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Recurring payments

I know some questions have been posted about this but recurring payments. But I am still unclear on some things.

 

i would like to set up a recurring (yearly) payment for customers and take the initially payment using my square reader.

 

1. Do I simply, swipe for payment ? And select keep customer info on the app?

 

2.Go back into the dashboard and set up the recurring function   At a later time?

 

would this work?

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Super Seller Alumni

Yes, You are right on.  While you have them there for the first payment I would also make sure you have some kind of agreement for them to sign.  Then attach it to the customer file and/or recurring invoice.

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