If you’re a small business owner, chances are you’ve had to accept credit card payments over the phone at some point. It can be tricky navigating the ins and outs of how to do it, but don’t worry—we’ve got your back.

We know that accepting credit cards can seem like a daunting task, but with this guide, you’ll be ready to take your customer service calls to the bank in no time!

Step 1: Get Set Up

The first step is to get yourself set up with an account that allows you to accept credit card payments over the phone. You have a few options here, but one of our favorite services is Square. It’s fast, easy-to-use, and best of all – free! All you need is a valid driver’s license and a bank account and you’re all set.

Step 2: Gather Your Info

Before you start taking calls from customers ready to pay by credit card, make sure you have all the info they will need. This includes things like your business name and address, as well as information about their order (like item numbers or product descriptions).

Make sure all of this info is readily available so that when it comes time to process their payment everything goes smoothly and quickly.

Step 3: Start Taking Payments!

Now that you have everything set up and gathered the information needed from your customers, it’s time to start taking payments! Have your customer provide their credit card number along with other requested information such as expiration date and zip code.

Then use the Square app or system on your computer or tablet (whichever device was used for setup) to enter in all of this information securely and safely. Once payment is accepted, make sure to send an email receipt right away so they can keep track of their purchase and confirm their payment went through correctly.

Conclusion:

As a small business owner or new entrepreneur who needs an easy way to accept credit card payments over the phone, we hope this guide has been helpful in getting started!

With these three simple steps – setting up an account with Square (or another provider), gathering customer info ahead of time, then entering it into the system – your business will be able secure payments quickly and easily.

Good luck out there—may all your phone orders come with happy customers who paid with plastic!