Yes, we often make payment on behalf of a client. In order for us to do this the best option is to be added as an authorised person on their account, this way they are insured if there were any issues. There are a few virtual card options available such as Monzo or Soldo.

Alternatively Clients sometimes prefer to send you their details instead, if so they must fill out our credit card authorisation form. It’s important for the client to know the insurance implications when they have chosen their preferred option. They will also need to store their own credit card details through a password vault or similar.

For each purchase make sure you get approval for each purchase and you share the costs with them beforehand. It is always best to check with the client when they are around before you make a payment – incase you need a verification code or similar, to avoid time-out.

Here’s an example you can use:

“Hi Kate, I’m going to purchase the iPad this morning. Please let me know when you’re near your phone, as it may ask you to approve the transaction.”
This simple step helps ensure everything goes smoothly!