 10,000+ contractors<\/span><br \/>\n  <span style=\"font-size:13px;color:#64748b;font-weight:500\">&#11088; 4.8 Stars<\/span><br \/>\n  <span style=\"font-size:13px;color:#64748b;font-weight:500\">&#128241; App Store<\/span><br \/>\n  <span style=\"font-size:13px;color:#64748b;font-weight:500\">&#128241; Google Play<\/span>\n<\/div>\n<section style=\"padding:80px 120px;background:#fff;box-sizing:border-box;width:100%\">\n<h2 style=\"font-size:36px;font-weight:800;margin:0 0 24px 0;color:#0f172a\">What a Credit Card Authorization Form Actually Does<\/h2>\n<figure style=\"margin:0 0 32px 0;padding:0\">\n    <img decoding=\"async\" src=\"https:\/\/upload.wikimedia.org\/wikipedia\/commons\/thumb\/4\/4f\/Credit-cards.jpg\/1280px-Credit-cards.jpg\" alt=\"Two embossed payment cards, a silver Visa card resting on a gold Mastercard, showing the card number, expiry and brand mark a contractor copies onto a signed authorization form\" loading=\"eager\" style=\"width:100%;height:auto;border-radius:12px;display:block\" \/><figcaption style=\"font-size:13px;color:#64748b;margin-top:10px\">A signed authorization form is how you charge one of these when the customer is nowhere near your truck. Photo by Lotus Head, <a href=\"https:\/\/creativecommons.org\/licenses\/by-sa\/2.5\/\" rel=\"noopener nofollow\" target=\"_blank\">CC BY-SA 2.5<\/a>, via <a href=\"https:\/\/commons.wikimedia.org\/wiki\/File:Credit-cards.jpg\" rel=\"noopener nofollow\" target=\"_blank\">Wikimedia Commons<\/a>.<\/figcaption><\/figure>\n<p style=\"font-size:16px;color:#475569;line-height:1.7;margin:0 0 24px 0;max-width:820px\">The customer writes down their card details, states what you are allowed to charge, and then signs. So from that point you have a written record that the cardholder agreed to the charge. A merchant must get the cardholder&#8217;s express informed consent before it stores a card for a future charge. It must also keep that record for the life of the agreement.<\/p>\n<div style=\"display:grid;grid-template-columns:repeat(3,1fr);gap:24px\">\n<div style=\"background:#f8fafc;border-radius:12px;padding:32px;border:1px solid #e2e8f0\">\n<div style=\"font-size:32px;font-weight:800;color:#2563eb;margin-bottom:12px\">1<\/div>\n<h3 style=\"font-size:17px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">Deposit before you mobilize<\/h3>\n<p style=\"font-size:14px;color:#64748b;line-height:1.6;margin:0\">You signed the estimate on Tuesday, but the crew does not roll until Monday. So the form lets you take the deposit on Wednesday, rather than driving back across town with a card reader.<\/p>\n<\/p><\/div>\n<div style=\"background:#f8fafc;border-radius:12px;padding:32px;border:1px solid #e2e8f0\">\n<div style=\"font-size:32px;font-weight:800;color:#2563eb;margin-bottom:12px\">2<\/div>\n<h3 style=\"font-size:17px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">Charge on completion, no site visit<\/h3>\n<p style=\"font-size:14px;color:#64748b;line-height:1.6;margin:0\">Rental property, second home, owner who works days. You finish, you send the invoice, then you charge the card already on file. So no chasing a check for three weeks.<\/p>\n<\/p><\/div>\n<div style=\"background:#f8fafc;border-radius:12px;padding:32px;border:1px solid #e2e8f0\">\n<div style=\"font-size:32px;font-weight:800;color:#2563eb;margin-bottom:12px\">3<\/div>\n<h3 style=\"font-size:17px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">Recurring maintenance billing<\/h3>\n<p style=\"font-size:14px;color:#64748b;line-height:1.6;margin:0\">Quarterly gutter cleaning, monthly pool service, a seasonal HVAC plan. One signature covers the whole schedule, so you are not re-asking every quarter.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<p style=\"margin:24px 0 0 0;font-size:14px;color:#64748b\">Quoting the job that this form gets paid for? <a href=\"https:\/\/swcostestimator.app.link\/ce-ai\" style=\"color:#2563eb;font-weight:600;text-decoration:none\">Turn a photo into an itemized estimate in about 6 seconds with SimplyWise Cost Estimator &rarr;<\/a><\/p>\n<\/section>\n<section style=\"padding:80px 120px;background:#f8fafc;box-sizing:border-box;width:100%\">\n<h2 style=\"font-size:36px;font-weight:800;margin:0 0 12px 0;color:#0f172a\">Field by Field: What to Collect and Why<\/h2>\n<p style=\"font-size:15px;color:#64748b;margin:0 0 32px 0\">Every box on the form earns its place. So here is what each one is for, and why.<\/p>\n<div style=\"display:grid;grid-template-columns:1fr 1fr;gap:16px\">\n<div style=\"display:flex;gap:12px;font-size:14px;color:#334155\"><span class=\"sw-t__chk\" style=\"color:#2563eb;font-weight:700;flex-shrink:0\" aria-hidden=\"true\"><\/span> Your business name, address and phone, so the customer knows exactly who the charge came from<\/div>\n<div style=\"display:flex;gap:12px;font-size:14px;color:#334155\"><span class=\"sw-t__chk\" style=\"color:#2563eb;font-weight:700;flex-shrink:0\" aria-hidden=\"true\"><\/span> Cardholder name exactly as it reads on the card, not the nickname on the estimate<\/div>\n<div style=\"display:flex;gap:12px;font-size:14px;color:#334155\"><span class=\"sw-t__chk\" style=\"color:#2563eb;font-weight:700;flex-shrink:0\" aria-hidden=\"true\"><\/span> Billing address, city, state and ZIP, because the address check runs against this and not the job site<\/div>\n<div style=\"display:flex;gap:12px;font-size:14px;color:#334155\"><span class=\"sw-t__chk\" style=\"color:#2563eb;font-weight:700;flex-shrink:0\" aria-hidden=\"true\"><\/span> Cardholder phone and email, so a declined charge takes one call instead of a week<\/div>\n<div style=\"display:flex;gap:12px;font-size:14px;color:#334155\"><span class=\"sw-t__chk\" style=\"color:#2563eb;font-weight:700;flex-shrink:0\" aria-hidden=\"true\"><\/span> Card type box: Visa, Mastercard, Amex or Discover, which tells you the fee before you run it<\/div>\n<div style=\"display:flex;gap:12px;font-size:14px;color:#334155\"><span class=\"sw-t__chk\" style=\"color:#2563eb;font-weight:700;flex-shrink:0\" aria-hidden=\"true\"><\/span> Card number and expiration date, the two things you cannot process without<\/div>\n<div style=\"display:flex;gap:12px;font-size:14px;color:#334155\"><span class=\"sw-t__chk\" style=\"color:#2563eb;font-weight:700;flex-shrink:0\" aria-hidden=\"true\"><\/span> One time or recurring, ticked, because the two paths need different disclosures<\/div>\n<div style=\"display:flex;gap:12px;font-size:14px;color:#334155\"><span