Due to the risk of credit card fraud, we have to be “PCI compliant”, and this means, amongst other things, that customer card details should NOT be retained by us in any form. This means that they must NOT be saved either electronically in Equinox, or elsewhere, or on paper.
Instead, we generate a payment request through Xero and e-mail a link to the client. The client will enter the card details and make the payment, but we do not receive anything but the payment.
Return to Handling Client Money
Last Updated on 27 October 2025 by Keith