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<!DOCTYPE html><html class="no-js" lang="en-US"><head><script>document.querySelector('html').classList.remove('no-js');</script><meta content="text/html; charset=utf-8" http-equiv="Content-Type" /><meta content="width=device-width, initial-scale=1, user-scalable=no, minimal-ui, shrink-to-fit=no" name="viewport" /><meta content="telephone=no" name="format-detection" /><meta content="{"env":"production","country_code":"US","lang_code":"en","locale_code":"en-US","country_default_language":"en","default_country":"US","default_language":"en","supported_countries":["US","AU","FR","CA","GB","JP","IE","ES"],"available_languages":["ca","en","en-AU","en-CA","en-GB","en-IE","en-US","fr","fr-FR","fr-CA","es","es-ES","ca-ES","es-US","ja","ja-JP","pt","pt-PT"]}" name="sq:environment" /><meta content="{"eventstream":"help-center","google_universal":"UA-9517040-46","autotrack":{"page_view":true,"link_click":true,"scroll_depth":true},"one_trust_script_src":"https://cdn.cookielaw.org/scripttemplates/otSDKStub.js","enable_one_trust_blocking":true,"simulate_eu_one_trust_request":false,"one_trust_data_domain_script":"c4657020-c7d1-4a14-a091-267a7ee4863e","enable_usa_and_canada_one_trust":true,"pass_square_geo_to_one_trust":true,"show_one_trust_footer_link_for_usa_and_canada":true,"cdp_heartbeat_interval_seconds":5,"enable_cdp_heartbeat_url_regex":"https://squareup.com/help/","enable_datadog_rum":true,"cdp":"842c0228-a6d3-4a34-96df-2ea582e66088","cdp_entity_type":"anonymous_visitor","cdp_entity_id":"c5782eba-4eb1-4e03-8587-fb06e174607b"}" name="sq:tracking" /><meta content="{"enabled":true,"domain":"tealium-f.squarecdn.com","delay":1000}" name="sq:gtm" /><meta content="{"display_web_messaging":true,"ada_enabled_in_locale":true,"ungated_messaging_enabled":true,"enable_mercury_help_chat":true,"ungated_enabled":true,"enable_unified_chat_component":false}" name="sq:flags" /><link type="application/opensearchdescription+xml" href="https://supportcenter-production-f.squarecdn.com/help/opensearch.xml" rel="search" title="Search Square Support" /><meta name="csrf-param" content="authenticity_token" /> <meta name="csrf-token" content="HToIO1D12_zJUUvQUl3B7hVwcxaNOvtfdinzf-c4wQv3gZUZ4OHmtmPvvA2Bhq8vX7NkcvGSJ4Qe1q1c2jbPRg" /><link rel="stylesheet" href="https://supportcenter-production-f.squarecdn.com/help/assets/application-f7822b641cd232261dcf4d507842d1bbe887a8f6b9380ba34afdf4520d4023fa.css" /><link rel="stylesheet" href="https://supportcenter-production-f.squarecdn.com/help/assets/application_market_styles-88eb55e3b685667f5ab5f3e01982cd74a6b55b50f1ff28d6d41f429ec86c53d7.css" /><link rel="stylesheet" href="https://supportcenter-production-f.squarecdn.com/help/assets/rst-pilot-experiment_enabled-8ccb04f776b08fc9c682a37b6d70b02c4aed89cd322bca52a97e2b96a512ca2b.css" /><link rel="stylesheet" href="https://supportcenter-production-f.squarecdn.com/help/assets/ada-0e705bdef86e35c8b8792495af744acc60cdd73f65f5f498864c082196f8e549.css" /> <script type="application/ld+json"> { "@context": "http://schema.org", //static "@type": "Article", //static "author": "Square", //static "datePublished": "2016-07-01 14:51:54 -0700", "mainEntityOfPage": { "@type": "WebPage", //static "@id": "https://squareup.com/help/us/en/article/5770-use-card-on-file-with-the-square-app" //url }, "headline": "Use Card on File with Square", "image": { // square logo as default "@type": "ImageObject", //static "url": "https://public-web-staging-f.squarecdn.com/guides/shared/square-logo.png", "width": 160, "height": 60 }, "publisher": { //static "@type": "Organization", "name": "Square", "logo": { "@type": "ImageObject", "url": "https://public-web-staging-f.squarecdn.com/guides/shared/square-logo.png", "width": 160, "height": 60 } }, //first sentence of the article "description": "With Card on File, you can securely add and store payment cards in your Customer Directory, making transactions quick and seamless for your regulars. Safely charge a customer's stored payment card or Square Gift Card with either your Square Point of Sale apps or Square Virtual Terminal, and Square will handle the PCI compliance and authorization on your behalf. If your business has multiple locations, you can use a card on file to process a transaction at any of them.", "dateModified": "2024-08-28 