Square Integration for Processing Payments

The Integration of Square allows businesses to connect their Square accounts directly, offering a seamless and efficient way to manage transactions, whether they are one-time payments or recurring subscriptions.

How to Use the Square Integration

Step 1: Connect Your Square Account

1. Navigate to Payments -> Integrations: Go to the Payments section and select Integrations.

2. Connect Square: Click on the Square integration option and follow the prompts to enter your API keys. This will link your Square account to your Referins Platform.

Step 2: Select a Location For your Sub Account

• Link specific Square physical locations to sub-accounts for precise sales tracking and reporting.
• A default location is selected initially but can be updated per sub-account.

Steps to Use:

1. Connect (for new users) or reconnect (for existing users) your Square account in the integrations section.

2. Review fetched physical locations from Square.

3. Select the desired location for the sub-account.

4. Save changes to finalize.

Requirements & Limitations:

• Only physical Square locations are available.
• Proper permissions must be granted during setup.
• Each sub-account can only be linked to one location at a time.

Step 3: Configure Products for Payment

1. Go to Payments on the left -> Products on the top: Access the Products section.

2. Set Up Products: Create and configure the products you want to offer, specifying whether they are for one-time payments or subscriptions.

3. Assign Payment Methods: Assign Square as the payment method for the products you have configured.

Step 4: Implement Payment Options

1. Use Across Features: Implement the configured Square payment options across order forms, invoices, online stores, forms, memberships, and payment links.

2. Save and Test: Save your settings and test the payment processes to ensure everything is working correctly.

Step 5: Monitor and Manage Transactions

1. Track Payments: Go to Payments -> Orders and Transactions to monitor real-time payment activity.

2. Use Triggers: Utilize the available trigger functionalities to automate processes based on payment events.

Square in Calendar Payments

Square is available as a payment integration in Calendars, providing businesses with another secure method to collect payments for bookings. This option complements other payment methods, helping businesses expand their global reach.

To use Square,

• Integrate it through the Payments section and set it as your default provider.
• Enable payment collection within Calendar Settings.

Note: You can use Square to collect payments for all calendar types. However, Square is not supported for the Classic Widget or Service menu.

Pro Tips

• Test Thoroughly: Before going live, thoroughly test your payment workflows to ensure everything functions smoothly.
• Keep API Keys Secure: Make sure your Square API keys are securely stored and only accessible by authorized personnel.

Use Cases

Retail Businesses

Retail businesses can use Square to manage in-store and online payments, ensuring a consistent and reliable checkout experience across all sales channels.

Subscription Services

Companies offering subscription-based services can use Square to handle recurring payments, making it easier to manage memberships and ongoing service fees.

E-commerce Platforms

E-commerce platforms can integrate Square for processing payments on product sales, with support for both one-time purchases and subscriptions.

FAQ

Can I use Square for both one-time and subscription payments?

Yes, you can configure Square to process both one-time payments and recurring subscriptions by setting up the respective products under Payments -> Products.

How do I track payments made through Square?

Payments made through Square can be tracked in real-time under Payments -> Orders and Transactions, where you can also use existing trigger functionalities to automate processes.

What if I don’t select a location?

A default physical location will be assigned but can be changed later.

Can one sub-account have multiple locations?

No, only one location can be linked per sub-account.