class=\"sw-t__chk\" style=\"color:#2563eb;font-weight:700;flex-shrink:0\" aria-hidden=\"true\"><\/span> The amount, or for a recurring plan the maximum you may take in any one charge<\/div>\n<div style=\"display:flex;gap:12px;font-size:14px;color:#334155\"><span class=\"sw-t__chk\" style=\"color:#2563eb;font-weight:700;flex-shrink:0\" aria-hidden=\"true\"><\/span> Frequency, start date and end date, spelled out rather than implied<\/div>\n<div style=\"display:flex;gap:12px;font-size:14px;color:#334155\"><span class=\"sw-t__chk\" style=\"color:#2563eb;font-weight:700;flex-shrink:0\" aria-hidden=\"true\"><\/span> What the charge is for, tied to an invoice number or a work order number<\/div>\n<div style=\"display:flex;gap:12px;font-size:14px;color:#334155\"><span class=\"sw-t__chk\" style=\"color:#2563eb;font-weight:700;flex-shrink:0\" aria-hidden=\"true\"><\/span> The authorization paragraph, which is the sentence the customer is actually agreeing to<\/div>\n<div style=\"display:flex;gap:12px;font-size:14px;color:#334155\"><span class=\"sw-t__chk\" style=\"color:#2563eb;font-weight:700;flex-shrink:0\" aria-hidden=\"true\"><\/span> Signature, printed name and date, the three marks that make the page evidence<\/div>\n<\/div>\n<p style=\"margin:28px 0 0 0;font-size:14px;color:#64748b\">Besides the form itself, pair it with the paperwork the charge references. For example, the <a href=\"\/blog\/contractor-invoice-template\/\" style=\"color:#2563eb;font-weight:600;text-decoration:none\">contractor invoice template<\/a> and the <a href=\"\/blog\/general-estimate-template\/\" style=\"color:#2563eb;font-weight:600;text-decoration:none\">general estimate template<\/a> both carry a number you can drop straight into the form.<\/p>\n<\/section>\n<section style=\"padding:80px 120px;background:#fff;box-sizing:border-box;width:100%\">\n<h2 style=\"font-size:36px;font-weight:800;margin:0 0 40px 0;color:#0f172a\">How to Fill Out a Credit Card Authorization Form in 5 Steps<\/h2>\n<div style=\"background:#f8fafc;border-radius:12px;padding:32px;margin-bottom:16px;display:flex;gap:24px;align-items:flex-start\">\n<div style=\"width:48px;height:48px;min-width:48px;background:#2563eb;color:#fff;border-radius:50%;display:flex;align-items:center;justify-content:center;font-size:20px;font-weight:700\">1<\/div>\n<div>\n<h3 style=\"font-size:20px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">Step 1: Fill in your side first<\/h3>\n<p style=\"font-size:15px;color:#475569;line-height:1.6;margin:0\">Put your business name, address and phone at the top before you hand the page over. Also add the invoice or work order number the charge belongs to. A customer who can match the form to a job signs it faster. A bank that asks questions later can match it too.<\/p>\n<\/div><\/div>\n<div style=\"background:#f8fafc;border-radius:12px;padding:32px;margin-bottom:16px;display:flex;gap:24px;align-items:flex-start\">\n<div style=\"width:48px;height:48px;min-width:48px;background:#2563eb;color:#fff;border-radius:50%;display:flex;align-items:center;justify-content:center;font-size:20px;font-weight:700\">2<\/div>\n<div>\n<h3 style=\"font-size:20px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">Step 2: Let the cardholder write their own details<\/h3>\n<p style=\"font-size:15px;color:#475569;line-height:1.6;margin:0\">Next, the cardholder fills in their name as it appears on the card, the billing address, and the card number. Do not copy it off a photo they texted you, however tempting that is. Their handwriting on the page is part of what makes the form worth having.<\/p>\n<\/div><\/div>\n<div style=\"background:#f8fafc;border-radius:12px;padding:32px;margin-bottom:16px;display:flex;gap:24px;align-items:flex-start\">\n<div style=\"width:48px;height:48px;min-width:48px;background:#2563eb;color:#fff;border-radius:50%;display:flex;align-items:center;justify-content:center;font-size:20px;font-weight:700\">3<\/div>\n<div>\n<h3 style=\"font-size:20px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">Step 3: Tick one time or recurring, then state the numbers<\/h3>\n<p style=\"font-size:15px;color:#475569;line-height:1.6;margin:0\">First, a one time authorization needs the amount and the date you plan to run it. A recurring authorization needs more. Specifically, state the amount or a ceiling, the frequency, the start and end dates, and how the customer cancels. So never leave the amount box open.<\/p>\n<\/div><\/div>\n<div style=\"background:#f8fafc;border-radius:12px;padding:32px;margin-bottom:16px;display:flex;gap:24px;align-items:flex-start\">\n<div style=\"width:48px;height:48px;min-width:48px;background:#2563eb;color:#fff;border-radius:50%;display:flex;align-items:center;justify-content:center;font-size:20px;font-weight:700\">4<\/div>\n<div>\n<h3 style=\"font-size:20px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">Step 4: Get the signature, the printed name and the date<\/h3>\n<p style=\"font-size:15px;color:#475569;line-height:1.6;margin:0\">All three, every time. A squiggle with no printed name underneath is hard to attach to a person. Likewise, an undated form cannot be tied to the job. Finally, hand the customer a copy of the page they just signed.<\/p>\n<\/div><\/div>\n<div style=\"background:#f8fafc;border-radius:12px;padding:32px;margin-bottom:0;display:flex;gap:24px;align-items:flex-start\">\n<div style=\"width:48px;height:48px;min-width:48px;background:#2563eb;color:#fff;border-radius:50%;display:flex;align-items:center;justify-content:center;font-size:20px;font-weight:700\">5<\/div>\n<div>\n<h3 style=\"font-size:20px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">Step 5: Run the charge, then secure the paper<\/h3>\n<p style=\"font-size:15px;color:#475569;line-height:1.6;margin:0\">Key the charge into your terminal or your processor the same day. Then deal with the page. After all, a sheet carrying a full card number does not live in the truck. Not on a clipboard either, and never in a text thread. The next section covers where it goes.<\/p>\n<\/div><\/div>\n<\/section>\n<section style=\"padding:80px 120px;background:#f8fafc;box-sizing:border-box;width:100%\">\n<h2 style=\"font-size:36px;font-weight:800;margin:0 0 12px 0;color:#0f172a\">One Time Versus Recurring Authorization<\/h2>\n<p style=\"font-size:15px;color:#64748b;margin:0 0 32px 0\">A recurring authorization, however, carries a much longer list of things you have to spell out.