Process Recurring or Subscription Payments

Overview

With Square, you can use Card on File with the Square Point of Sale app and Square Invoices to process recurring or subscription-type payments.

Create a Recurring Invoice Series

From Your Online Square Dashboard

  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. 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 Invoice Method 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.
  6. Fill out the rest of the invoice, including any discounts.
  7. Click Schedule or Charge if sending immediately.

From the Square Point of Sale App

  1. From the navigation menu, tap Invoices > Create Invoice.
  2. Select a customer from your Customer Directory, or enter a new name and email address. You can enter up to nine recipients.
  3. Under Frequency, select Recurring and set the start date, recurrence frequency, and the end date.
  4. If the customer already has a payment card(s) saved to their directory profile, choose the card to be charged by tapping Invoice Method. 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. Fill out the rest of the invoice, including any discounts.
  6. Click Schedule.
  7. 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.
  8. Tap Schedule or Charge if sending immediately.

Note: Recurring invoices are sent at 10:00 a.m. according to the time zone in which the series was created and does not automatically adjust during Daylight Saving Time or if your business changes time zone. For example, if a series was created while in Pacific Time, then the business moves to Central Time, recurring invoices from any series created in Pacific Time will be sent at 10:00 a.m. Pacific Time, not Central Time.

What your customers will see

Square Invoice Payment Screen

When your clients receive the invoice in their email, they can pay you securely online. If you have toggled Allow Automatic Payments on, your customer can check Save my card on file with (your business name) to save their payment card on file and be charged automatically for 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 deposit schedule.

Note: You’ll pay a fee of 3.5% + 0.15 cents each time you complete a payment with Square Invoices using a card on file.

Manage Recurring Invoices

Edit, end, and manage a recurring invoice series from your online Square Dashboard and the Square app.

From the online Square Dashboard

  1. Sign in to the Invoices section of your online Square Dashboard > Recurring.
  2. Select an Active invoice. From here you’ll be able to edit or end a series.

From the Square app:

  1. Navigate to Invoices.
  2. Tap Filter > Active Recurring Series > select the series.
  3. Tap Edit or End Series.

From here, you can edit or end the selected series.

Advanced Invoicing

Learn more about getting started with Square Invoices.

Still need help? Ask the community

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