17:55:55 -0700" } </script> <link rel="canonical" href="/help/us/en/article/5770-use-card-on-file-with-the-square-app" /> <link href="/help/es/ca/article/5770-use-card-on-file-with-the-square-app" hreflang="ca-es" rel="alternate" /><link href="/help/au/en/article/5770-use-card-on-file-with-the-square-app" hreflang="en-au" rel="alternate" /><link href="/help/ca/en/article/5770-use-card-on-file-with-the-square-app" hreflang="en-ca" rel="alternate" /><link href="/help/gb/en/article/5770-use-card-on-file-with-the-square-app" hreflang="en-gb" rel="alternate" /><link href="/help/ie/en/article/5770-use-card-on-file-with-the-square-app" hreflang="en-ie" rel="alternate" /><link href="/help/us/en/article/5770-use-card-on-file-with-the-square-app" hreflang="en-us" rel="alternate" /><link href="/help/us/en/article/5770-use-card-on-file-with-the-square-app" hreflang="en" rel="alternate" /><link href="/help/us/en/article/5770-use-card-on-file-with-the-square-app" hreflang="x-default" rel="alternate" /><link href="/help/es/es/article/5770-use-card-on-file-with-the-square-app" hreflang="es" rel="alternate" /><link href="/help/us/es/article/5770-use-card-on-file-with-the-square-app" hreflang="es" rel="alternate" /><link href="/help/fr/fr/article/5770-use-card-on-file-with-the-square-app" hreflang="fr" rel="alternate" /><link href="/help/ca/fr/article/5770-use-card-on-file-with-the-square-app" hreflang="fr-ca" rel="alternate" /><title>Use Card on File with Square | Square Support Center - US</title></head><body class="article"><div id="root"></div><script async="" src="https://xms-production-f.squarecdn.com/optimizelyjs/8447815042.js"></script><script src="https://supportcenter-production-f.squarecdn.com/help/assets/application-9e93a5703691209245118ebf677d99f287260a81ed6688b450015cc44dd41dfe.js"></script><script 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$(sectionSpecific('.search-results')) const searchInput = $(sectionSpecific('#welcome-search-query')) // This input holds the UUID for the current search query. const queryIdInput = $(sectionSpecific('#welcome-search-query-id')) const suggestedArticleList = $(sectionSpecific('#sc-evo-default-suggested-article-list')) const form = $(sectionSpecific('#welcome-search')) const searchIconComponent = '' + '<div class="menu-item-search-icon">' + '<svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg">' + '<path fill-rule="evenodd" clip-rule="evenodd" d="M10.5 6a4.5 4.5 0 1 0 0 9 4.5 4.5 0 0 0 0-9zM4 10.5a6.5 6.5 0 1 1 11.762 3.816l3.977 3.977a1 1 0 0 1-1.414 1.414l-3.972-3.972A6.5 6.5 0 0 1 4 10.5z" fill="#3E4348"/>' + '</svg>' + '</div>'; function asClassnameSelectors(classes) { // converts "classname_1 classname_2" to ".classname_1.classname_2" return classes.split(' ').map((klass) => `.${klass}`).join(""); } // Ensures a selector is specific to this instance of the search_form if there are // multiple instances of the search_form on the page. function sectionSpecific(selector) { return `${classes} ${selector}` } function refreshQueryId() { queryIdInput.val(window.uuidv4()); } function updateInputPlaceholder(window_width) { if (window_width < 740) { searchInput.attr('placeholder', "How can we help you?"); } else { searchInput.attr('placeholder', "Search questions, keywords, topics"); } } function checkDefaultSuggestedArticleList() { if (searchInput.val().length === 0) { clearIcon.hide(); suggestedArticleList.show(); } else { clearIcon.show(); } } function trackCtrImpression(input_text) { if (!window.ctr_impression_logged && input_text.length >= 2) { Sq.Tracking.eventQueue.enqueue(() => { if (Sq.OneTrust.advertisingTrackingEnabled) { Sq.Tracking.es.trackV2({ catalog_name: 'help_center_ctr_suggest', help_center_ctr_suggest_value: 'impression', locale_country_code: "US", locale_language: "en" }); } }); window.ctr_impression_logged = true; } } function isMobile() { const viewWidth = Math.max(document.documentElement.clientWidth || 0, window.innerWidth || 0) // We don't have access to the SCSS breakpoint variables here, but this should match with 'small' return viewWidth < 740 } function scrollToTopOnMobile() { if(isMobile()) { // Needs to be placed in a timeout as iOS will automatically set the scroll position when // focusing an input setTimeout(() => { const scrollTo = document.querySelector(sectionSpecific('.scroll-to')) scrollTo.scrollIntoView(true) }, 100) } } function handleSearchInputEvents() { let previousLength = 0; searchInput .focus(function () { scrollToTopOnMobile() checkDefaultSuggestedArticleList(); searchResults.addClass('active'); }) .blur(function () { // Without this timeout the search results will disappear before the user's click can be registered. setTimeout(function () { if (isNavSearch) { navSearch.hide(); searchInput.val(''); } }, 200); searchResults.removeClass('active'); }) .on('input', function () { checkDefaultSuggestedArticleList(); const searchInputText = $(this).val(); const currentLength = searchInputText.length; if (currentLength > previousLength) { previousLength = currentLength; } else if (!currentLength || Math.abs(currentLength - previousLength) >= 4) { previousLength = currentLength; refreshQueryId() } trackCtrImpression(searchInputText) }); } function handleFormSubmission() { form.on('submit', function (e) { searchResults.removeClass('active'); Sq.CDPLogger.logEvent('Conduct Full Search', { 'SearchQuery': searchInput.val(), 'QueryId': queryIdInput.val(), 'SessionId': '', 'SearchBarLocation': 'article page - top right corner' }); }); } function handleSearchResultClick() { searchResults.on('click', 'a', function () { searchResults.removeClass('active'); }); } function handleNavSearchIconClick() { if (isNavSearch) { // Triggers displaying the Search input when the search icon in the nav is clicked. $("[data-nav-search-trigger]").on('click', function () { navSearch.toggle(); $('html').removeClass( 'navigation-drawer-active navigation-cart-active' ); if (navSearch.is(':visible')) { searchInput.focus(); } }); } } function handleSearchIconClick() { $(sectionSpecific('#search-icon')).on('click', function () { searchInput.focus(); }); } function handleClearIconClick() { clearIcon.on('click', function () { searchInput.val(''); if (isNavSearch) { navSearch.hide(); } else { searchInput.focus(); checkDefaultSuggestedArticleList(); } }); } function handleWindowResize() { $(window).resize(function () { updateInputPlaceholder(window.innerWidth); }); } function showBookshelfResults(request, response, sellerResponse) { if (sellerResponse === undefined) return; let totalResults = sellerResponse.total_result_count; if (totalResults > 0) { let results = sellerResponse.document_results.map(function (result, index) { let document_kind_name = "Help Article"; if (result.document.document_kind === 4) { document_kind_name = "Community Answer"; } else if (result.document.document_kind === 7) { document_kind_name = "Weebly Help Article"; } return { label: result.document.title, value: result.document.title, url: result.document.url, kind: result.document.document_kind, score: result.score, doc_id: result.document.document_id, // Start index at 1 index: index + 1, kind_name: document_kind_name } }); Sq.CDPLogger.logEvent(`View Search Suggestions`, { 'Feature': 'Search', 'Query': request.term, 'QueryId': queryIdInput.val(), 'SessionId': "", 'Suggestions': results, 'SearchBarLocation': 'article page - top right corner' }); response(results); } else { response([{ label: "Hit enter to search", id: "submit-label", }]); } } const autocompleteArgs = { source: function (request, response) { $.ajax({ dataType: "json", type: 'GET', url: "/api/v1/bookshelf/search", data: { "data": JSON.stringify({ "source": "HELP_CENTER", "search_text": request.term, "search_type": 'SUGGEST', "document_kinds": ['HELP_CENTER_ARTICLE', 'COMMUNITY_POST', 'WEEBLY_HELP_ARTICLE'], "locale": { "country_code": "US", "language_code": "en", }, "page": 1, "per_page": 6 }) }, success: function (data) { showBookshelfResults(request, response, data); }, error: function (data) { } }); }, minLength: 2, delay: 200, // This method runs whenever a user clicks on a search suggestion select: function (event, ui) { function stripHtmlTags(html) { return html.replace(/<[^>]*>/g, ''); } // This prevents raw label text from overwriting the stripped label text below event.preventDefault(); if (ui.item) { // Bookshelf returned no results and the user clicked on the default label // which tells me them to hit search if (ui.item.id === "submit-label") { form.submit(); return; } // Updates the search input with the selected suggestion label text after stripping out HTML tags // Without this we would place <b> tags in the search input searchInput.val(stripHtmlTags(ui.item.label)) form.submit(); Sq.CDPLogger.logEvent(`Click Search Suggestion`, { 'Feature': 'Search', 'ItemURL': ui.item.url, 'DocumentKind': ui.item.kind, 'DocumentType': ui.item.kind_name, 'SearchRank': ui.item.score, 'SearchIndex': ui.item.index, 'SessionId': "", 'QueryId': queryIdInput.val(), 'SearchBarLocation': 'article page - top right corner' }); refreshQueryId() } }, response: function (event, ui) { if (ui.content.length > 0) { suggestedArticleList.hide(); } }, focus: function (event) { event.preventDefault(); // <-- prevent the input value from being updated. } }; // Used as a default when Bookshelf returns no results for the user's search function submitSearchComponent(item) { return ( '<div class="ui-menu-title-only">' + item.label + '</div>' ) } function suggestionComponent(item) { return ( searchIconComponent + '<a>' + '<div class="ui-menu-title-label">' + item.label + '</div>' + '</a>' ) } $(sectionSpecific(".article-search-query")).autocomplete( $.extend({appendTo: sectionSpecific('.sc-evo-search-results-list')}, autocompleteArgs)) .data("ui-autocomplete") 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href="/help/us/en/topic/payments">Payments</a></div><div class="grid-2-at-medium grid-col-space-xl-at-medium"><div class="column two-thirds-at-medium"><article><h1>Use Card on File with Square</h1><div class="toc-dropdown hide-at-medium gap-bottom-small"><a class="toc-dropdown-trigger" data-transition-state="on" data-transition-target="toc-dropdown-menu" href="#"><div class="grid-flex grid-valign-middle"><div class="column expand">In this article</div><div class="column"><div class="arrow"></div></div></div></a><div class="toc-dropdown-menu collapse fade" data-transition-state="on" data-transition-types="collapse fade" id="toc-dropdown-menu"><a data-transition-state="on" data-transition-target="toc-dropdown-menu" href="#d2c3b931299656f8711480f8863714e3">About Card on File</a><a data-transition-state="on" data-transition-target="toc-dropdown-menu" href="#135b308ed83c53f1516b7c754566d1c4">Before you begin</a><a data-transition-state="on" data-transition-target="toc-dropdown-menu" href="#72f14ff0b88e136d02f0bbaff9066ace">Step 1: Enable Card on File</a><a data-transition-state="on" data-transition-target="toc-dropdown-menu" href="#ebbdadd932c474e39b78cd48507fb316">Step 2: Get authorization</a><a data-transition-state="on" data-transition-target="toc-dropdown-menu" href="#d6dfeb655e005e2ff4340dbc0d108247">Step 3: Store card information</a><a data-transition-state="on" data-transition-target="toc-dropdown-menu" href="#13dcc1f43bbe5216d7d0527093e5c85b">Step 4: Charge a card on file</a><a data-transition-state="on" data-transition-target="toc-dropdown-menu" href="#fa90f995f5ab49e61970b7a1c79f2eed">Delete a card on file</a><a data-transition-state="on" data-transition-target="toc-dropdown-menu" href="#164a2c547e23be9feca13912598efd75">Related articles</a></div></div><div class="rst-pilot-fragment-primary"> <div class="fragment-heading">Who is this article for?</div> <div class="fragment-content"><ul> <li>Sellers with the checkout permission to add customers to a sale can store payment cards during a sale. </li> <li>Sellers with the checkout permission to take payments can charge a card on file. Set permissions in <a href="https://squareup.com/dashboard/team/permissions" target="”_blank”"> Square Dashboard</a>. </li> </ul></div> </div> <h2 id="d2c3b931299656f8711480f8863714e3">About Card on File</h2> <p>With Card on File, you can securely add and store payment cards in your Customer Directory, making transactions quick and seamless for your regulars. Safely charge a customer's stored payment card or Square Gift Card with either your Square Point of Sale apps or Square Virtual Terminal, and Square will handle the PCI compliance and authorization on your behalf. If your business has multiple locations, you can use a card on file to process a transaction at any of them.</p> <h2 id="135b308ed83c53f1516b7c754566d1c4">Before you begin</h2> <ul> <li><p>Once a card on file expires, you or your customer will need to unlink the card information from their profile in your Customer Directory.