3. Enter security information
Because the cardholder is not present for the transaction, you will be unable to enter a PIN. Instead, you may be required to provide additional security information which may consist of:
- The cardholder name as written on the card
- The cardholder’s postcode
- The door number of the cardholder’s address
4. Wait until transaction is finalised
Submit the information for processing using the ‘Submit’, ‘Complete Transaction’ or similarly-worded button. It is important you keep the customer on the phone line while the transaction is being processed. You can use this time to get any other customer information which may be useful, for example an email address or full postal address.
5. Send a receipt
Once the payment has gone through, you will be able to ask the customer how they would like to receive their receipt. Many payment providers give the option to email the receipt to the customer. If you’re shipping a product, you may wish to include it in the parcel. Make sure you remember to write ‘paid by phone’ on your copy of the receipt in case you need to refer to it at a later time.
That’s it – simple. This is how you take payments over the phone, boosting your sales in no time.