<\/p>\n<table style=\"width:100%;border-collapse:collapse;border-radius:12px;overflow:hidden;border:1px solid #e2e8f0\">\n<thead>\n<tr>\n<th scope=\"col\" style=\"background:#0f172a;color:#fff;padding:14px 20px;font-size:13px;font-weight:600;text-align:left\">What the form states<\/th>\n<th scope=\"col\" style=\"background:#0f172a;color:#fff;padding:14px 20px;font-size:13px;font-weight:600;text-align:left\">One time<\/th>\n<th scope=\"col\" style=\"background:#0f172a;color:#fff;padding:14px 20px;font-size:13px;font-weight:600;text-align:left\">Recurring<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td style=\"padding:14px 20px;font-size:14px;border-bottom:1px solid #f1f5f9\">Description of the work<\/td>\n<td style=\"padding:14px 20px;font-size:14px;border-bottom:1px solid #f1f5f9\">Required<\/td>\n<td style=\"padding:14px 20px;font-size:14px;border-bottom:1px solid #f1f5f9\">Required<\/td>\n<\/tr>\n<tr style=\"background:#fff\">\n<td style=\"padding:14px 20px;font-size:14px;border-bottom:1px solid #f1f5f9\">Amount, or how the amount is worked out<\/td>\n<td style=\"padding:14px 20px;font-size:14px;border-bottom:1px solid #f1f5f9\">Required<\/td>\n<td style=\"padding:14px 20px;font-size:14px;border-bottom:1px solid #f1f5f9\">Required<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:14px 20px;font-size:14px;border-bottom:1px solid #f1f5f9\">Maximum you may take in any one charge<\/td>\n<td style=\"padding:14px 20px;font-size:14px;border-bottom:1px solid #f1f5f9\">Same as the amount<\/td>\n<td style=\"padding:14px 20px;font-size:14px;border-bottom:1px solid #f1f5f9\">Write it in<\/td>\n<\/tr>\n<tr style=\"background:#fff\">\n<td style=\"padding:14px 20px;font-size:14px;border-bottom:1px solid #f1f5f9\">Fixed dates or intervals the charges run on<\/td>\n<td style=\"padding:14px 20px;font-size:14px;border-bottom:1px solid #f1f5f9\">One date<\/td>\n<td style=\"padding:14px 20px;font-size:14px;border-bottom:1px solid #f1f5f9\">Required<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:14px 20px;font-size:14px;border-bottom:1px solid #f1f5f9\">End date of the agreement, if it has one<\/td>\n<td style=\"padding:14px 20px;font-size:14px;border-bottom:1px solid #f1f5f9\">Not needed<\/td>\n<td style=\"padding:14px 20px;font-size:14px;border-bottom:1px solid #f1f5f9\">Required<\/td>\n<\/tr>\n<tr style=\"background:#fff\">\n<td style=\"padding:14px 20px;font-size:14px;border-bottom:1px solid #f1f5f9\">Cancellation and refund terms, and when cancellation rights end<\/td>\n<td style=\"padding:14px 20px;font-size:14px;border-bottom:1px solid #f1f5f9\">Required<\/td>\n<td style=\"padding:14px 20px;font-size:14px;border-bottom:1px solid #f1f5f9\">Required<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:14px 20px;font-size:14px;border-bottom:1px solid #f1f5f9\">A simple way for the customer to cancel the schedule<\/td>\n<td style=\"padding:14px 20px;font-size:14px;border-bottom:1px solid #f1f5f9\">Not needed<\/td>\n<td style=\"padding:14px 20px;font-size:14px;border-bottom:1px solid #f1f5f9\">Required<\/td>\n<\/tr>\n<tr style=\"background:#fff\">\n<td style=\"padding:14px 20px;font-size:14px\">How you will tell them if the terms change<\/td>\n<td style=\"padding:14px 20px;font-size:14px\">Not needed<\/td>\n<td style=\"padding:14px 20px;font-size:14px\">Required<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p style=\"margin:24px 0 0 0;font-size:14px;color:#64748b\">Specifically, the Required column follows the disclosure list Visa publishes in its own rules document for agreements that store a card for future transactions, read on 14 September 2026. The full list is in Visa tables 5-20 and 5-21, cited in the sources note at the foot of this page.<\/p>\n<h3 style=\"font-size:22px;font-weight:700;margin:36px 0 12px 0;color:#0f172a\">Write the cancellation line in plain words<\/h3>\n<p style=\"font-size:15px;color:#475569;line-height:1.7;margin:0 0 16px 0;max-width:820px\">Visa requires three things of a merchant running recurring charges. A simple cancellation procedure. The fixed dates or intervals the charges will run on. And at least 7 days notice by email or another agreed method before the charge that follows a trial, introductory or promotional period. For example, the customer may cancel by calling or emailing your office. Anything received before a stated cutoff stops the next charge.<\/p>\n<p style=\"font-size:14px;color:#64748b;margin:0\"><a href=\"https:\/\/swcostestimator.app.link\/ce-ai\" style=\"color:#2563eb;font-weight:600;text-decoration:none\">Build the maintenance plan quote the authorization pays for &rarr;<\/a><\/p>\n<\/section>\n<section style=\"padding:80px 120px;background:#fff;box-sizing:border-box;width:100%\">\n<h2 style=\"font-size:36px;font-weight:800;margin:0 0 24px 0;color:#0f172a\">Handling the Card Number Safely Once the Form Is Signed<\/h2>\n<p style=\"font-size:16px;color:#475569;line-height:1.7;margin:0 0 32px 0;max-width:820px\">Now, this is the part contractors get wrong. A signed page with a full card number on it is a liability sitting in your cab. So treat it the way you would treat a customer&#8217;s house key.<\/p>\n<div style=\"display:grid;grid-template-columns:repeat(3,1fr);gap:24px\">\n<div style=\"background:#f8fafc;border-radius:12px;padding:32px;border:1px solid #e2e8f0\">\n<h3 style=\"font-size:17px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">The form has no security code box, on purpose<\/h3>\n<p style=\"font-size:14px;color:#64748b;line-height:1.6;margin:0\">Visa&#8217;s published rules are direct here. A merchant must not request the card security code on any written form, so this template does not carry a box for one. Take the code verbally when you key the charge. Never write it down.<\/p>\n<\/p><\/div>\n<div style=\"background:#f8fafc;border-radius:12px;padding:32px;border:1px solid #e2e8f0\">\n<h3 style=\"font-size:17px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">Better still, never hold the number<\/h3>\n<p style=\"font-size:14px;color:#64748b;line-height:1.6;margin:0\">Payment processors publish a hosted form or a vault. Instead, it stores the card on their side and hands you a token. So use it, and the full number never touches your paperwork at all.<\/p>\n<\/p><\/div>\n<div style=\"background:#f8fafc;border-radius:12px;padding:32px;border:1px solid #e2e8f0\">\n<h3 style=\"font-size:17px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">Process it, then destroy the copy<\/h3>\n<p style=\"font-size:14px;color:#64748b;line-height:1.6;margin:0\">But if you do take a paper form, run the charge and keep the signed record. Shred or black out the full card number once the charge clears. Otherwise, storing it for convenience is how a number walks out of the truck.