thread Re: recurring charges in Archived Discussions (Read Only)

How do I set up recurring payments?

Markross28 — Mon, 01 Jan 2018 16:13:35 GMT

Ok so I'm trying to setup recurring payments. I go to Invoices, then click Recurring but I don' have the recurrng series option that I've been told I need to click next. The only thing I have is create invoice, which doesn' allow me to setup any payment schedule.

recurring charges

Markross28 — Sat, 16 Dec 2017 18:29:44 GMT

I’m trying to set up recurring charges once i get my reader. I run a personal trading studio so most of my clients debits will be monthly recurring.

Re: recurring charges

RHatch — Sun, 17 Dec 2017 04:12:56 GMT

In the dashboard you can set up recurring invoices. Just go to invoices and click recurring in the top right corner.

Re: How do I set up recurring payments?

RHatch — Mon, 01 Jan 2018 16:14:01 GMT

In your dashboard go to Invoices / recurring / Create recurring Series.

On the invoice you can set the recuring settings

Re: How do I set up recurring payments?

Helen — Mon, 01 Jan 2018 16:20:22 GMT

@Markross28 Sorry for the confusion, it sounds like you might be looking for 'Recurring' in the Point of Sale app. At this time you can only set up a recurring invoices series from your online Square Dashboard (thanks for the screenshots @RHatch!). If this feature is available in the app in future we'll let you know in this thread!

Re: How do I set up recurring payments?

Helen — Thu, 09 Jul 2020 23:48:28 GMT

Update! You can still use Square Invoices to set up recurring payments (from the Square Invoices app or from your Square Dashboard) but you can also now use Square Online Check Out to accept recurring payments. 🎉

Read this Product Update for to learn more about offering recurring payments and subscriptions with Square Online Checkout.

Re: How do I set up recurring payments?

Hailey — Mon, 02 May 2022 15:29:28 GMT

We've shared detailed instructions here of how to set up recurring payments.

Go to Invoices in your online Square Dashboard.
Select Create Invoice.
Select Recurring from the drop down menu.
Specify the frequency of the payments.
Click Automatic Payments if you want to bill customers with card on file automatically.
Select a customer from your Customer Directory, or enter a new name and email address. You can enter up to nine recipients.
If your customer doesn’t have a payment card on file, you can check the box next to Allow customer to save their card.
Fill out the rest of the invoice, including any discounts.
Check the Allow Customer to Add a Tip box at the bottom, if appropriate.
Click Schedule.
When your clients receive the invoice in their email, they can pay you securely online. If their card was already on file, it’s charged automatically. The money is usually deposited into your bank account in one or two business days from the processing date.