Setting up and managing a credit card system at your firm is not as simple as it sounds. This week, I presented a one-hour program at CBA-CLE about everything you need to know to get started, from setting up the machine, managing acceptance of your clients’ cards, and getting paid, to the myriad of ethical implications involved when you accept credit cards in your practice. The program also looked at the fees and costs associated with using credit cards, how you should document the transactions, and how to contact merchant companies.
I invite you to check out the credit card information sheets that I use in my practice. They are provided below, and hopefully you will find them helpful in getting your own credit card system in place. And, in case you missed the presentation, you can also view my Five-Minute Mentor video below or you can access the homestudies here.