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How to put card on file

I have read the instructions. I do not even see the "actions" button. How do I save a credit card "on file" ?????

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Square

Sorry to hear about the trouble! You can add the card directly from the Customer Directory tab once you select a customer. Here's a screenshot: 

 

 

 


Sean
he/him/his
Product Manager | Square, Inc.
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Is there any way to do this while creating a customer profile on a mobile device? I can't figure it out 😞

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Alumni

👋🏼 @Complexions!

 

Just follow these steps:

  • Tap the Navigation menu (3 horizontal lines in the top left)
  • Go to Customers > All CustomersCreate Customer
  • You'll be prompted to fill out the Customer information.
  • Once you do, scroll to the bottom and tap Card on File

Hope that helps!

Puka - She/They
Seller Community UX Designer
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