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Collecting Credit Cards on Invoices

Below are recommended instructions for businesses collecting credit card information directly on invoices.

Information You Should Collect

  • Credit card number
  • Expiry date - Billing address (for address verification)
  • Signature of the Cardholder acknowledging receipts of goods (see sample below)

You cannot collect the 3-4 digit security code on the back of the credit card. Storing the CVV/CVC information in any way is strictly forbidden by the Payment Card Industry Data Security Standards (PCI-DSS). If you wish to use it, you will need to request it from the customer by phone during the transaction.

Cardholder Agreement Sample

CARDHOLDER SIGNATURE: ____ The Cardholder acknowledges receipt of goods and/or services in the amount of the Total shown hereon and agrees to perform the obligations set forth in the Cardholder's agreement with the Issuer.

Related Articles

Visa and Mastercard's Website Requirements
American Express
Implementing a Convenience Fee
Understanding the Optional International Issuer Fee
Visa Merchant Name (DBA) Requirements
CVV Code Required for Card Not Present (CNP) / Keyed Transactions

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