</p></li> <li><p>You’re unable to save contactless payment card or device information for sales completed with Apple Pay, Google Pay, or Samsung Pay.</p></li> <li><p>Health Savings Account (HSA) and Flexible Spending Account (FSA) cards are supported with Card on File. </p></li> <li><p>It’s a violation of PCI standards to record a customer’s CVV, so there won’t be a field to enter it.</p></li> <li><p><a href="https://developer.squareup.com">Square’s public APIs</a> all use the same infrastructure to support Card on File. When using Square's <a href="https://developer.squareup.com/docs/ecommerce-api">eCommerce API</a> or <a href="https://developer.squareup.com/docs/customers">Customers API</a> to store cards on file, you can use these cards to complete payments with the Square POS and Square Invoices apps.</p></li> <li><p>Customers can securely pay for single or recurring invoices by adding and storing a Card on File or Bank on File. Learn how to <a href="https://squareup.com/help/us/en/article/5797-use-card-on-file-with-square-invoices">use payment methods on file with Square Invoices</a>.</p></li> </ul> <h2 id="72f14ff0b88e136d02f0bbaff9066ace">Step 1: Enable Card on File</h2> <p>To use Card on File on your point of sale, you must first enable the feature. To start:</p> <ol> <li><p>Sign in to your Square app and tap <b>☰ More</b> > <b>Settings</b> > <b>Checkout</b> > <b>Customer</b> <b>management</b>.</p></li> <li><p>Under Save a Card on File, toggle on <b>In the Customer Profile</b>.</p></li> <li><p>Optionally toggle on <b>After checkout</b> to save cards after checkout.</p></li> </ol> <p>Card on File doesn’t have to be enabled for use on Square Dashboard.</p> <h2 id="ebbdadd932c474e39b78cd48507fb316">Step 2: Get authorization </h2> <p><a href="https://dashboard-production-f.squarecdn.com/dashboard/assets/billing/card_on_file_authorization_form-4ea81e1ef9f611cf6d0e88274591adea.pdf">Download our card authorization form template > </a></p> <p>You need your customer’s signed authorization to save their card and protect you from chargeback liability. Have your customer fill in the authorization form. Make sure to keep authorization forms on file to comply with PCI-DSS and data privacy requirements and store them securely to help <a href="https://squareup.com/help/us/en/article/6138-preventing-disputes">prevent payment disputes</a>.</p> <ol> <li><p>Sign in to your <a href="https://app.squareup.com/dashboard/customers/directory">Square Dashboard</a> and click <b>Marketing & loyalty</b> > <b>Customer directory</b>. </p></li> <li><p>Select an existing customer or click <b>Create</b> to add a new customer.</p></li> <li><p>Under Payment on File, click <b>(•••)</b> and click <b>Add Credit or Debit Card</b> or <b>Add Gift Card</b>.</p></li> <li><p>Click <b>fill in and sign this form</b>.</p></li> <li><p>Download the form and send it to your customer to sign and authorize before adding the card details to their customer profile.</p></li> <li><p>Upload the signed copy by clicking on the customer’s profile, then navigate to <b>Files</b> > <b>Upload File</b>.</p></li> </ol> <div class="rst-pilot-fragment-secondary"> <div class="fragment-content">The Card Authorization form doesn’t include an option for the customer to enter their card’s CVV number; however, the actual card input requires the CVV number. Due to PCI standards, you’ll need to collect CVV over the phone or in person and enter these details into the Customer Directory.</div> </div> <h2 id="d6dfeb655e005e2ff4340dbc0d108247">Step 3: Store card information </h2> <p>A card on file can be stored from the Customer Directory in either your Square Point of Sale or Square Dashboard.</p> <div class="border-top gap-vert-small collapsible-component"> <div class="border-bottom collapsible-component-element"> <h2 class="h6 gap-none ignore-section" data-transition-state="on" data-transition-target="sub_topic_list_9e89142e" id="sub_topic_switch_9e89142e"> <a class="subtopic-heading-link" data-transition-state="on" data-transition-target="sub_topic_list_9e89142e" href="#"> <div class="grid-flex grid-valign-middle"> <div class="column expand"> Point of Sale </div> <div class="column no-shrink"> <div class="h2 arrow color-blue"> </div> </div> </div> </a> </h2> <div class="collapse fade" data-transition-state="on" data-transition-types="collapse fade" id="sub_topic_list_9e89142e" style="height: 0px; opacity: 0; overflow: hidden;"> <div class="overflow-hidden pad-horz-small pad-bottom-small"> <div id="topic_9e89142e" class="9e89142e"> <div class="grid grid-space-line"> <div class="column"> <p> </p> <ol> <li>Sign in to your Square app and tap <strong>☰ More</strong> > <strong>Customers</strong>.