Note: We recommend using your device in landscape view for each set of steps below.Īdd items to your cart or enter a custom amount With a stored card on file, you can charge your customer with the Square app at a future visit or with a Square Invoice, all without ever using the physical card. Select an existing customer or tap Create New Customer.įollow steps 3-7 under the “From your in-app Customer Directory” section. Tap Add Customer from the receipt screen. You’re unable to save payment card information for sales completed with Apple Pay, Google Pay, or Samsung Pay.
#AP FILE CARDS ANDROID#
Note: This option is only available for sales completed by swipe or dip using the Square Point of Sale app on an iPad, iPhone, or Android device. Once you’ve completed the payment, you can store the payment card information used in the sale using the steps below. To start, ring up your customer as you normally would.
Use steps 3-7 from the section above, “From your in-app Customer Directory,” to add and save the payment card information. Select an existing customer from the list or tap Create New Customer. Note: We recommend using your device in landscape view.įrom your Current Sale screen, tap Add a customer. If your business has multiple locations, you can use a saved payment card to process a transaction at any of them. You’ll see Card Saved once it’s linked to the customer’s profile. Your customer will receive an email confirming that you have saved a card on file for them.
#AP FILE CARDS ZIP#
Have your customer authorize the card on file for future purchases by entering their billing zip code. Have your customer enter their email address for receipts. You’re required to enter the customer’s name and email address. After the customer is saved in your Directory, you’ll see the option to add a Card on File.)ĭip or swipe the card, or manually key in the card information. ( Note: If you’re creating a new customer, you’ll need to enter their personal information and tap Save. Tap Edit Personal Information > scroll to the bottom and tap Add Card. Tap Customers > select an existing customer from the list or tap Create New Customer. Note: Phone numbers cannot be used for Card on File notifications. There are three ways to store a card on file with the Square app: To save a card after a sale, toggle on Show Save Card Button After Checkout. Toggle on Charge and Save Cards to Customer Profiles to save your customers’ payment card information from your in-app Customer Directory.
Tap Settings > Checkout > Customer Management. To turn on Card on File from the Square app:įrom the navigation bar at the bottom of your screen, tap Transactions. With Card on File enabled, you can link payment cards to customer profiles from both the app and your online Square Dashboard. Note: Health Savings Account and Flexible Spending Account cards are not currently supported with Card on File.
You can also save a card on file from your online Square Dashboard by heading to the Customer Directory, or using Square Invoices. Safely carry out your business with Square handling PCI compliance and authorization on your behalf. Seamlessly charge your customers’ stored payment cards or Square Gift Cards. Securely add and store payment cards in your Customer Directory. Use Card on File with the Square Point of Sale app to make selling easy: Ready to set up your point of sale with Square? Get started >
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