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How do I save a credit card on file so I can charge clients automatically?

I need to save an invoice as a pdf file or something similar and see no options to do so.  How can I do that?

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Hey @fourtopia! Thanks for joining the Seller Community!

 

If you want to save a client's card on file to use later for an invoice, you can use our Card on File option. This allows you to create invoices for your customers and choose when you need to charge them.

 

 

Also, you can take a look at this Community answer where @ Sheamus walks through the steps on how to save an invoice as a PDF. 

 

Feel free to tag me back if you have any other questions!

Bea_
Beta Community Manager, Square
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