Legal agreements · SaaS sales

What is the simplest proof to provide to Credit Card company for recurring billing?

Clay Nichols Helping other startups grow after launching 2 successful startups.

Last updated on March 21st, 2018

I normally don't worry about any proof (like a signed agreement) for recurring billing. They pay one month in advance. If they don't pay, you just turn it off (after a few reminders).


But I've got a customer also ordering hardware this time. So this is preparation for a recurring charge that has not begun yet. There will be 5 monthly payments for the hardware then it becomes software-only.


I don't want to add a lot of friction, but what is acceptable for the Credit Card company?


  1. Reply with "I agree" to an email with terms?
  2. Print the email, sign and email me a photo (or scan)?
  3. Audio recording on the phone (of them accepting terms)?


Jonathan C. Dunsmoor Founder of Law Office of Jonathan C. Dunsmoor

March 21st, 2018

I believe what you are looking for is a credit card authorization form.

Dane Madsen Organizational and Operational Strategy Consultant

March 21st, 2018

It is unclear if you are being reactive to a CC company request or proactive to avoid an issue. Also, is the hardware recurring, or one time?

Mathias Tamakloe Founder of "build your world"

March 21st, 2018

2