How to link Customer Card?

[assistant2]

New to square- working for my employer and her account.

We have square mostly just to use online for payment invoices. We use acuity for scheduling and square invoice after service provided. 

I have a repeat customer who we normally invoice. She would like to link her card so when she pays every time, it saves her card. She says it isn't working.

How can I help her on my end? 

Do we have to check and see if she created a customer account first? 

I looked at her profile and it seems like there are several payment methods on file? Should I have her delete them?

Also, I tried searching for help and saw that I should go to the customer directory. When I do that, and search for my regulars, the names don't appear. There is an option for import/export... not sure if I need to do that to see the customer directory? 

Thank you for any suggestions!!

The title of this thread has been edited from the original: Customer can't link card

[Breffni · Accepted solution]

Hi @assistant2 👋 thanks for bringing this question to the Seller Community. 

I'd be happy to help. It's hard to know what may be causing the error on your customer's end.

I would first check that the option for the customer to save a card on file is available for this customer: 

1. When creating an invoice in the Square Dashboard or Square app, scroll to More Options.

2. Check or toggle on Allow Customer to save a card on file.

3. When paying the invoice, your customer will be given the option to save their card details for future invoices and purchases.

To avoid any further confusion, in this case, the best option may be to save the card details on your end for the customer. Next time you are in contact with them, you can ask them for the details and save them from the Customer Directory. 

From your online Square Dashboard

1. Go to the Customers section of your online Square Dashboard.

2. Create a new customer or select an existing customer profile.

3. Click ... > Add Card.

4. Enter the card details, select the location where this card can be charged, and print and file a Customer Authorization form. Note: the authorization form does not have a field for CVV for security purposes. The CVV is securely stored within your customer’s profile and not visible once saved.

5. Click Confirm.

I hope this helps, let me know if you have any questions.