thread Re: Asking client to enter their card to save on file in Archived Discussions (Read Only)

Asking client to enter their card to save on file

deirdre — Fri, 17 Jan 2020 17:25:33 GMT

Hi. I would like to be able to ask a customer to enter their card on file via email. Is that possible? More specifically, I'd like to send them an email that says "Please click this link to save your card on file". Then the customer can enter it and it would save it on file with us. Does this exist?

Thank you.

Saving card on file

deirdre — Fri, 17 Jan 2020 17:27:27 GMT

Can you let customers save their card on file through the API?

Thank you,

Deirdre

Re: Asking client to enter their card to save on file

Kassi_ — Mon, 20 Jan 2020 15:28:28 GMT

Hey @deirdre-

Thanks for posting in the Seller Community.

We do have something like this. You can send a customer an invoice via email, they can make a payment and elect to save their information. This feature has to be selected by them - you cannot select it for them. I suggest mentioning that to your customer, so they can keep an eye out for that option.

Re: Asking client to enter their card to save on file

lwert5821 — Thu, 02 Dec 2021 17:43:25 GMT

Where do they look for that option on the invoice? I have several clients saying that they don't see it

Thanks

Re: Asking client to enter their card to save on file

frances_a — Sun, 05 Dec 2021 00:37:30 GMT

Hello @lwert5821 and welcome to our Seller Community!

The following steps will allow you to add the option for your customers:

When creating an invoice in the Square Dashboard or Square app, scroll to More Options.
Check or toggle Allow Customer to save a card on file.
When paying the invoice, your customer will be given the option to save their card details for future invoices and purchases.

Thank you!