<\/p>\n<\/p><\/div>\n<div style=\"background:#f8fafc;border-radius:12px;padding:32px;border:1px solid #e2e8f0\">\n<h3 style=\"font-size:17px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">Do not send it in the open<\/h3>\n<p style=\"font-size:14px;color:#64748b;line-height:1.6;margin:0\">No card numbers by text message, no photos of a filled form in a group chat, no plain email attachment. Visa&#8217;s rules also bar a merchant from making a cardholder use a postcard or similar device. In short, card data should never travel in plain view.<\/p>\n<\/p><\/div>\n<div style=\"background:#f8fafc;border-radius:12px;padding:32px;border:1px solid #e2e8f0\">\n<h3 style=\"font-size:17px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">One person handles it<\/h3>\n<p style=\"font-size:14px;color:#64748b;line-height:1.6;margin:0\">So on a small crew, decide who takes signed forms and where they live. A locked drawer in the office beats a folder that rides in three different trucks.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<p style=\"margin:28px 0 0 0;font-size:14px;color:#64748b\">SimplyWise is where the estimate, the invoice and the job live. The charge itself runs through your own payment processor. <a href=\"https:\/\/swcostestimator.app.link\/ce-ai\" style=\"color:#2563eb;font-weight:600;text-decoration:none\">See how the estimate to invoice side works &rarr;<\/a><\/p>\n<\/section>\n<section style=\"padding:80px 120px;background:#f8fafc;box-sizing:border-box;width:100%\">\n<h2 style=\"font-size:36px;font-weight:800;margin:0 0 24px 0;color:#0f172a\">Worked Example: Taking a Deposit on a Kitchen Job<\/h2>\n<p style=\"font-size:16px;color:#475569;line-height:1.7;margin:0 0 24px 0;max-width:820px\">Apex Construction has a signed estimate for a kitchen remodel. The contract calls for a deposit before material ordering. Meanwhile, the homeowner works days and will not be at the house when the crew starts. So here is the form, filled.<\/p>\n<div style=\"background:#fff;border-radius:12px;padding:36px;border:1px solid #e2e8f0;max-width:820px\">\n<h3 style=\"font-size:18px;font-weight:700;margin:0 0 16px 0;color:#0f172a\">The filled page, block by block<\/h3>\n<ul style=\"list-style:none;padding:0;margin:0\">\n<li style=\"padding:10px 0;font-size:15px;color:#334155;border-bottom:1px solid #f1f5f9\"><strong>Merchant block.<\/strong> Apex Construction LLC, 118 Foundry Row, Dallas TX 75212, office line printed underneath.<\/li>\n<li style=\"padding:10px 0;font-size:15px;color:#334155;border-bottom:1px solid #f1f5f9\"><strong>Cardholder block.<\/strong> Marisol Reyes, billing address 4500 Commerce Blvd, Dallas TX 75201, mobile and email filled in by her.<\/li>\n<li style=\"padding:10px 0;font-size:15px;color:#334155;border-bottom:1px solid #f1f5f9\"><strong>Card block.<\/strong> Visa ticked, card number, expiration and billing ZIP written by the cardholder. There is no security code box to fill.<\/li>\n<li style=\"padding:10px 0;font-size:15px;color:#334155;border-bottom:1px solid #f1f5f9\"><strong>Authorization block.<\/strong> One time ticked. Amount $6,400. Charge date 18 April 2026.<\/li>\n<li style=\"padding:10px 0;font-size:15px;color:#334155;border-bottom:1px solid #f1f5f9\"><strong>What it covers.<\/strong> Deposit against work order WO&#8209;2026&#8209;0418, kitchen remodel, cabinet and countertop material order.<\/li>\n<li style=\"padding:10px 0;font-size:15px;color:#334155;border-bottom:1px solid #f1f5f9\"><strong>Signature block.<\/strong> Signature, printed name Marisol Reyes, date 17 April 2026. She also keeps a copy.<\/li>\n<li style=\"padding:10px 0;font-size:15px;color:#334155\"><strong>After the charge.<\/strong> Apex keys the charge on 18 April and takes the security code by phone. Then it blacks out all but the last four digits on the office copy.<\/li>\n<\/ul><\/div>\n<p style=\"margin:24px 0 0 0;font-size:14px;color:#64748b\">Figures in this example are illustrative, so they only show how the boxes are filled. They are not a price for kitchen work. <a href=\"\/blog\/construction-calculators\/\" style=\"color:#2563eb;font-weight:600;text-decoration:none\">Price the job with the construction calculators<\/a> before you write a deposit number on anything.<\/p>\n<\/section>\n<section style=\"padding:80px 120px;background:#fff;box-sizing:border-box;width:100%\">\n<h2 style=\"font-size:36px;font-weight:800;margin:0 0 24px 0;color:#0f172a\">What Is Actually in the Files Above<\/h2>\n<p style=\"font-size:16px;color:#475569;line-height:1.7;margin:0 0 32px 0;max-width:820px\">So the PDF, the Excel workbook and the Google Sheets version all carry the same blocks in the same order.<\/p>\n<div style=\"display:grid;grid-template-columns:1fr 1fr;gap:24px;max-width:1000px\">\n<div style=\"background:#f8fafc;border-radius:12px;padding:28px;border:1px solid #e2e8f0\">\n<h3 style=\"font-size:17px;font-weight:700;margin:0 0 10px 0;color:#0f172a\">Merchant block<\/h3>\n<p style=\"font-size:14px;color:#64748b;line-height:1.6;margin:0\">Business name, business address, business phone, email and a billing contact.<\/p>\n<\/p><\/div>\n<div style=\"background:#f8fafc;border-radius:12px;padding:28px;border:1px solid #e2e8f0\">\n<h3 style=\"font-size:17px;font-weight:700;margin:0 0 10px 0;color:#0f172a\">Cardholder block<\/h3>\n<p style=\"font-size:14px;color:#64748b;line-height:1.6;margin:0\">Name as printed on the card, billing address, city, state, ZIP, phone, email.<\/p>\n<\/p><\/div>\n<div style=\"background:#f8fafc;border-radius:12px;padding:28px;border:1px solid #e2e8f0\">\n<h3 style=\"font-size:17px;font-weight:700;margin:0 0 10px 0;color:#0f172a\">Card block<\/h3>\n<p style=\"font-size:14px;color:#64748b;line-height:1.6;margin:0\">Card type checkboxes for Visa, Mastercard, Amex and Discover. Then card number, expiration and the billing ZIP the card checks against. There is no security code box. Two printed lines say why, and tell whoever holds the page to store it securely and destroy it after the charge.<\/p>\n<\/p><\/div>\n<div style=\"background:#f8fafc;border-radius:12px;padding:28px;border:1px solid #e2e8f0\">\n<h3 style=\"font-size:17px;font-weight:700;margin:0 0 10px 0;color:#0f172a\">Authorization block<\/h3>\n<p style=\"font-size:14px;color:#64748b;line-height:1.6;margin:0\">A one time amount, or a recurring option with frequency, start date, end date and a charge ceiling. Next comes a line for what the charge covers. That is, it ties to an invoice or work order number. Finally, the authorization paragraph closes the block.