What do I need to save and charge cards on file with Square?
An active Square Payments merchant account.
Your Square account is connected to Detail Bookie, and Square customer sync is enabled.
(Recommended) One or more Square Terminals, available for purchase direct from Square.
How do I save customer payment details to their account?
We offer several ways to save your customer payment details. This article contains full instructions for each option.
Save card on file with Square Terminal.
Save card on file after completing a card payment with Square Terminal.
Save card on file with the Square Point of Sale App.
Save card on file in the Square Dashboard website.
How do I save a card on file with Square Terminal?
The Square Terminal is the easiest way to save a card on file with Detail Bookie.
From your customer's work order menu, choose the Payment: Card on File option.
Select the Save card with Square Terminal button.
Choose which payment terminal device to use.
Ask your customer to use your Square Terminal device to save their card. They will be prompted to:
Insert their card.
Agree to save the card on file.
Confirm their email address for notifications about charges.
How do I save a card on file after processing a payment with Square Terminal?
When completing a card payment with the Square Card Terminal device, your customer can use the Save my card on file button after the transaction to start the process of saving the card to their account.
How do I save a card on file with the Square Point of Sale App?
Open your Square Point of Sale app.
Find your customer's account in the customer list.
From the customer profile, chose to add a payment method.
Follow Square's instructions for collecting card payment details from your customer.
How do I save a card on file with the Square Dashboard web site?
Log in to Square in your web browser.
Find your customer's account in the customer list.
From the customer profile, chose to add a payment method.
Follow Square's instructions for collecting card payment details from your customer.
How do I charge a customer payment method on file?
Charge a card on file from the customer's work order page in your Detail Bookie Backoffice. From the invoice menu, choose the Payment: Card on File option. Square will send a payment receipt to your customer's E-Mail address any time you charge a card on file.
Can I charge a card on file without creating a work order?
You can't charge a card on file from the Detail Bookie back office without first created a work order for the customer. But you can create ad hoc card charges directly with Square. Use the Square Point of Sale app, or the Square Dashboard website directly to process those card charges.