Articles on: Invoicing & Payments

Setting Up the Square Payment Plugin

In order to configure your Square Payment plugin, navigate to Settings > Plugins > Payment Processors.

Click Square Payment in the drop-down.

Supported Features:

One-Time PaymentsRecurringRefunds

If you are utilizing Square Payment, it is recommended to mark Yes next to In Signup so that your clients can pay with Square Payment during the signup and payment process.

Other Options:

Field Name Description
One-Time PaymentsSelect YES if you want to allow customers to make one-time payments through this payment processor.
Available in Profile Billing TabThis plugin is available to admins in the user's profile billing tab.
Square Payment Application IDPlease enter your Square Payment Application ID here.
Square Payment Location IDPlease enter your Square Payment Location ID here.
Square Payment Access TokenPlease enter your Square Payment Access Token here.
Use SandboxSelect YES if you want to use Square Payment's testing server, so no actual monetary transactions are made.
Signup NameSelect the name to display in the signup process for this payment type. Example: eCheck or Credit Card.

Updated on: 07/03/2023

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