<\/p>\n<\/p><\/div>\n<div style=\"background:#f8fafc;border-radius:12px;padding:28px;border:1px solid #e2e8f0\">\n<h3 style=\"font-size:17px;font-weight:700;margin:0 0 10px 0;color:#0f172a\">Signature block<\/h3>\n<p style=\"font-size:14px;color:#64748b;line-height:1.6;margin:0\">Signature, printed name, date and relationship to the account.<\/p>\n<\/p><\/div>\n<div style=\"background:#f8fafc;border-radius:12px;padding:28px;border:1px solid #e2e8f0\">\n<h3 style=\"font-size:17px;font-weight:700;margin:0 0 10px 0;color:#0f172a\">Closing note<\/h3>\n<p style=\"font-size:14px;color:#64748b;line-height:1.6;margin:0\">A keep this form secure line at the foot of the page, so the reminder travels with the paper.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<p style=\"margin:28px 0 0 0;font-size:14px;color:#64748b\">Of course, the invoice number you write in the authorization block has to come from somewhere. <a href=\"https:\/\/swcostestimator.app.link\/ce-ai\" style=\"color:#2563eb;font-weight:600;text-decoration:none\">Raise the estimate and the invoice in SimplyWise Cost Estimator &rarr;<\/a><\/p>\n<\/section>\n<section style=\"padding:80px 120px;background:#fff;text-align:center;box-sizing:border-box;width:100%\">\n<h2 style=\"font-size:36px;font-weight:800;margin:0 0 40px 0;color:#0f172a\">Free Template vs. Running It in the App<\/h2>\n<div style=\"display:flex;gap:32px;justify-content:center;max-width:900px;margin:0 auto\">\n<div style=\"flex:1;border-radius:16px;padding:40px 32px;text-align:left;background:#f8fafc;border:1px solid #e2e8f0\">\n      <span style=\"display:inline-block;padding:4px 12px;border-radius:20px;font-size:11px;font-weight:600;text-transform:uppercase;letter-spacing:1px;background:#f1f5f9;color:#64748b;margin-bottom:12px\">Downloadable Template<\/span><\/p>\n<h3 style=\"font-size:24px;font-weight:700;margin:0 0 16px 0;color:#0f172a\">Free<\/h3>\n<ul style=\"list-style:none;padding:0;margin:16px 0\">\n<li style=\"padding:6px 0;font-size:14px;color:#334155\"><span class=\"sw-t__chk\" aria-hidden=\"true\"><\/span> Merchant, cardholder, card and authorization blocks.<\/li>\n<li style=\"padding:6px 0;font-size:14px;color:#334155\"><span class=\"sw-t__chk\" aria-hidden=\"true\"><\/span> PDF, Excel, Google Sheets.<\/li>\n<li style=\"padding:6px 0;font-size:14px;color:#334155\"><span class=\"sw-t__chk\" aria-hidden=\"true\"><\/span> One time and recurring options on one page.<\/li>\n<li style=\"padding:6px 0;font-size:14px;color:#334155\"><span class=\"sw-t__chk\" aria-hidden=\"true\"><\/span> You store and secure the paper.<\/li>\n<\/ul><\/div>\n<div style=\"flex:1;border-radius:16px;padding:40px 32px;text-align:left;background:#0f172a;color:#fff\">\n      <span style=\"display:inline-block;padding:4px 12px;border-radius:20px;font-size:11px;font-weight:600;text-transform:uppercase;letter-spacing:1px;background:#22c55e;color:#fff;margin-bottom:12px\">Free to Try<\/span><\/p>\n<h3 style=\"font-size:24px;font-weight:700;margin:0 0 16px 0;color:#fff\">SimplyWise App<\/h3>\n<ul style=\"list-style:none;padding:0;margin:16px 0\">\n<li style=\"padding:6px 0;font-size:14px;color:#cbd5e1\"><span class=\"sw-t__chk\" aria-hidden=\"true\"><\/span> Photo to itemized estimate in about 6 seconds.<\/li>\n<li style=\"padding:6px 0;font-size:14px;color:#cbd5e1\"><span class=\"sw-t__chk\" aria-hidden=\"true\"><\/span> Material pricing pulled for your ZIP code.<\/li>\n<li style=\"padding:6px 0;font-size:14px;color:#cbd5e1\"><span class=\"sw-t__chk\" aria-hidden=\"true\"><\/span> Estimates and invoices carrying the number this form references.<\/li>\n<li style=\"padding:6px 0;font-size:14px;color:#cbd5e1\"><span class=\"sw-t__chk\" aria-hidden=\"true\"><\/span> Client signs to approve the quote.<\/li>\n<li style=\"padding:6px 0;font-size:14px;color:#cbd5e1\"><span class=\"sw-t__chk\" aria-hidden=\"true\"><\/span> $29.99\/mo or $239.99\/yr, about $20\/mo on annual, 7-day free trial.<\/li>\n<\/ul>\n<p>      <a href=\"https:\/\/swcostestimator.app.link\/ce-ai\" style=\"display:inline-block;background:#2563eb;color:#fff;padding:14px 28px;border-radius:8px;font-size:15px;font-weight:700;margin-top:16px;text-decoration:none\">Try SimplyWise Free &rarr;<\/a>\n    <\/div>\n<\/p><\/div>\n<\/section>\n<section style=\"padding:80px 120px;background:#fff;box-sizing:border-box;width:100%\">\n<h2 style=\"font-size:36px;font-weight:800;margin:0 0 40px 0;text-align:center;color:#0f172a\">Frequently Asked Questions<\/h2>\n<div style=\"max-width:800px;margin:0 auto\">\n<h3 style=\"font-size:20px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">Getting the authorization right<\/h3>\n<div style=\"border-bottom:1px solid #e2e8f0;padding:20px 0\">\n<div class=\"sw-fq\" style=\"font-size:16px;font-weight:600;cursor:pointer;color:#0f172a\">Do I need a signed form to charge a card when the customer is not present?<\/div>\n<div style=\"font-size:15px;color:#64748b;line-height:1.7;padding-top:12px;display:none\">Visa publishes a rule on this. A merchant must obtain the cardholder&#8217;s express informed consent to an agreement before it stores a card for a future charge. It must keep that record for as long as the agreement runs. A signed form is the simplest way a small contractor meets that. Ask your own processor what it wants on file.<\/div>\n<\/div>\n<div style=\"border-bottom:1px solid #e2e8f0;padding:20px 0\">\n<div class=\"sw-fq\" style=\"font-size:16px;font-weight:600;cursor:pointer;color:#0f172a\">What is the difference between a one time and a recurring authorization?<\/div>\n<div style=\"font-size:15px;color:#64748b;line-height:1.7;padding-top:12px;display:none\">A one time authorization covers a single charge on a stated date for a stated amount. A recurring authorization covers a schedule. It also states the frequency and the start and end dates. Add a ceiling on any single charge, plus how the customer cancels. Use the recurring side for maintenance plans and the one time side for deposits and final payments.<\/div>\n<\/div>\n<div style=\"border-bottom:1px solid #e2e8f0;padding:20px 0\">\n<div class=\"sw-fq\" style=\"font-size:16px;font-weight:600;cursor:pointer;color:#0f172a\">How long should I keep the signed form?