Church Credit Card Usage Policies & Forms
Church Credit Card Usage Policies & Procedures (P&Ps) and forms (Church Credit Card Purchase Approval, Credit Card Request, Credit Card User Log and Missing Receipt) free to download, customize...
Many churches use a credit card that is normally issued to specific pre-approved members that usually still have to have pre-authorization before using for church-related purchases.
Certain ministries within the church and also church staff members usually have this church credit card or debit card privilege due to so many church-related expenses within their ministries. These privileges would not be granted until they have been approved and authorized by Senior Pastor, etc.
These P&Ps are very important tools that will help your church staff and members keep organized, not to mention keep your church in legal compliance with the law.
The two page Church Credit Card and Debit Card P&P below is a sample that gives your church staff and members an explanation on how to use the church credit card or debit card.
There are also two forms (Credit Card Purchase Approval and Missing Receipt) that the P&P above refers to which are also available free below. These forms will help you with the church credit card usage.
Church Credit Card Purchase Approval Form includes:
- Name of person requesting approval
- Date of request
- Amount of requested purchase
- Ministry - Expense Account
- Proposed merchant - payee name and address
- Description of requested purchase and intended purpose
- Authorized signature, title and date
Church Missing Receipt Form includes:
- States "I am requesting reimbursement for the following expenses for which the itemized receipt(s) are unavailable for my accounting."
- Reason for missing receipt
- Merchant - Payee name and address
- Description of expenditure
- States "By signing below, I am certifying that the above amounts are appropriate ministry expenses incurred by me."
- Authorized signature and date
Credit Card Use Request Form includes:
- Amount Requested
- Card Holder's Name
- Date Requested
- Date Needed
- Ministry Account
- Explanation of Use
- Ministry Chairperson's Signature
- Contact Name and Number
- Church Secretary's Signature
- Church Finance Manager's Approval Signature
Credit Card User Log includes:
- Church Credit Card Name
- Credit Card Out Date
- Transaction Description
- Transaction Amount
- Merchant Name
- Church Secretary's Initials
- Credit Card User's Initials
- Credit Card In Date
- Transaction Fees
- Balance (Does not include interest.)
There are two more sample Church Credit Card P&Ps below to download, customize and print for your administrative church office.
Make sure and have your church staff and members who are going to have a church credit card to read, sign and date a copy of your Church Credit Card Usage P&P and then insert in their church employee file.
Click on the link(s) to download the Church Credit Card Usage P&P(s) and Form(s) below:
Church Credit Card and Debit Card P&P #1
Church Credit Card P&P #2
Administration Credit Card Use P&P #3
Church Credit Card Purchase Approval Form
Church Missing Receipt Form
Credit Card Use Request Form
Credit Card User Log
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Note: These sample forms are meant to serve as example forms and should not be construed as legal documents. Please contact a legal professional for legal language for your specific organization.
Please feel free to contact me if you have any questions.
Return to Church Policy Manual from Church Credit Card Policies.