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Create a Recurring Invoice Series Online

If you need to set up recurring payments with your customers, you can do so with Square Invoices.

To do so:

  1. Go to Invoices in your online online Square Dashboard.

  2. Click Recurring > Create Recurring Series.

  3. Select a customer from your Customer Directory, or enter a new name and email address or phone number. You can enter up to nine recipients.

  4. If the customer already has a payment card(s) saved to their directory profile, choose the card to be charged for the recurring payments under Invoice Method. If your customer doesn’t have a payment card on file, you can check the box next to Allow customer to save their card. This gives them the opportunity to securely save their payment card on file.

  5. Select the start date, the recurrence frequency and the end date.

  6. Fill out the rest of the invoice including any discounts.

  7. Check the Allow Customer to Add a Tip box at the bottom, if appropriate.

  8. Click Schedule or Charge if sending immediately.

If you scheduled a recurring payment for a future date with the Card on File feature, your customer’s card will be automatically charged at 10 a.m. (in your time zone) on the date you’ve selected.

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.