Create online credit card intake form for credit cards for all rental clients
I'm putting this here to request we make an online form that will allow our rental clients to submit credit card information and to authorize we charge their card for rental deposits and final payments. This eventually needs to be a broader conversation with Gabriella and Barbara because they actual do the charging and I collect the information.
- Reduced time in playing phone tag with clients.
Better experience with clients and faster turn-around time between inquery/booking/deposit/final payment
Easier to require CC information to be kept on file for deliquent charges or additional costs. It can often take weeks for some clients to send us a check or they can take a long time calling me back with CC information. I'd like to require we always have a CC on file.
Reduced paper use.
Garrett: For security reasons, we cannot store credit card information on our local computers, local servers, or our website. This is why we have the “Organization & Online Invoicing” project, http://feedback.mountaineers.org/forums/273688-general-feedback/suggestions/17914396-organizations-online-invoicing-sd562.
We can do it on paper, but even that is a “no no” as far as credit card security is concerned. Paper is somewhat acceptable, because the credit card information may be redacted or the paper destroyed.
I just talked to Barbara and there is a possibility of using Acumatica for invoicing until we get the website project done. It’s not exactly what you requested, but it should help quite a bit.