<\/div>\n<div style=\"font-size:15px;color:#64748b;line-height:1.7;padding-top:12px;display:none\">Visa&#8217;s published rule covers this. The merchant retains the agreement information for as long as the agreement runs. It hands that information to the cardholder or issuer on written request. Keep the signed page while the plan runs. Keep the card number only as long as you need it. For a one time deposit that means until the charge clears.<\/div>\n<\/div>\n<h3 style=\"font-size:20px;font-weight:700;margin:32px 0 8px 0;color:#0f172a\">Handling the card and disputes<\/h3>\n<div style=\"border-bottom:1px solid #e2e8f0;padding:20px 0\">\n<div class=\"sw-fq\" style=\"font-size:16px;font-weight:600;cursor:pointer;color:#0f172a\">Should the customer write the card security code on the form?<\/div>\n<div style=\"font-size:15px;color:#64748b;line-height:1.7;padding-top:12px;display:none\">No. Visa&#8217;s published rules are direct. A merchant must not request the card security code on any written form, so this template has no box for it. Take the code verbally when you run the charge. Better still, use a hosted form from your processor so the code never lands on paper.<\/div>\n<\/div>\n<div style=\"border-bottom:1px solid #e2e8f0;padding:20px 0\">\n<div class=\"sw-fq\" style=\"font-size:16px;font-weight:600;cursor:pointer;color:#0f172a\">Does a signed authorization form prevent a chargeback?<\/div>\n<div style=\"font-size:15px;color:#64748b;line-height:1.7;padding-top:12px;display:none\">No, and nobody should tell you it does. What it does is record the authorization. It shows the date, the amount, and the work it covers. If the charge is later disputed, that signed record is the evidence you hand your processor. Without it you are arguing from memory.<\/div>\n<\/div><\/div>\n<\/section>\n<section style=\"padding:80px 120px;background:#f8fafc;box-sizing:border-box;width:100%\">\n<h2 style=\"font-size:36px;font-weight:800;margin:0 0 32px 0;color:#0f172a\">More Free Templates for Contractors<\/h2>\n<div style=\"display:flex;gap:24px;width:100%\">\n<div style=\"flex:1;background:#fff;border-radius:12px;overflow:hidden;border:1px solid #e2e8f0;cursor:pointer;transition:box-shadow 0.2s\" onclick=\"window.location='\/blog\/contractor-invoice-template\/'\" onmouseover=\"this.style.boxShadow='0 4px 16px rgba(0,0,0,0.1)'\" onmouseout=\"this.style.boxShadow='none'\">\n<div style=\"background:#f1f5f9;height:160px;border-left:4px solid #2563eb;padding:16px 20px;overflow:hidden;position:relative\">\n<div style=\"filter:blur(2px);opacity:0.6;transform:scale(0.95)\">\n<div style=\"font-size:7px;font-weight:700;color:#2563eb;letter-spacing:1px;margin-bottom:4px\">CONTRACTOR INVOICE<\/div>\n<div style=\"font-size:10px;font-weight:700;color:#0f172a;margin-bottom:6px\">Apex Construction LLC<\/div>\n<div style=\"height:1px;background:#e2e8f0;margin:4px 0\"><\/div>\n<div style=\"display:flex;justify-content:space-between;font-size:7px;color:#64748b;padding:3px 0\"><span>Phase 1: Foundation work<\/span><span>$18,500<\/span><\/div>\n<div style=\"display:flex;justify-content:space-between;font-size:7px;color:#64748b;padding:3px 0\"><span>Phase 2: Framing<\/span><span>$32,000<\/span><\/div>\n<div style=\"display:flex;justify-content:space-between;font-size:7px;color:#64748b;padding:3px 0\"><span>Materials<\/span><span>$22,000<\/span><\/div>\n<div style=\"height:1px;background:#0f172a;margin:4px 0\"><\/div>\n<div style=\"display:flex;justify-content:space-between;font-size:8px;font-weight:700;color:#0f172a\"><span>BALANCE DUE<\/span><span>$96,451<\/span><\/div>\n<\/div>\n<div style=\"position:absolute;bottom:0;left:0;right:0;height:40px;background:linear-gradient(transparent,#f1f5f9)\"><\/div>\n<\/div>\n<div style=\"padding:20px\">\n<h3 style=\"font-size:16px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">Contractor Invoice Template<\/h3>\n<p style=\"font-size:13px;color:#64748b;line-height:1.5;margin:0 0 12px 0\">The bill the authorization form charges against, with phases, materials and payment terms built in.<\/p>\n<p><a href=\"\/blog\/contractor-invoice-template\/\" style=\"font-size:14px;font-weight:600;color:#2563eb;text-decoration:none\">Open the template &rarr;<\/a><\/div>\n<\/div>\n<div style=\"flex:1;background:#fff;border-radius:12px;overflow:hidden;border:1px solid #e2e8f0;cursor:pointer;transition:box-shadow 0.2s\" onclick=\"window.location='\/blog\/general-estimate-template\/'\" onmouseover=\"this.style.boxShadow='0 4px 16px rgba(0,0,0,0.1)'\" onmouseout=\"this.style.boxShadow='none'\">\n<div style=\"background:#f1f5f9;height:160px;border-left:4px solid #475569;padding:16px 20px;overflow:hidden;position:relative\">\n<div style=\"filter:blur(2px);opacity:0.6;transform:scale(0.95)\">\n<div style=\"font-size:7px;font-weight:700;color:#2563eb;letter-spacing:1px;margin-bottom:4px\">GENERAL ESTIMATE<\/div>\n<div style=\"font-size:10px;font-weight:700;color:#0f172a;margin-bottom:6px\">Foundation General Contracting<\/div>\n<div style=\"height:1px;background:#e2e8f0;margin:4px 0\"><\/div>\n<div style=\"display:flex;justify-content:space-between;font-size:7px;color:#64748b;padding:3px 0\"><span>Project scope of work<\/span><span>$24,000<\/span><\/div>\n<div style=\"display:flex;justify-content:space-between;font-size:7px;color:#64748b;padding:3px 0\"><span>Materials and permits<\/span><span>$18,500<\/span><\/div>\n<div style=\"display:flex;justify-content:space-between;font-size:7px;color:#64748b;padding:3px 0\"><span>Labor (4 person crew)<\/span><span>$16,800<\/span><\/div>\n<div style=\"height:1px;background:#0f172a;margin:4px 0\"><\/div>\n<div style=\"display:flex;justify-content:space-between;font-size:8px;font-weight:700;color:#0f172a\"><span>TOTAL<\/span><span>$62,300<\/span><\/div>\n<\/div>\n<div style=\"position:absolute;bottom:0;left:0;right:0;height:40px;background:linear-gradient(transparent,#f1f5f9)\"><\/div>\n<\/div>\n<div style=\"padding:20px\">\n<h3 style=\"font-size:16px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">General Contractor Estimate<\/h3>\n<p style=\"font-size:13px;color:#64748b;line-height:1.5;margin:0 0 12px 0\">All purpose contractor estimate for remodels, additions, and multi trade projects.