![]() Navigate to Payments > Invoices in your online Square Dashboard > click Create Invoice. Save a Payment Card for Square Invoice PaymentsĪllow customers to save their payment card for future payments: Click Done to return to the customer profile. Tap Agree and Save Card.Ī Card and Customer Profile Saved confirmation message will appear. Tap Next.Įnter the Billing Code to authorise the card for future purchases. Tap Next.Ĭonfirm the customer’s email address so you can send digital receipts for purchases. Tap the Customers tab and create a new profile or select an existing customer.Įnter the card details, including the expiry date and CVV. Add Card on File via the Square Invoices App Make sure to keep authorisation forms on file and store them securely to help prevent payment disputes. Note: You must have written authorisation from your customer to save their payment card. Safely carry out your business with Square handling PCI compliance and authorisation on your behalf. Seamlessly charge your customers’ stored payment cards or Square Gift Cards. Securely add and store payment credit or debit cards in your Customer Directory. You can use Card on File with Square Invoices created from your online Square Dashboard or the Square Invoices app to easily receive payment from repeat customers: Note that any manually added information will only be visible to you.Add Card on File via the Square Invoices App Save a Payment Card for Square Invoice Payments Manually Save a Payment Card to your Customer Directory Charge a Card on File with Square Invoices app Use Recurring Invoices FAQ Note: You can't remove contact information that has been added by your organization.Įdit or add additional information and select Save. Select Save or Done to save the new contact. ![]() In the Outlook mobile app, scroll down to the bottom of the card.Įdit any field or add additional information. Note that any pre-filled information from your organization will always stay on profiles in Microsoft apps and services. Information you add manually for your contacts is only visible to you and won't be available to anyone else. Other people can't see your contacts in Microsoft apps and services. On a person's profile card, select the 'More actions' menu located on the right (.) and then select Add to contacts. If you are viewing the expanded view of the card, select Add to contacts in the Contacts panel. ![]() Note: Any pre-filled information from your organization will always stay on profiles in Microsoft apps and services, including people that have been added as contacts. Information you add manually for your contacts is only visible to you and won't be available to anyone else. Other people can't see your contacts in Microsoft apps and services. If you don't want Viva Topics on your profile card, you have to opt out of Viva Insights. For detailed steps, see Viva Insights Home > Opt in or Out of Features. Select the setting wheel in the Viva Topics section on your profile card to show/hide suggested topics. You can choose to show or hide suggested topics on your profile card. On the Topic Center home page, you can see all topics in your organization that you're connected to. Topics that have been confirmed as connected to you have a checkmark icon next to them.įor example, if you have been confirmed for a topic named Planet Blue, it would appear with the checkmark before the topic name : To confirm whether you should be listed as a person for the topic, select the topic to go to its site.Ĭonfirmed Viva Topics on your profile card These are topics that Viva Topics has suggested that you are connected to because you have authored or edited content that is related to the topic, such as a file or site. Suggested Viva Topics on your profile card A term that is underlined and highlighted in content within Microsoft 365 is a recognized topic.īeing listed on topics where you're knowledgeable can help members of your organization recognize you as a subject matter expert. There are many types of topics, such as the name of a project, product or service, customers, processes, or frequently referenced subjects. A topic is a phrase or term that is specific and important to the organization. ![]() If your organization has enabled Viva Topics, you might see suggested and/or confirmed topics on your profile card.
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