Subrscriptions Clarity

I need some clarity on Monthly Subscriptions.

 

I'm a Massage Therapist and I have some clients that prefer to be invoiced so that they can "pick and choose" their preferred payment. (Example, one month or several, they might elect to pay with a particular card, but might elect to use a different card due lack of available funds or "credit" on a specific card.)

Currently, I only have one client that prefers to be invoiced rather than have it set up to be automatically charged to a specific card on file.

It appears however, that each time the client receives the invoice and makes payment...the payment plan "setting" automatically gets changed from "Invoiced monthly" to "card on file".

Is this because the Client has - in the past - or during checkout when she pays the invoice, puts a check-mark (selects) the "save payment method" to file?

In essence, what's the difference between selecting "save payment method to file" during checkout for non Subscription clients, and Subscription clients??? Because I know there's suppose to be a way that Subscription clients "can" change or "update" how their subscription plan is routinely paid (invoiced or auto-paid via card or ACH, etc.)

THIS is frustrating me.

Thanks!

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Square Community Moderator

Hey there @KTTT 

 

The Save Card on file function that appears during checkout is just for your customer to authorize the use of their card on future purchases/invoices. This should not cause your invoices or subscriptions to default to that option but make it an available option for your customer to pay with.

 

So I can better understand your situation, would you mind sharing some examples? That way I will be able to provide the clarity you need.

JJ
Community Moderator, Square
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Sure.

Just recently actually, I initially set up a subscription plan to be paid via invoice option on a 6 month plan.

Example: The client gets an invoice monthly on the same day each month that gives them the option to choose from several different cards they might have saved using the "save payment method" option on their end.

Several times clients have had their monthly subscription payment automatically charged to whichever card they chose to pay the invoice with, rather than receiving an invoice that allows them to choose from whichever card they desire to.


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