Payment Gateways: Square

Features of Square

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• Mobile payments (via our iOS and Android apps)

• Apple Pay and Android Pay (requires contactless/chip reader with our iOS app)

• Virtual Terminal

• In-App Refunds

• Integrated Checkout

• Live / Test Environments

• Volume rates  (annual revenues over $250K with average order over $15)

• Split payment options within the Square mobile app

• Rebilling (Payee must opt-in when paying)

 

 

 

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To enable Square, login to your Checkfront account and navigate to Manage > E-Commerce, making sure the Payment tab is selected. Here you will see a list of available payment modules. Locate Square from the list of featured gateways and click on the Setup button next to it.  

 

 

 

 

After clicking the Setup button, you will see a pop-up box asking you to Connect to Square. Clicking on the button here will authorize Square to connect your Checkfront account for the purpose of payment processing.  

 

 

 

 

If you are not already logged in to your Square account, a login screen will appear for authentication. Enter your username and password, then click the Sign In button below.

 

 

 

 

Once you've successfully logged in, the connection will be established with Square and you'll be redirected back to Checkfront where you'll see the integration has been enabled.

 

 

 

 

If you click on the Square Setup button again, you'll be able to confirm the Square location/business you're connected to.

 

 

 

 

The location setting is important. It ensures that staff using the mobile app for payments are only sending those funds to your Square account/location. You can change the connected location using the drop-down menu in the pop-up window.

 

 

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We highly recommend you test the integration with Square before processing any live payments through your account. This enables you to make sure payments through Checkfront are being received in your Square account.

To use the Sandbox Mode, disable the Square add-on (if it's already active) and click on the button labeled Connect to Square in Sandbox Mode. 

 

 

 

 

Once you've done that, select a sandbox location from the drop-down menu. 

 

 

 

 

Click the blue Update button to finish.

Don't forget to go back and click on the blue Connect to Square button, as seen in the screenshot above, when you have completed your testing and are ready to take live payments.

 

 

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Square provides their own hardware for in-person payments. You can use any Square reader available in your region to swipe card present transactions for your bookings.  

iOS & Android App Booking Flow   The payment flow for Square in our iOS and Android mobile apps is as follows:   1. Ensure that you have both the Checkfront and Square Point of Sale apps installed on your device. 2. Make sure you’re logged into the Square app, and specifically the location matching your Checkfront configuration. 3. Find and view the booking in Checkfront mobile app. 4. Select Payments. 5. Select Take Payment. 6. Set the amount to be processed if it differs from the total balance owing. This will not be editable once you’re in Square, other than to split that amount across multiple cards, add any notes, then click the  ‘Pay $999.99 on credit’ button. 7. Checkfront sends a request that opens the Square app, and you'll be presented with an option to pay by credit card. If you have a contactless reader connected, you will also see the option to take a contactless payment.         You should select this option if you wish to make the payment via the tap method, rather than swiping. If you don't select this option, tap will still work, but the payment will not be recorded in Checkfront. In that case, you will need to go into the Checkfront Booking Manager and process a manual POS payment to record the transaction.   8. Either swipe, tap (if applicable) or key in credit card information. Note: if possible, we suggest swiping/tapping over keying in the card number as Square provides a lower rate on card-present transactions. 9. [Optional] A split payment can also be created in Square, allowing you to split the amount previously noted (eg. $999.99) for payment across multiple credit cards. 10. Click Charge 11. Both failed and successful payments redirect back to the CF app (with an error message, if applicable). 12. Booking is be updated with transaction details.

 

 

 

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Q: Can I use Square and Stripe at the same time?

A: Yes, if both are enabled, Stripe will be the default provider for your web-based payments, but Square can be used for in-person payments via our mobile app. The Square integration may be used as both your e-commerce and mobile payments solution, or alongside primary gateways for the just mobile option.

Q: Is Square available in my country?

A: Square is currently available in the United States, Canada, United Kingdom, Australia, and Japan. Please review our payment page from time-to-time to see if Square is available in your country.

For more information see www.checkfront.com/updates or www.squareup.com  

 

Q: How long in the past am I able to process refunds with Square 

Square allows Rebilling and Refunds. These processes are done using tokenized payment information. The length of time that refunds are allowed to be processed after the original payment date can be found here, after this window you’ll need to refund your customer outside of Square. 

Once you have refunded your customer outside of Checkfront and Square, be sure to log the refund on the customer's Checkfront booking transactions tab.