thread Re: Storing credit card information in Archived Discussions (Read Only)

How do I save a credit card on file so I can charge clients automatically?

teamoblonisr — Tue, 26 Feb 2019 15:40:07 GMT

The title of this thread has been edited from the original: Storing credit card information

My clients normally pay with check or cash, but I keep their credit card information on file in case they become delinquent with their payments so I can automatically charge them and collect. How do I store their information in Square for future use without charging them right away?

Re: Storing credit card information

Vanitybrowboss — Tue, 26 Feb 2019 14:13:54 GMT

Step strps

1. Store the credit card in the client profile.

2. Get a credit card authorization form which square provides on their website.

3. Make sure somewhere it says you’ll bill their card for delinquent payments.

How can I charge interest charges on a delinquent account?

drhkelley — Tue, 21 Jan 2020 17:00:39 GMT

How can I charge interest charges on a delinquent account?

Re: How can I charge interest charges on a delinquent account?

ashc — Wed, 22 Jan 2020 12:46:51 GMT

Hi @drhkelley! Welcome to the Community.

I was able to find the same question in an existing thread so I moved your post here.

See @Vanitybrowboss' answer for more details.

Re: Storing credit card information

pol — Mon, 12 Apr 2021 15:58:02 GMT

Can you tell me where on Square website to find credit card authorization form? I've searched to no avail.

THanks!

Re: Storing credit card information

ashc — Mon, 12 Apr 2021 16:22:14 GMT

Hey @pol!

I Googled it for you. Here's the page where the link is!

Re: How do I save a credit card on file so I can charge clients automatically?

paverwebdesign — Wed, 19 Jan 2022 20:36:54 GMT

Where do I find the client profile so I can set up re-occurring payments

Re: How do I save a credit card on file so I can charge clients automatically?

Ria — Mon, 24 Jan 2022 22:56:46 GMT

Hi @paverwebdesign - Welcome to The Seller Community, it's always nice to see a new face 😊

Great Question.

Here are the steps to accessing client profiles:

Edit Customer Profiles Online · From the Customers tab in your online Square Dashboard, click a customer's name to view their full profile > click Edit.

Update the necessary information for reoccurring payments.

As always, feel free to stop by The Community with question, concerns and even feature requests. We are more than happy to assist. ✨