Use Card on File with Square Invoices
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.
Note: Health Savings Account and Flexible Spending Account cards are not currently supported with Card on File. Physical or electronic gift cards will work with Card on File, but we recommend your client confirms the balance will cover the purchase prior to running the payment.
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. The card on file will be charged on the due date or each recurring invoice. If the Card on File is past its expiration or fails for another reason, a new invoice will be sent allowing the customer to enter new card information, as well as save the new card information for future invoices.