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Payment Security: Cut the Stress and Keep Your Customers Safe

Probably the biggest deterrent for accepting credit cards for small business is the concern for security. Some old-school business owners simply don’t want the responsibility of carrying credit card data, and so stick to keeping that “cash only” sign at the register. But it doesn’t have to be so scary. Here is a list of safety tips to consider if you’re thinking about making the switch to credit cards.

Education is Key

At the outset, there is a bit of a learning curve to the world of online payments and PCI compliance. With this in mind, Moolah offers – free of charge – access to DataGuardian. Their suite of services opens your business up to a wealth of educational resources to inform you on the basics of payment compliance. The more you know, the easier it is to identify suspicious activity and transactions. Protecting your online payment system begins with the right knowledge.

Verify, Verify, Verify

To guard your business from online fraud, you’ve got to put up the necessary roadblocks. To verify the card payments you accept on your online store, include all information fields possible, including billing address. You can even use a range of technology, such as geolocation to verify the IP address, or a filter that tracks how many times a user enters incorrect information and block users who may be trying to commit fraud.

Keep Up-to-Date

Outdated software is an easily exploited vulnerability for your business. That’s why it’s crucial to update your software to benefit from the latest security features available. Most applications update automatically, but it’s important to check periodically to make sure that any preventable vulnerabilities don’t put your data at risk.

Don’t Forget About Hardware

With all the concern about your software systems, be sure you also protect your computer, laptop, tablet, and smartphone, as any one of these can potentially open up your network to risk. Lock them up when they aren’t in use, and keep strong password protection on these devices. As you add employees, implement a policy of not giving access unnecessarily to each and every database or account. Having policies in place for hardware security is also incredibly important for PCI compliance.

Report It

Finally, be sure to report any incidents that you encounter. The information behind the data breach you experience can help authorities understand the continually shifting environment of cyber-attacks.

At the end of the day, when you start accepting credit cards for small business, it helps to have experienced people there to keep your website safe. Moolah’s clients are able to benefit from the security prowess of DataGuardian, keeping business secure and successful.

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Surcharge FAQ

Surcharge Compliance

If you are considering introducing a credit card surcharge for your patients, it is important to understand that there are specific rules and regulations that must be followed when enrolling in and operating under a surcharge plan.

This article provides a general overview of common surcharging requirements. This content is provided for informational purposes only and does not constitute legal advice. It is the responsibility of each merchant to review, understand, and comply with all applicable laws, card-network rules, and regulatory requirements, including notification timeframes, signage requirements, surcharge percentage limits, and jurisdictions where surcharging is prohibited.

If you are unsure about the laws or regulations applicable to your practice, you should consult with qualified legal counsel. Moolah assumes no liability for a merchant’s compliance or non-compliance with credit card surcharging rules or regulations.

Transparent Communication
Card networks, including Visa, Mastercard, Discover, and American Express, require merchants to clearly and transparently disclose when a credit card surcharge is applied.

Practices must clearly notify patients of a credit card surcharge through appropriate signage placed at the practice entrance, at the point of sale or terminal, and anywhere payments are accepted. If payments are accepted online, surcharge disclosures must also be clearly visible on the practice’s website. All disclosures must inform patients that the surcharge applies only to credit card transactions.

Surcharge Limits
Credit card surcharges must comply with both card-network rules and applicable law. The surcharge amount may not exceed the merchant’s actual cost of accepting credit cards and may not exceed 3% of the total transaction amount.

Card-network rules cap credit card surcharges at 3%, meaning that if a merchant’s processing costs exceed this amount, the excess portion cannot be passed on to the patient.


Warning
The following is a general overview of credit card surcharging rules in the United States. Merchants are responsible for understanding and complying with all applicable requirements.

Network and State Restrictions
The major credit card networks, such as Visa and Mastercard, impose specific requirements related to surcharge limits, advance notification, and disclosure.

In addition, several U.S. states and territories regulate or prohibit credit card surcharging. At the time of writing, credit card surcharging is prohibited in Connecticut, Maine, Massachusetts, and Puerto Rico. Other states, including Colorado, Minnesota, Mississippi, New Jersey, and New York, impose restrictions on surcharge amounts or require specific disclosures.

If your practice operates in a state that restricts or prohibits credit card surcharging, you must fully understand and comply with those requirements before implementing a surcharge.

Debit card transactions may never be surcharged, even if the debit card is processed as a credit transaction.

Applicability
Credit card surcharges may be applied only to credit card transactions. Other payment types, including debit cards and alternative payment methods, are not eligible for surcharging.

Regulatory Compliance
Merchants are responsible for maintaining ongoing compliance with all applicable card-network and legal requirements. This includes meeting advance notification obligations, using compliant signage and disclosures, adhering to surcharge percentage limits, and respecting jurisdiction-specific restrictions.

By following these guidelines, dental practices can implement credit card surcharging in a way that aligns with card-network rules and promotes transparency with patients. Clear and upfront communication helps maintain patient trust and supports a positive payment experience.