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

[All4Chiro]

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?

[EJ_ · Accepted solution]

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.

[EJ_ · Accepted solution]

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.

[EnergyDance18]

What If I already have their card information to keep on file, How do I put that in with out them getting an invoice before I put there card in?  I have roughly 115 families that are doing Automatic withdrawal via credit or debit card.

[pfab]

Hi, I love that customers can do this with their debit/credit card

can this also be done if they choose ACH Check?  Some of our customers are larger companies and they pay by check.  

PFAB

[Laurie_]

Hi there @pfab,
 

Thanks for reaching out with your question!

If your business has to process paper checks regularly or has recurring customers, it would save you time to accept ACH payments, which you can enable in your Square Invoices settings. Please keep in mind that ACH payments can take between 3-5 business days to process. 

To accept ACH bank transfer as a payment method for an invoice:
 

1. From your Square Invoices Overview page, select Send an invoice.
2. Select or add a customer, then select a Frequency.
3. Add items to your invoice, then choose to charge immediately or schedule for a future date.
4. Under “Payment method”, enable ACH bank transfer.
5. Choose to share via Email or Manually, and add additional recipients as needed.
6. Use the default reminders or click Edit reminders to change.
7. Preview, Save as Draft, or Send the invoice.

To learn more about the different ways to accept payment via Square Invoice, visit this page. 😊