If their card is on file, is there a way the custo...

Larrycat · ‎01-13-2017

We have a regular customer who would like to save their card on file but needs to review and approve the invoice before the card is charged. Is there a way the process can use the saved card after customer approval?

Tom · ‎01-15-2017

Hi @Larrycat — welcome to the seller community! 🙂

Thanks for surfacing this. We don't offer a way to set up recurring invoices with a customer approval requirement at this time — your customer will simply get a notification that their payment card was charged.

For now, the only way to require a customer approval as you've described, it is to send invoices manually for this particular customer. I can see how this feature would be helpful for efficiency, and we'll be sure to circle back to this thread with any other useful details or updates.

Appreciate your patience in the meantime, and please let us know if you have any other questions!

️ Tom | he/him
Seller Community Manager | Square, Inc.
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If their card is on file, is there a way the customer still approves the invoice before payment?