With Card on File, save customer payment cards to your Customer Directory, immediately process invoice payments, and get paid faster. Saving a card on file comes in handy when using recurring invoices or sending multiple invoices to the same customer.
Save a Payment Card for Invoice Payments
There are two ways to save a customer’s payment card:
- From your online Customer Directory
- Creating a new invoice and checking “Allow Customer to save their card.”
Charge a Card on File for an Invoice Payment
When you create a Square Invoice, you can select a card on file to charge.
Keep in mind, if the Card on File is changed and the customer has a recurring invoice, you will need to edit that invoice series to ensure the right card is being charged.