Process Recurring or Subscription Payments with Square Recurring Invoices
With Square, you can use Card on File with the Square app and Square Invoices to process recurring or subscription-type payments.
Create a Recurring Series
- Go to Invoices from your online Square Dashboard.
- Click Recurring Series tab > Create Recurring Series.
- Customer information: Select an existing customer, or enter a new name and email address or phone number.
- Invoice details: Add custom invoice details, such as a title, custom invoice ID to match your records, a message and an optional date of service.
- Recurring schedule: Select how often the recurring invoices will be sent. You can include a custom start date, end date and recurring invoice due date.
- Automatic payments: If you’d like to let your customer opt in for automatic payments using Card on File, toggle on Allow Automatic Payments. This gives your customers the option to securely save their payment card on file and be charged automatically on the due date of each invoice within the recurring series.
- Line Items: You can add items from your item library. Once added, you can adjust the quantity or customise the item by adding a note or tax. To add a discount to the entire recurring invoice, click Add discount.
- Payment options: Select the payment methods you accept. Toggle on Allow Customer to Add Tip to let customers add tips to the recurring invoice.
- Store Payment Method: Toggle on Allow Customer to Save Card to let customers save their card information when paying the invoice, so you can charge it for future invoices.
- Communication: Select how you would like to share your recurring invoices. To send invoices via email, your customer’s email address must be provided. To share them via text message, your customer’s phone number must be provided. You may also add additional recipients.
- Reminders: If you want to customise the cadence or number of reminders your customer receives, select Edit Reminders.
- More options: Toggle on Request Shipping Address to make entering a customer’s delivery address mandatory. You can also attach any custom attachments or add in custom fields.
- Once finished, you can Preview what the invoice will look like on your customer’s end, Save as Draft or Send.
- When your client receives the recurring invoice, they can complete the payment securely online. If their card was already on file, it will be charged automatically. Your funds will be deposited according to your deposit schedule.
To download a CSV file of your recurring invoices, click Export from the Recurring series tab of your Invoices Dashboard.
Note: In case a card on file charge fails for a single invoice that is part of a recurring series, an email will be sent to your customer prompting them to pay online. The following invoices in the series will continue to be charged on the due date, with the same card on file.
- Select + from the navigation menu, then tap Recurring Series.
- Bill to: Select an existing customer, or enter a new name and email address or phone number. Toggle on Request Delivery Address to make entering a customer’s delivery address mandatory.
- Line Items: You can add items from your item library. Once added, you can adjust the quantity or customise by tapping the item and adding a note or tax. Toggle on Request a Tip to let customers add tips to the invoice.
- Payment Schedule: Select how often the recurring invoices will be sent. You can include a custom start date, end date, recurring invoice due date and date of service.
- Automatic payments: If you’d like to let your customer opt in for automatic payments using Card on File, toggle on Allow Automatic Payments. This gives your customers the option to securely save their payment card on file and be charged automatically on the due date of each invoice within the recurring series.
- Payment Method: Select the payment methods you accept. Toggle on Allow Customer to Save Card to let customers save their card information when paying the invoice, so you can charge it for future invoices.
- Details: Add custom invoice details, such as a title or custom invoice ID to match your records. You can also attach any custom attachments or add in custom fields.
- Select Continue to preview the invoice.
- Delivery Method: Select how you would like to share your recurring invoice. To send an invoice via email, your customer’s email address must be provided. To share it via text message, your customer’s phone number must be provided.
- Payment Reminders: If you want to customise the cadence or number of reminders your customer receives, select Payment Reminders.
- Once finished, you can Preview what the invoice will look like on your customer’s end and Send recurring invoice if everything looks good. To save as a draft, tap ‘•••’.
- When your client receives the recurring invoice, they can pay you securely online. If their card was already on file, it’s charged automatically. The money is usually transferred into your bank account in one or two working days from the processing date.
- Tap ≡ More from the bottom navigation bar and select Invoices > Create Invoice.
- Bill to: 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. Toggle on Request Delivery Address to make entering a customer’s delivery address mandatory.
