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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 get started:

  1. Go to Invoices in your 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 from the Payment Method on File dropdown. If you’d like to let your customer opt in for Automatic Payments using Card on File, toggle Allow Automatic Payments on. This gives your customer the option to securely save their payment card on file and be charged automatically for each invoice within the recurring series. Your customer’s card will be automatically charged according to the series’ schedule.

  5. Select the start date, the recurrence frequency and the end date. You can also choose a Sale or service date for your recurring invoice.

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

  7. Tick the boxes under More Options, if applicable.

  8. Click Schedule, or Charge if sending immediately.

If you schedule a recurring payment for a future date with the Card on File feature, your customer’s card will be automatically charged at 10:00 (in your time zone) on the date you’ve selected.

Note: 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.