</li> <li>Tap an existing customer. For new customers, create their profile before proceeding.</li> <li>Under Payment on File, tap <strong>Add Card</strong> and choose <strong>Credit or debit card</strong> or <strong>Gift card</strong>.</li> <li>Enter the required payment details, customer name, and/or customer email address.</li> <li>Tap <strong>Save</strong>. Your customer will receive an email confirming that you’ve saved a card on file for them.</li> </ol> <p> </p> <p>You can also add a card on file just before or after completing a sale.</p> <p> </p> <ul> <li> <strong>Before a sale:</strong> To add a card on file before a sale, ring up your customer as you normally would. From the “Current sale” screen, tap <strong>Add customer</strong>. Once the customer is added, tap the customer name on the “Current sale” screen and tap <strong>View full profile</strong> to add a payment on file.</li> <li> <strong>After a sale:</strong> To add a card on file after a sale, ring up your customer as you normally would. Once you’ve completed the payment, store the payment card information by tapping <strong>View customer</strong> from the receipt screen to add a payment on file.</li> </ul> </div> </div> </div> </div> </div> </div> <div class="border-bottom collapsible-component-element"> <h2 class="h6 gap-none ignore-section" data-transition-state="on" data-transition-target="sub_topic_list_c6c9fe21" id="sub_topic_switch_c6c9fe21"> <a class="subtopic-heading-link" data-transition-state="on" data-transition-target="sub_topic_list_c6c9fe21" href="#"> <div class="grid-flex grid-valign-middle"> <div class="column expand"> Square Dashboard </div> <div class="column no-shrink"> <div class="h2 arrow color-blue"> </div> </div> </div> </a> </h2> <div class="collapse fade" data-transition-state="on" data-transition-types="collapse fade" id="sub_topic_list_c6c9fe21" style="height: 0px; opacity: 0; overflow: hidden;"> <div class="overflow-hidden pad-horz-small pad-bottom-small"> <div id="topic_c6c9fe21" class="c6c9fe21"> <div class="grid grid-space-line"> <div class="column"> <p> </p> <ol> <li>Sign in to your <a href="https://app.squareup.com/dashboard/customers/directory">Square Dashboard</a> and go to <strong>Marketing & loyalty</strong> > <strong>Customer directory</strong>.</li> <li>Select an existing customer. For new customers, create their profile before proceeding.</li> <li>Under Payment on File, click <strong>(•••)</strong> and choose <strong>Add Credit or Debit Card</strong> or <strong>Add Gift Card</strong>.</li> <li>Enter the required payment details, customer name, and/or customer email address.</li> <li>Click <strong>Save</strong>. Your customer will receive an email confirming that you’ve saved a card on file for them.</li> </ol> </div> </div> </div> </div> </div> </div> <div class="border-bottom collapsible-component-element"> <h2 class="h6 gap-none ignore-section" data-transition-state="on" data-transition-target="sub_topic_list_51d86acf" id="sub_topic_switch_51d86acf"> <a class="subtopic-heading-link" data-transition-state="on" data-transition-target="sub_topic_list_51d86acf" href="#"> <div class="grid-flex grid-valign-middle"> <div class="column expand"> Square Invoices app </div> <div class="column no-shrink"> <div class="h2 arrow color-blue"> </div> </div> </div> </a> </h2> <div class="collapse fade" data-transition-state="on" data-transition-types="collapse fade" id="sub_topic_list_51d86acf" style="height: 0px; opacity: 0; overflow: hidden;"> <div class="overflow-hidden pad-horz-small pad-bottom-small"> <div id="topic_51d86acf" class="51d86acf"> <div class="grid grid-space-line"> <div class="column"> <p> </p> <ol> <li>From the Square Invoices app, tap <strong>Customers</strong>.</li> <li>Create a new profile or select an existing customer.</li> <li>Under Card on File, tap <strong>Add Card</strong>.</li> <li>Enter the card details, including the expiration date and CVV. Tap <strong>Next</strong>.