Saving Card on File against Customer

Questions
1

Out check out flow is as follows:

  1. Send the Order to Square
  2. Send a Payment link to the customer for completion of the order
  3. Once the customer enters their card information the order is completed and the order appears in the Dashboard.

However, we noticed that once the card info is entered the customer record (in the Customer Directory) is not updated to the customer record. We were hoping there would at least be the option for the user to select to have their card stored on file after entering their details on the payment link.

This is not possible?

Alon

2

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Based on the information you’ve provided, the following documentation will help answer your question:

Additional Documentation

Cards API
Save a Card on File
Create a Card on File and a Payment

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3

The current functionality of the Square Checkout API does not automatically update the customer record in the Customer Directory or store the customer’s card on file after a payment is made through a payment link. The customer’s card information is used solely for the purpose of completing the specific transaction and is not stored for future use. If you want to store a customer’s card on file, you would need to use the Cards API and explicitly obtain the customer’s consent to save their card information for future purchases.

This answer was reviewed by @Bryan-Square.