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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 Panel de Datos Square en línea.

  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.

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

  5. Fill out the rest of the invoice, including any discounts.

  6. 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 Tarjetas guardadasor Transferencias bancarias ACH, toggle Allow Automatic Payments on. This gives your customer the option to securely save their payment card or bank account 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.

  7. Choose to Share via Email or Manually and add additional recipients as needed.

  8. Use the default reminders, or click Edit reminders to change.

  9. Check the boxes under More Options, if applicable.

  10. 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 am (in your timezone) 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.