<\/p>\n<p><a href=\"\/blog\/general-estimate-template\/\" style=\"font-size:14px;font-weight:600;color:#2563eb;text-decoration:none\">View this template &rarr;<\/a><\/div>\n<\/div>\n<div style=\"flex:1;background:#fff;border-radius:12px;overflow:hidden;border:1px solid #e2e8f0;cursor:pointer;transition:box-shadow 0.2s\" onclick=\"window.location='\/blog\/construction-bid-template\/'\" onmouseover=\"this.style.boxShadow='0 4px 16px rgba(0,0,0,0.1)'\" onmouseout=\"this.style.boxShadow='none'\">\n<div style=\"background:#f1f5f9;height:160px;border-left:4px solid #8b5cf6;padding:16px 20px;overflow:hidden;position:relative\">\n<div style=\"filter:blur(2px);opacity:0.6;transform:scale(0.95)\">\n<div style=\"font-size:7px;font-weight:700;color:#2563eb;letter-spacing:1px;margin-bottom:4px\">CONSTRUCTION BID<\/div>\n<div style=\"font-size:10px;font-weight:700;color:#0f172a;margin-bottom:6px\">Cornerstone Builders<\/div>\n<div style=\"height:1px;background:#e2e8f0;margin:4px 0\"><\/div>\n<div style=\"display:flex;justify-content:space-between;font-size:7px;color:#64748b;padding:3px 0\"><span>Site prep and demolition<\/span><span>$12,000<\/span><\/div>\n<div style=\"display:flex;justify-content:space-between;font-size:7px;color:#64748b;padding:3px 0\"><span>Framing and rough-in<\/span><span>$48,000<\/span><\/div>\n<div style=\"display:flex;justify-content:space-between;font-size:7px;color:#64748b;padding:3px 0\"><span>Materials allowance<\/span><span>$35,000<\/span><\/div>\n<div style=\"height:1px;background:#0f172a;margin:4px 0\"><\/div>\n<div style=\"display:flex;justify-content:space-between;font-size:8px;font-weight:700;color:#0f172a\"><span>BID TOTAL<\/span><span>$142,800<\/span><\/div>\n<\/div>\n<div style=\"position:absolute;bottom:0;left:0;right:0;height:40px;background:linear-gradient(transparent,#f1f5f9)\"><\/div>\n<\/div>\n<div style=\"padding:20px\">\n<h3 style=\"font-size:16px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">Construction Bid Template<\/h3>\n<p style=\"font-size:13px;color:#64748b;line-height:1.5;margin:0 0 12px 0\">Competitive bid template with scope, exclusions, alternates, and commercial terms built in.<\/p>\n<p><a href=\"\/blog\/construction-bid-template\/\" style=\"font-size:14px;font-weight:600;color:#2563eb;text-decoration:none\">Get this template &rarr;<\/a><\/div>\n<\/div>\n<\/div>\n<h3 style=\"font-size:20px;font-weight:700;margin:40px 0 12px 0;color:#0f172a\">Sources for the rules quoted on this page<\/h3>\n<p style=\"font-size:14px;color:#64748b;line-height:1.7;margin:0;max-width:900px\">Three things on this page trace to one document. First, the disclosure list for stored credential and recurring agreements. Second, the cancellation and notice requirements. Third, the rule against requesting a card security code on a written form. All three sit in the Visa Core Rules and Visa Product and Service Rules, public edition dated 18 April 2026. Specifically, see tables 5&#8209;20 and 5&#8209;21 and section 5.4.3.1, read on 14 September 2026. Likewise, the vault and hosted form point follows Stripe&#8217;s own published developer documentation on saving a payment method, read the same day. Nothing here is legal advice. In any case, card network rules reach you through your own processor agreement. So check what your processor requires.<\/p>\n<\/section>\n<section style=\"background:#0f172a;text-align:center;padding:80px 120px;box-sizing:border-box;width:100%\">\n<h2 style=\"font-size:36px;font-weight:800;color:#fff;margin:0 0 16px 0\">Ready to quote the job this form gets paid for?<\/h2>\n<p style=\"font-size:16px;color:#64748b;margin:0 0 32px 0\">SimplyWise turns a photo into an itemized estimate in about 6 seconds. Free to try, then $29.99\/mo or $239.99\/yr.<\/p>\n<p>  <a href=\"https:\/\/swcostestimator.app.link\/ce-ai\" style=\"display:inline-block;background:#2563eb;color:#fff;padding:16px 32px;border-radius:8px;font-size:16px;font-weight:700;text-decoration:none\">Try SimplyWise Free &rarr;<\/a><br \/>\n<\/section>\n<div style=\"background:#0f172a;padding:40px 120px;border-top:1px solid #1e293b;display:flex;justify-content:space-between;align-items:center;box-sizing:border-box;width:100%\">\n<div style=\"font-size:20px;font-weight:700;color:#fff\">SimplyWise<\/div>\n<div style=\"display:flex;gap:24px\">\n    <a href=\"\/blog\/\" style=\"font-size:14px;color:#64748b;text-decoration:none\">Templates<\/a><br \/>\n    <a href=\"\/blog\/\" style=\"font-size:14px;color:#64748b;text-decoration:none\">Blog<\/a><br \/>\n    <a href=\"https:\/\/simplywise.com\/privacy\" style=\"font-size:14px;color:#64748b;text-decoration:none\">Privacy<\/a><br \/>\n    <a href=\"https:\/\/simplywise.com\/terms\" style=\"font-size:14px;color:#64748b;text-decoration:none\">Terms<\/a>\n  <\/div>\n<\/div>\n<div style=\"text-align:center;padding:16px 120px;background:#0f172a;font-size:12px;color:#475569;border-top:1px solid #1e293b;box-sizing:border-box;width:100%\">&copy; 2026 SimplyWise. All rights reserved.<\/div>\n<\/div>\n<p><script type=\"application\/ld+json\">\n{\n  \"@context\": \"https:\/\/schema.org\",\n  \"@type\": \"Article\",\n  \"headline\": \"Free Credit Card Authorization Form\",\n  \"author\": {\n    \"@type\": \"Organization\",\n    \"name\": \"SimplyWise\"\n  },\n  \"publisher\": {\n    \"@type\": \"Organization\",\n    \"name\": \"SimplyWise\",\n    \"logo\": {\n      \"@type\": \"ImageObject\",\n      \"url\": \"https:\/\/www.simplywise.com\/icon-512x512.png\"\n    }\n  },\n  \"datePublished\": \"2026-09-28\",\n  \"dateModified\": \"2026-09-28\",\n  \"mainEntityOfPage\": {\n    \"@type\": \"WebPage\",\n    \"@id\": \"https:\/\/www.simplywise.com\/blog\/credit-card-authorization-form\/\"\n  },\n  \"url\": \"https:\/\/www.simplywise.com\/blog\/credit-card-authorization-form\/\",\n  \"image\": [\n    \"https:\/\/upload.wikimedia.org\/wikipedia\/commons\/thumb\/4\/4f\/Credit-cards.jpg\/1280px-Credit-cards.jpg\"\n  ],\n  \"description\": \"The form a customer signs so you can charge their card without them standing in front of you. Use it for a deposit, for a finished job, or for recurring work such as a maintenance plan. Grab the PDF, Excel, or Google Sheets version below.\"\n}\n<\/script><br \/>\n<script type=\"application\/ld+json\">\n{\n  \"@context\": \"https:\/\/schema.org\",\n  \"@type\": \"HowTo\",\n  \"name\": \"How to Fill Out a Credit Card Authorization Form in 5 Steps\",\n  \"step\": [\n    {\n      \"@type\": \"HowToStep\",\n      \"position\": 1,\n      \"name\": \"Fill in your side first\",\n      \"text\": \"Put your business name, address and phone at the top before you hand the page over. Also add the invoice or work order number the charge belongs to. A customer who can match the form to a job signs it faster. A bank that asks questions later can match it too.