thread Re: Recurring invoices and saved cards in Archived Discussions (Read Only)

How can a customer automatically pay for a recurring invoice series using a Card on File?

All4Chiro — Thu, 14 Oct 2021 17:13:46 GMT

I use the recurring payment feature frequently and many of my customer save their card to file.

However, many have requested an automatic feature so they don't have to manually approve the payment every month. Is there a way to do this or is this a feature that's in the works? Thank you!

The title of this post has been edited from the original: Is there a way for a customer to auto-pay recurring invoices?

Will a recurring invoice series automatically be charged to a customer's card on file if they agree?

CompuPane — Tue, 13 Dec 2016 01:36:10 GMT

I just want to clarify before I use the recurring invoice option: If I send a client a recurring invoice and they choose to save their card on file, will future invoices in that recurring invoice series automatically be charged to their card on file or do we have to create a new recurring invoice that is set to charge their card on file?

Secondary question: will there eventually be an option to require a client to save their card to a recurring invoice series to, in effect, create a subscription that only happens if they allow their card to be charged automatically?

Re: Recurring invoices and saved cards

Sean — Fri, 17 Jun 2016 21:16:20 GMT

Great question! You wouldn't have to create a new Recurring Invoice, but you would need to go back and edit it so you could designate "Card on File" as the payment preference.

As for your second question, while I can't make any promises about future product releases - this does sound like it could definitely be a useful feature. I'll be sure to pass along your thoughts to our product liaison team!

How can I make sure a recurring invoice series is automatically charged to customer's card on file?

ArtLaunch — Thu, 14 Oct 2021 16:59:15 GMT

I have a client that I set up a recurring invoice for $85 a month, to occur at the 1st of each month.

With the first invoice, he Paid Invoice and checked the box to save his card on file. Now it's the second month. He was just invoiced via e-mail again and with a button to Pay Invoice.

This isn't what I thought was going to happen. The client's and my desire is at the beginning of each month, his card will be charged the $85 without any extra action needed by him or me.

Is this possible? Please help, thanks!

The title of this post has been edited from the original: How do you change a recurring Invoice series to charge a Card on File?

Re: Recurring Invoices-set up to charge monthly with no further action?

gdel — Sun, 09 Oct 2016 19:55:24 GMT

I believe it is not possible at the moment. Once the card is recorded, you will have to go manually to your Square account apply the charge to the card on file.

Re: Recurring Invoices-set up to charge monthly with no further action?

EJ_ — Thu, 14 Oct 2021 16:56:39 GMT

We're happy to inform you that this is possible!

Head over to the Invoices tab in your Square Dashboard, click on Recurring, and select the Recurring Series that your customer added a payment card on file to > select Edit.

From here, you will need to edit the Recurring Invoice Series and change the payment method from Do not charge a payment method on file to Charge XXXX ending in XXXX.

Learn more about using a card on file with Square Invoices here.

This post was edited by a moderator in October 2021 to include updated steps and screenshots.

Re: Recurring invoices and saved cards

rclebcandy — Wed, 07 Dec 2016 02:04:27 GMT

So, if I set up a recurring charge, what does it look like for the customer when they receive my notice? It appears I only see my end, not theirs?

Thank you

Re: Recurring invoices and saved cards

Sean — Wed, 07 Dec 2016 02:03:54 GMT

@rclebcandy - They'd get a notification that their card was charged, like a receipt. It would indicate it was a results of a recurring invoice.

Re: Recurring invoices and saved cards

diypetgrooms — Thu, 19 Jan 2017 18:06:19 GMT

I have a question...I saw somewhere that for recurring payments, the customer would receive kind of like a "dashboard" and that they could remove their saved card at any time on their end - is there any way to disable them from removing cards? Or do we get notified when they remove their card? We offer monthly memberships and it would most likely be easier for us to have the customer go through us if they want to cancel their membership..

Re: Recurring invoices and saved cards

Spenser — Fri, 20 Jan 2017 23:02:46 GMT

Hi @diypetgrooms, welcome to the Community.

Definitely see why it would be useful to manage the subscriptions yourself, however that is correct: We offer customers the ability to manage how their card information is stored and can be used with Invoices. This is intended so the ability to disallow that permission in not something we're developing at this time.

In any case, I appreciate the feedback and will pass it along to our developers. Let us know if you have any other questions.

Re: Recurring invoices and saved cards

kandeegirl — Wed, 05 Apr 2017 19:41:46 GMT

Hi,

So just adding the card on file does not make it recurring correct?

Re: Recurring invoices and saved cards

Sean — Fri, 07 Apr 2017 21:59:22 GMT

You've got it! You'd have to set up a recurring invoice to make that happen.

Re: Recurring invoices and saved cards

cozccs — Tue, 25 Apr 2017 23:24:36 GMT

I have set up a recurring invoice .the customer saved thier card on file thruogh first payment. the second invoice shows it was sent . but it does not look charged to card automaticly. is there something i need to do. i thought it was auto when customer saved card in recurring invoiceing?

Re: Recurring invoices and saved cards

Chad — Fri, 28 Apr 2017 18:45:31 GMT

Hey @cozccs,

The card will be charged automatically when the invoice is due. The time of the charge will vary, but there will be no extra step on your part!

The funds will then deposit into your account next business day. If this wasn't the case please let me know. I'll keep an eye out for your reply. 👀

Re: Recurring invoices and saved cards

cozccs — Sat, 29 Apr 2017 02:18:25 GMT

Thank You Chad. I found out I needed to enter myself also the card the customer saved . I also had to check on the invoice the card I wanted to charge. then it all went smooth. Thanks again.

Re: Recurring invoices and saved cards

Chad — Sat, 29 Apr 2017 17:07:27 GMT

@cozccs I see! Yes you do need to select this as the payment option for the invoice.

Glad to hear you're all set. 😀

Re: How can a customer automatically pay for a recurring invoice series using a Card on File?

EJ_ — Thu, 14 Oct 2021 17:19:30 GMT

We're happy to inform you that this is possible!

Head over to the Invoices tab in your Square Dashboard, click on Recurring, and select the Recurring Series that your customer added a payment card on file to > select Edit. You can choose to repeat the invoice series for a specific number of days, weeks, months, or years.

From here, you will need to edit the Recurring Invoice Series and change the payment method from Do not charge a payment method on file to Charge XXXX ending in XXXX.

Read more about using a card on file with Square Invoices here.
If you're curious about learning more, here's a video that covers setting up recurring payments and Card on File:

This post was edited by a moderator in October 2021 to include updated steps and screenshots.

Re: Auto Draft Recurring Invoices

All4Chiro — Tue, 06 Jun 2017 14:28:12 GMT

Awesome - worked perfectly. Thank you!

Re: Recurring invoices and saved cards, NOT WORKING

NUTREV — Wed, 14 Jun 2017 16:12:42 GMT

I'm having issues with my recurring invoice. My client's saved card is NOT getting auto charged and thus her monthly bills go unpaid for weeks. How do I fix this? I attempted to cancel the series and start a new thread but it occured again. Is this an issue with my clients card?

Re: Recurring invoices and saved cards, NOT WORKING

Chad — Wed, 14 Jun 2017 20:54:15 GMT

Hey @NUTREV, I would recommend reaching out to your customer to make sure that everything is okay with their account. I've only seen this happen once before and the root of the issue was the client lost their physical card and reporting it lost. So all of the recurring invoices would come back as failed.

If this isn't the case please let me know. I would love to help get to the bottom of this.