Asking client to enter their card to save on file

[deirdre]

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. 

[deirdre]

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

Thank you, 

Deirdre

[Kassi_]

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.  

[lwert5821]

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

Thanks

[frances_a]

Hello @lwert5821 and welcome to our Seller Community! 

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

1. When creating an invoice in the Square Dashboard or Square app, scroll to More Options.

2. Check or toggle Allow Customer to save a card on file.

3. When paying the invoice, your customer will be given the option to save their card details for future invoices and purchases.

Thank you!