\"\n    },\n    {\n      \"@type\": \"HowToStep\",\n      \"position\": 2,\n      \"name\": \"Let the cardholder write their own details\",\n      \"text\": \"Next, the cardholder fills in their name as it appears on the card, the billing address, and the card number. Do not copy it off a photo they texted you, however tempting that is. Their handwriting on the page is part of what makes the form worth having.\"\n    },\n    {\n      \"@type\": \"HowToStep\",\n      \"position\": 3,\n      \"name\": \"Tick one time or recurring, then state the numbers\",\n      \"text\": \"First, a one time authorization needs the amount and the date you plan to run it. A recurring authorization needs more. Specifically, state the amount or a ceiling, the frequency, the start and end dates, and how the customer cancels. So never leave the amount box open.\"\n    },\n    {\n      \"@type\": \"HowToStep\",\n      \"position\": 4,\n      \"name\": \"Get the signature, the printed name and the date\",\n      \"text\": \"All three, every time. A squiggle with no printed name underneath is hard to attach to a person. Likewise, an undated form cannot be tied to the job. Finally, hand the customer a copy of the page they just signed.\"\n    },\n    {\n      \"@type\": \"HowToStep\",\n      \"position\": 5,\n      \"name\": \"Run the charge, then secure the paper\",\n      \"text\": \"Key the charge into your terminal or your processor the same day. Then deal with the page. After all, a sheet carrying a full card number does not live in the truck. Not on a clipboard either, and never in a text thread.\"\n    }\n  ]\n}\n<\/script><br \/>\n<script type=\"application\/ld+json\">\n{\n  \"@context\": \"https:\/\/schema.org\",\n  \"@type\": \"FAQPage\",\n  \"mainEntity\": [\n    {\n      \"@type\": \"Question\",\n      \"name\": \"Do I need a signed form to charge a card when the customer is not present?\",\n      \"acceptedAnswer\": {\n        \"@type\": \"Answer\",\n        \"text\": \"Visa publishes a rule on this. A merchant must obtain the cardholder\u2019s express informed consent to an agreement before it stores a card for a future charge. It must keep that record for as long as the agreement runs. A signed form is the simplest way a small contractor meets that. Ask your own processor what it wants on file.\"\n      }\n    },\n    {\n      \"@type\": \"Question\",\n      \"name\": \"What is the difference between a one time and a recurring authorization?\",\n      \"acceptedAnswer\": {\n        \"@type\": \"Answer\",\n        \"text\": \"A one time authorization covers a single charge on a stated date for a stated amount. A recurring authorization covers a schedule. It also states the frequency and the start and end dates. Add a ceiling on any single charge, plus how the customer cancels. Use the recurring side for maintenance plans and the one time side for deposits and final payments.\"\n      }\n    },\n    {\n      \"@type\": \"Question\",\n      \"name\": \"How long should I keep the signed form?\",\n      \"acceptedAnswer\": {\n        \"@type\": \"Answer\",\n        \"text\": \"Visa\u2019s published rule covers this. The merchant retains the agreement information for as long as the agreement runs. It hands that information to the cardholder or issuer on written request. Keep the signed page while the plan runs. Keep the card number only as long as you need it. For a one time deposit that means until the charge clears.\"\n      }\n    },\n    {\n      \"@type\": \"Question\",\n      \"name\": \"Should the customer write the card security code on the form?\",\n      \"acceptedAnswer\": {\n        \"@type\": \"Answer\",\n        \"text\": \"No. Visa\u2019s published rules are direct. A merchant must not request the card security code on any written form, so this template has no box for it. Take the code verbally when you run the charge. Better still, use a hosted form from your processor so the code never lands on paper.\"\n      }\n    },\n    {\n      \"@type\": \"Question\",\n      \"name\": \"Does a signed authorization form prevent a chargeback?\",\n      \"acceptedAnswer\": {\n        \"@type\": \"Answer\",\n        \"text\": \"No, and nobody should tell you it does. What it does is record the authorization. It shows the date, the amount, and the work it covers. If the charge is later disputed, that signed record is the evidence you hand your processor. Without it you are arguing from memory.\"\n      }\n    }\n  ]\n}\n<\/script><br \/>\n<script type=\"application\/ld+json\">\n{\n  \"@context\": \"https:\/\/schema.org\",\n  \"@type\": \"BreadcrumbList\",\n  \"itemListElement\": [\n    {\n      \"@type\": \"ListItem\",\n      \"position\": 1,\n      \"name\": \"Home\",\n      \"item\": \"https:\/\/www.simplywise.com\/\"\n    },\n    {\n      \"@type\": \"ListItem\",\n      \"position\": 2,\n      \"name\": \"Blog\",\n      \"item\": \"https:\/\/www.simplywise.com\/blog\/\"\n    },\n    {\n      \"@type\": \"ListItem\",\n      \"position\": 3,\n      \"name\": \"Free Credit Card Authorization Form\",\n      \"item\": \"https:\/\/www.simplywise.com\/blog\/credit-card-authorization-form\/\"\n    }\n  ]\n}\n<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Templates &nbsp;&gt;&nbsp; Contractor &nbsp;&gt;&nbsp; Credit Card Authorization Form Free Credit CardAuthorization Form The form a customer signs so you can charge their card without them standing in front of you. Use it for a deposit, for a finished job, or for recurring work such as a maintenance plan. Grab the PDF, Excel, or Google Sheets [&hellip;]<\/p>\n","protected":false},"author":12,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_focuskw":"credit card authorization form","_yoast_wpseo_title":"Free Credit Card Authorization Form (PDF, Excel, Sheets)","_yoast_wpseo_metadesc":"Download a free credit card authorization form for contractors. One time and recurring, PDF, Excel and Google Sheets, with the fields explained.","_yoast_wpseo_linkdex":"72","_yoast_wpseo_content_score":"90","_yoast_wpseo_meta-robots-noindex":"","_yoast_wpseo_canonical":"","inline_featured_image":false,"footnotes":""},"categories":[177],"tags":[],"class_list":["post-9688","post","type-post","status-publish","format-standard","hentry","category-free-templates"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Free Credit Card Authorization Form (PDF, Excel, Sheets)<\/title>\n<meta name=\"description\" content=\"Download a free credit card authorization form for contractors. 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