posted by admin on May 22
When you’re collecting credit card information for people out there, you’ve got to keep this confidential. We don’t let just anybody have access to our sales forms only assigned staff and our sales team. You’ve got to maintain the credibility of your business.
During an event there are a few key things you need to note when it comes to sales and processing:
§ Note on the forms when you processed the transaction, included the date and approval code. If the transaction declined, include that information in your note so that you know to follow-up with this customer.
§ Process sales periodically or throughout the event so that you know if somebody’s payment did not go through successfully or if you encounter other problems. This allows you time during the event to contact them and fix the problem. This will help save the sale and will also save you time and money in customer service follow-up that you won’t have to worry about.
§ Make sure you get the customer’s billing address for the credit card number they are providing, not just the mailing address. The billing address must match the credit card number in order for the transaction to go through and be approved by the merchant account.
§ If you as the Promoter or your Speaker are mailing product to the customer then you need the mailing address as well.
§ Make sure to get the right name on the credit card. Just because they’re registering with one name does not mean that this is the same name/card they will use to purchase products.
§ Pay close attention! If the name on the card does not match the attendees name pay close attention to this and ask questions. This may be a business card. If it appears that it is not their card – this could be fraud and do not accept the card.
§ Include check boxes so that the customer can check the card type. i.e. see below:
(All credit cards will be processed by: [Insert the name used to set up Merchant Account)
G Check No._________ G Master Card G American Express
G Cash G Visa G Discover
Note: Include a statement on the sales form to let the customer know the name of the company that will process the credit cards. This so they will be prepared when they get their statements and see a charge, they will know the company name and be able to identify the purchase as one that they made.
In some cases the name of the product or event is very different from the company name on the merchant account. If the customer is not aware, they may contact their credit card company and ask for a charge back or claim that this is a fraudulent transaction.
§ To ensure you get the correct amount of numbers, provide individual blanks or squares on your sales form for each number i.e. see below
Card Number 0000000000000000
Expiration
00/0000
CVC Code
0000
Note Visa, MasterCard and Discover have 16-digits in their numbers. American Express uses 15, so you will have a blank square at the end, and if they checked American Express, you will know that.
§ Make sure you get the correct expiration date on the card. When processing this information you need two digits for month and four for the year. If this information does not match the credit card number, the transaction will not go through.
§ You also want to get the CVC number, which is on the back of the card, and that’s three digits. Just put that in the parentheses on your sales form or provide boxes as in the example above.
Note: On the American Express card, the security code is located on the front of the card.
Debra
