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PAYMENT
DO’S &
DON’TS
Before we move on, there are some critical “do’s and don’ts” related
to taking payments that you need to consider. The items in the don’t
column are strictly forbidden.
Payment Do’s & Don’ts! Do! Don’t!
Accepting a phone payment using
a customer’s debit card and PIN
numbers without a signed release m
from the customer. CUSTOMER PAYMENTS / ASK FOR A REFERRAL / PA
Asking for a customer’s PIN number. m
Accepting a debit card in-store when WELCOME & ORIENTATION / TRAINING ROADMAPYMENT DO’S & DON’TS
the customer enters their own PIN m
number.
Accepting a phone payment using
a customer’s credit card number. m
(Includes a convenience charge.) THANK THE
Making a copy of a customer’s CUSTOMERS
payment card for your records
without a signed release from the m Sincere appreciation is the
customer.
foundation of great customer
Writing down a customer’s payment service. It is also important
card information without a signed m to reward those customers
release from the customer. who have honored their
commitment; rewarding
positive behavior encourages
better communication and
relationships.
Each time a customer
renews their account is an
opportunity to build the
relationship: take the time
to listen to the customer
and look for opportunities to
reinforce their decision to do
business with us.
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