ScoreCEO provides an ACH authorization form for you to send to your customer. Learn where you can find this authorization form. You can customize and or replace it with your own. Learn today where you can locate existing credit card authorization form.
To access your Company Profile, please log in to ScoreCEO, Or Click here
On the top right corner click on the configuration bubble and select Configuration.
Click "Electronic Document Templates"
Here you will find all the electronic documents, to edit any, Click on the Pencil to edit and review ACH authorization form.
Once you click the pencil the contract will be in Edit Mode. Here you can change the content needed. Please use the Variables under the Variables tabs to add specific fields that require the system to pull data for. For example, if you want the contract to pull the customer name onto it you will select the Variable [CUSTOMER-NAME] **Please keep the brackets on each variable used to ensure the data is pulled properly from the system.
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Once you have completed your edit click "View" then "Preview" to review the final form.
Once completed Click Save to save all your changes.
