thread Re: Can I require a card on file for a recurring invoice series? in Archived Discussions (Read Only)

Can I require a card on file for a recurring invoice series?

thetrackavl — Sat, 10 Jul 2021 16:15:35 GMT

I'm using recurring invoices to manage the membership dues for my business. I'd like to require that people enable card on file, so that I can ensure that they meet their commitment to a certain duration of membership with monthly billing. Is this an option.

I also have a cancellation policy and want to ensure that I can charge a fee in the event of an early cancellation.

This feels similar to the "in case of cancellation" on the appointments side, but I don't use appointments.

Thanks,

Joel

Re: Can I require a card on file for a recurring invoice series?

Goldneye — Sat, 10 Jul 2021 16:50:15 GMT

HI, hopefully this Square Support page will help.

https://squareup.com/help/us/en/article/5797-use-card-on-file-with-square-invoices

Re: Can I require a card on file for a recurring invoice series?

thetrackavl — Sat, 10 Jul 2021 16:55:27 GMT

Thanks for your reply!

I do have a number of customers that opt in to card on file as described in the page linked, but I don't see a way to require it. Selecting 'Allow Customer to save a card on file' gives the customer the option to pay that way, but I want it to be required, rather than an option.

If I have to manually do that, I can, but it would be much easier if it was enforced in the invoice.

Thanks,

Joel

Re: Can I require a card on file for a recurring invoice series?

Goldneye — Sat, 10 Jul 2021 17:01:51 GMT

HI, I have seen several community discussions stating even if cards are required for payment, customers are adding invalid cards and/or removing cards with sellers having no support to collect payments.

Support page - by payment method criteria selected

https://squareup.com/help/us/en/article/7203-manage-payment-methods-for-square-invoices

Re: Can I require a card on file for a recurring invoice series?

thetrackavl — Sat, 10 Jul 2021 17:06:23 GMT

OK, but can I require them?

They'll be making a payment immediately, so I at least know the card is valid at that time. As far as the card expiring or be cancelled after that, sure that happens, but that is an issue whether I manually require card on file or it is enforced in the invoice.

Not sure how that changes anything.

Thanks,

Joel