- Line Items: You can add items from your item library. Once added, you can adjust the quantity or customise the item by tapping the item and adding a note or tax. Toggle on Request a Tip to let customers add tips to the invoice.
- Payment Schedule: Select Make This Invoice Recurring > Recurring. Enter how often the recurring invoices will be sent. You can include a custom start date, end date, invoice due date and date of service.
- Automatic payments: If you’d like to let your customer opt in for automatic payments using Card on File, toggle on Allow Automatic Payments. This gives your customers the option to securely save their payment card on file and be charged automatically on the due date of each invoice within the recurring series.
- Payment Method: Select the payment methods you accept.
- Details: Add custom invoice details, such as a title or custom invoice ID to match your records. You may also attach any custom attachments or add custom fields.
- Select Continue to preview.
- Delivery Method: Select how you would like to share your recurring invoice. To send an invoice via email, your customer’s email address must be provided. To share it via text message, your customer’s phone number must be provided.
- Once finished, you can Preview what the invoice will look like on your customer’s end and Send recurring invoice if everything looks good. To save as a draft, tap •••.
- When your client receives the recurring invoice, they can complete the payment securely online. If their card was already on file, it will be charged automatically. The money is usually transferred into your bank account in one or two working days from the processing date.
What your customers will see
When your clients receive the invoice in their email, they can pay you securely online. If you toggled on Allow Automatic Payments, your customer can tick Save my card on file with (your business name) to save their payment card on file and be charged automatically on the due date of each invoice within the recurring series. If their card was already on file, it’s charged automatically. Your funds will be deposited according to your transfer schedule.
Duplicate Recurring Invoices
You can easily duplicate your recurring invoices to quickly send an invoice with similar details to a different client.
- Go to Invoices from your online Square Dashboard.
- Select the recurring invoice you’d like to duplicate > click on the three dots next to the amount > select Duplicate.
Note: Duplicating a single recurring invoice will only duplicate one invoice, not the entire series.
Manage a Recurring Series
Edit and manage a recurring invoice series from your online Square Dashboard and the Square app.
Manage a Recurring Series
Managing a recurring series will impact all recurring invoices in that series.
- Go to Invoices from your online Square Dashboard.
- Click the Recurring Series tab.
- Click ‘…’ by an active recurring series.
- Select Edit Recurring Series to edit the recurring series.
- Select View Recurring Invoices to see all the recurring invoices in the recurring series.
Manage a Recurring Invoice
Managing a recurring invoice will only impact a single invoice. To manage the whole series, follow the ‘Manage a Recurring Series’ instructions.
- Go to Invoices from your online Square Dashboard.
- Click ‘…’ by an active recurring invoice. Recurring invoices will have a status marked Recurring and will follow an ID convention similar to 000001-R-0001.
- To edit the information on a single invoice, click Edit Recurring Invoice.
- To cancel a single invoice, click Cancel Recurring Invoice.
- To view the details of a recurring series, click View Recurring Series.
- To duplicate a single invoice, click Duplicate Recurring Invoice.
Manage a Recurring Series
Managing a recurring series will impact all recurring invoices in that series.
- Open the Square Invoices App and tap Invoices from the navigation menu.
- Tap the filter All Sent link.
- Scroll to the bottom of the filter list and select Active under Recurring Series.
- Tap an active series.
- To make edits to the recurring series information, like customer information, line items and payment method, tap Edit link.
- To view recurring invoices in the recurring series, tap View Invoices in Series.
Manage Recurring Invoice
Managing a recurring invoice will only impact the single invoice. To manage the whole series, follow the ‘Manage Recurring Series’ instructions.
- Open the Square Invoices app and tap Invoices.
- Tap an active recurring invoice. Recurring invoices will follow an ID convention similar to 000001-R-0001.
- To make edits to the single invoice information, like customer information, line items and payment method, tap Edit.
- To cancel the single recurring invoice, scroll to the bottom of the page and tap Cancel Recurring Invoice.