</li> <li>Confirm the customer’s email address so you can send digital receipts for purchases. Tap <strong>Next</strong>.</li> <li>Enter the Billing Code to authorize the card for future purchases. Tap <strong>Agree and Save Card</strong>.</li> <li>A Card and Customer Profile Saved confirmation message will appear. Tap <strong>Done</strong> to return to the customer profile.</li> </ol> </div> </div> </div> </div> </div> </div> </div> <h2 id="13dcc1f43bbe5216d7d0527093e5c85b">Step 4: Charge a card on file</h2> <p>You can charge a card on file from either Square app, Square Virtual Terminal, or with Square Invoices. When you charge a customer’s card on file, a receipt is automatically sent to the email address associated with their customer profile.</p> <div class="border-top gap-vert-small collapsible-component"> <div class="border-bottom collapsible-component-element"> <h2 class="h6 gap-none ignore-section" data-transition-state="on" data-transition-target="sub_topic_list_77dd9d58" id="sub_topic_switch_77dd9d58"> <a class="subtopic-heading-link" data-transition-state="on" data-transition-target="sub_topic_list_77dd9d58" href="#"> <div class="grid-flex grid-valign-middle"> <div class="column expand"> Square apps </div> <div class="column no-shrink"> <div class="h2 arrow color-blue"> </div> </div> </div> </a> </h2> <div class="collapse fade" data-transition-state="on" data-transition-types="collapse fade" id="sub_topic_list_77dd9d58" style="height: 0px; opacity: 0; overflow: hidden;"> <div class="overflow-hidden pad-horz-small pad-bottom-small"> <div id="topic_77dd9d58" class="77dd9d58"> <div class="grid grid-space-line"> <div class="column"> <p> </p> <p>While completing a transaction, add your customer to the sale, tap <strong>Charge</strong>, and choose the <strong>Card on File</strong> option.</p> </div> </div> </div> </div> </div> </div> <div class="border-bottom collapsible-component-element"> <h2 class="h6 gap-none ignore-section" data-transition-state="on" data-transition-target="sub_topic_list_158e428e" id="sub_topic_switch_158e428e"> <a class="subtopic-heading-link" data-transition-state="on" data-transition-target="sub_topic_list_158e428e" href="#"> <div class="grid-flex grid-valign-middle"> <div class="column expand"> Square Virtual Terminal </div> <div class="column no-shrink"> <div class="h2 arrow color-blue"> </div> </div> </div> </a> </h2> <div class="collapse fade" data-transition-state="on" data-transition-types="collapse fade" id="sub_topic_list_158e428e" style="height: 0px; opacity: 0; overflow: hidden;"> <div class="overflow-hidden pad-horz-small pad-bottom-small"> <div id="topic_158e428e" class="158e428e"> <div class="grid grid-space-line"> <div class="column"> <p> </p> <ol> <li>Sign in to your <a href="https://app.squareup.com/dashboard/pos/overview">Square Dashboard</a> and click <strong>Take a payment</strong> from the homepage. You can also click <strong>Payments</strong> > <strong>Virtual Terminal</strong> > <strong>Take a Payment</strong>.</li> <li>Enter the transaction details and select your customer with a saved card on file.</li> <li>Under Payment details, confirm <strong>Customer card on file</strong> is selected.</li> <li>Click <strong>Charge</strong>.</li> </ol> </div> </div> </div> </div> </div> </div> </div> <h2 id="fa90f995f5ab49e61970b7a1c79f2eed">Delete a card on file</h2> <p>A card on file can be deleted from the Customer Directory in either your Square app or Square Dashboard.</p> <p>Your customers can also remove their own cards by following the link provided to them on all Card on File email notifications. The link in these notifications will take them to their Card on File Dashboard, where they can view and remove the cards on file associated with your business.</p> <div class="border-top gap-vert-small collapsible-component"> <div class="border-bottom collapsible-component-element"> <h2 class="h6 gap-none ignore-section" data-transition-state="on" data-transition-target="sub_topic_list_73bcc80d" id="sub_topic_switch_73bcc80d"> <a class="subtopic-heading-link" data-transition-state="on" data-transition-target="sub_topic_list_73bcc80d" href="#"> <div class="grid-flex grid-valign-middle"> <div class="column expand"> Point of Sale </div> <div class="column no-shrink"> <div class="h2 arrow color-blue"> </div> </div> </div> </a> </h2> <div class="collapse fade" data-transition-state="on" data-transition-types="collapse fade" id="sub_topic_list_73bcc80d" style="height: 0px; opacity: 0; overflow: hidden;"> <div class="overflow-hidden pad-horz-small pad-bottom-small"> <div id="topic_73bcc80d" class="73bcc80d"> <div class="grid grid-space-line"> <div class="column"> <p> </p> <ol> <li>Sign in to your Square app and tap <strong>☰ More</strong> > <strong>Customers</strong>.