Payment Providers: Square

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Plan Availability: ✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise | X Flex |
Locate: Manage > Ecommerce Setup > Payment or Manage > Integrations > Payments
Prerequisites: 

• Admin permissions to manage Payment Providers.
• One or more Locations configured within Square.

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About Square

Square is a very popular Payment Provider and highly recommended by Checkfront for use with your business. 

Customers can make payments through Square online. Alternatively, our Checkfront iOS/Android apps support in-person payments through Square readers.

Square is currently available in the United States, Canada, United Kingdom, Australia, and Japan.

 

Google reCAPTCHA is now supported by Checkfront with Square. Learn more here... Google reCAPTCHA

 

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To enable Square, log in to your Checkfront account and navigate to Ecommerce Setup and Payment tab under the Manage menu. Locate and click on the Square tile within the list of featured providers.

From the Add-on Setup modal, click on the option to Connect to Square.

This initiates the authorization process, where you 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 appears for authentication purposes. Enter your Email Address and Password, then Sign In.

 

Once you've successfully logged in, the connection is established with Square and you are redirected back to Checkfront where Square is now marked as an Active Provider. 

 

The example in the screenshot above is using the test environment (Sandbox). When you go live with your Square account integrated, the Provider should not be labelled as Sandbox.

 

Next, click on Setup to configure your Location setting.

 

From Add-on Setup, verify the connected Square business Location. You can change the connected Location by selecting from the drop-down menu displayed.

Click Update to save your Location selection.

 

This step requires that you have one or more Locations created within Square. Learn more about Location Management in Square here: Square Support | Location Management

 

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Ensure that the Country field is enabled and required in the booking form (Manage > Layout > Booking Form) when using Square, otherwise, payments may fail.

 

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We highly recommend you test the integration with Square before processing any live payments through your account. 

To use Sandbox Mode, the testing environment, ensure the Square live integration is disabled (Setup > Disable) and then follow the steps above, this time choosing to Connect to Square in Sandbox Mode with a Sandbox location.

Don't forget to deactivate the Sandbox connection and Connect to Square with your live account when you have completed your testing and are ready to take live payments!

 

The minimum payment amount for Square (1.00) applies to test as well as live transactions.  What is the minimum payment amount for Square?

 

Test Payment Failures due to Currency Mismatch If you encounter test payment failures, this may be due to a currency mismatch, between your Checkfront account and the test account. The test account Coffee & Toffee Toronto uses CAD as it's currency. If you encounter errors, please make sure you are using CAD as your Checkfront Base Currency (Manage > Setup > Locale > Base Currency) while testing.

 

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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 through our mobile apps.

 

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. Note: Gift Certificates purchased through Checkfront cannot be redeemed through Square or Gift Certificates purchased through Square redeemed through Checkfront. 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 (e.g. $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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Have more questions about the Square? To learn more about our Square integration you can also check out our list of Frequently Asked Questions or email support@checkfront.com.