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Beta Member

Setting up a customer Tab

Hi all, just installed 4 restaurant terminals this week, one question can we set up a Tab by capturing customer card information incase we need to charge it later.

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Admin

Hi @NickHunter, thanks for your post and welcome to the Seller Community. 

 

We don't have a direct way to create a tab with customers card details saved. 

 

What you could do it use Open Tickets to create, edit and save orders on your Square Terminals. 

 

To set up open tickets on your Square Terminal: More > Settings > Open Tickets. 

 

Then use the Card on File function to save your customersโ€™ payment card information and then apply the card to the sale at checkout.  

 

To set up card on file on the Square Terminal: More > Customers > Create Customer 

 

I hope this will work for you, let me know if you have any questions! 

Breffni
Community Moderator, Ireland, Square
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@NickHunter, the card details will need to be manually provided by the customer. 

 

We don't have an automated way to this yet, I can see how that would be helpful and save time so I can definitely put it down as a feature request.  

Breffni
Community Moderator, Ireland, Square
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