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Authorization forms procedures

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4 comments

  • Lisa Fitzgerald

    I dont get signature approve on the proposal.  Every time I charge a clients card, I send an authorization to charge the card. I send out our personal T&C with my professional services invoice.  I don't schedule their project until I have the invoice submitted with payment and the T&C signed :) 

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  • VENETIA BOYD, CTC

    TJ's system is set up that client can Approve the Proposal and you receive notice they have approved it.  I do not get signature on proposal.  Definitely get signature on invoice/credit card authorization and and include terms and conditions on the invoice as it pertains to the signature as well. 

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  • Sharon Golston

    Thank you, Lisa and Vanetia for your responses. I appreciate your help! 

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  • VENETIA BOYD, CTC

    Your'e very welcome Sharon. 

     

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