</li> <li>Select a customer with a card on file.</li> <li>Under Payment on File, tap <strong>(X)</strong> next to the card you want to remove.</li> <li>Confirm deletion by tapping <strong>Remove</strong>.</li> </ol> </div> </div> </div> </div> </div> </div> <div class="border-bottom collapsible-component-element"> <h2 class="h6 gap-none ignore-section" data-transition-state="on" data-transition-target="sub_topic_list_398baae0" id="sub_topic_switch_398baae0"> <a class="subtopic-heading-link" data-transition-state="on" data-transition-target="sub_topic_list_398baae0" href="#"> <div class="grid-flex grid-valign-middle"> <div class="column expand"> Square Dashboard </div> <div class="column no-shrink"> <div class="h2 arrow color-blue"> </div> </div> </div> </a> </h2> <div class="collapse fade" data-transition-state="on" data-transition-types="collapse fade" id="sub_topic_list_398baae0" style="height: 0px; opacity: 0; overflow: hidden;"> <div class="overflow-hidden pad-horz-small pad-bottom-small"> <div id="topic_398baae0" class="398baae0"> <div class="grid grid-space-line"> <div class="column"> <p> </p> <ol> <li>Sign in to your <a href="https://squareup.com/dashboard/customers/directory">Square Dashboard</a> and go to <strong>Marketing & loyalty</strong> > <strong>Customer directory</strong>.</li> <li>Select a customer with a saved card on file.</li> <li>Under Payment on File, click <strong>(X)</strong> next to the card you want to remove.</li> <li>Select a reason for deleting the card and click <strong>Confirm Delete Card</strong>.</li> </ol> </div> </div> </div> </div> </div> </div> </div> <h2 id="164a2c547e23be9feca13912598efd75">Related articles</h2> <ul> <li><p><a href="https://squareup.com/help/us/en/article/5797-use-card-on-file-with-square-invoices">Use payment 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href="#135b308ed83c53f1516b7c754566d1c4">Before you begin</a></li><li class="gap-bottom-line"><a class="core-type-paragraph-20" data-id-anchor="72f14ff0b88e136d02f0bbaff9066ace" href="#72f14ff0b88e136d02f0bbaff9066ace">Step 1: Enable Card on File</a></li><li class="gap-bottom-line"><a class="core-type-paragraph-20" data-id-anchor="ebbdadd932c474e39b78cd48507fb316" href="#ebbdadd932c474e39b78cd48507fb316">Step 2: Get authorization</a></li><li class="gap-bottom-line"><a class="core-type-paragraph-20" data-id-anchor="d6dfeb655e005e2ff4340dbc0d108247" href="#d6dfeb655e005e2ff4340dbc0d108247">Step 3: Store card information</a></li><li class="gap-bottom-line"><a class="core-type-paragraph-20" data-id-anchor="13dcc1f43bbe5216d7d0527093e5c85b" href="#13dcc1f43bbe5216d7d0527093e5c85b">Step 4: Charge a card on file</a></li><li class="gap-bottom-line"><a class="core-type-paragraph-20" data-id-anchor="fa90f995f5ab49e61970b7a1c79f2eed" href="#fa90f995f5ab49e61970b7a1c79f2eed">Delete a card on file</a></li><li class="gap-bottom-line"><a class="core-type-paragraph-20" data-id-anchor="164a2c547e23be9feca13912598efd75" href="#164a2c547e23be9feca13912598efd75">Related articles</a></li></ul></div><script>Sq.OnLoad.dom(() => { Sq.SmoothScroll.DEFAULT_DURATION = 0; const tocSideBarLinks = document.querySelectorAll('a[data-id-anchor]'); if (tocSideBarLinks.length) { const ACTIVE_CLASS = 'active'; const elementsIds = [...tocSideBarLinks].map((element) => element.dataset.idAnchor); const handleActiveElement = () => { const currentScroll = document.documentElement.scrollTop; elementsIds.forEach((elementId, index) => { const element = document.getElementById(elementId); if (element) { // calculates the height from the start of the page to the element const elementTop = Math.floor(element.getBoundingClientRect().top + window.scrollY); const currentLink = tocSideBarLinks[index]; // if scroll down if (currentScroll >= elementTop) { // adds a class for sidebar element 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