If you don't have a Square account, you can take advantage of our current promotion with Square. At the time of posting this, this promotion is to waive $2,000 in processing fees for the first 180 days of signing up with them.
Setting up your integration with Square is simple. Click the Square option in Settings -> Merchant Services, select Square, and then choose the Sign into Square button.
Once you complete that login, you will see an option to choose a business location if you have more than one with Square. Remember, if you have a multi-location account with us, set the correct location and repeat this process for other locations.
Recharging Cards
To recharge a card, it first must have been saved to your Square account. Per Square's docs, we are required to give the customer the option to save their card or not (see the end of Step 2 in the important notice).
If you've taken payment through Square via our software, you will be able to charge those same cards again successfully as long as those cards are still valid and as long as they were not Apple Pay, Google Pay, AfterPay, or re-loadable and one-time use cards. At this time, Square doesn't support recharging those methods. You will do this from the lead you are working with, in the payments section. Choose the Charge Existing Card option to do so. You cannot refund. Charges must be positive amounts.
Customers can also choose if they want to save their card, on the contract and invoice page, in order to make payments through Square. This is how it will display.
Google Pay, Apple Pay, and AfterPay
We now support Google Pay, Apple Pay, and AfterPay. The customer must be using a device and browser that supports these for them to show. Additional considerations for each service as well as a screen shot is listed below.
- Google Pay: To use this, you must have a verification file on your domain. If you are using us for your hosting and website, we will complete this task for you. Otherwise, the button will not show.
- Apple Pay: To use this, you must have a verification file on your domain. If you are using us for your hosting and website, we will complete this task for you. Otherwise, the button will not show. This will only display if the customers are using an Apple device; iPhone, Mac, iPad, iPod.
- AfterPay: To use this, you must have it enabled in your Square account. Square will give you a minimum and maximum dollar amount that your customers can use this for. If the amount they are trying to pay is not within those values, the button will not show.
Example of Checkout Page
Please note: If a customer uses Apple Pay, Google Pay or AfterPay, you cannot recharge their saved card. This also applies to re-loadable gift cards.
Additional Information: Payment Form Behavior
- Consistent Interface: The payment form layout in the administrative/agent backend is identical to the customer-facing checkout page.
- Dynamic Postal Code Field: The Postal Code input field is conditional. It will only appear after all other payment details (such as the card number, expiration date, and CVV) have been entered correctly and validated. If a user cannot see the postal code field, please ensure the card number and expiration date are accurate and free of errors.