Accept Payments Online | Square Support Center (2024)

Popular Articles

  • Learn About Square Fees
  • Refund Overview
  • Refunds FAQ
  • Two-Step Verification
  • Get Started With Tap to Pay on iPhone
  • Get Support at Square

Home>Accept Payments

In this article

Accept Payments with Virtual TerminalAccept Payments with InvoicesAccepting Payments Online FAQ

From your online Square Dashboard, you can seamlessly accept payments on a laptop or desktop device with Virtual Terminal or Invoices. You can also wirelessly connect Square Terminal with Virtual Terminal from your computer for smooth in-person transactions.

Accept Payments with Virtual Terminal

Accept Payments Online | Square Support Center (1)

To accept payments with Virtual Terminal:

  1. Go to the Virtual Terminal Overview page.

  2. Select Take a Payment.

  3. Choose Quick Charge to add a custom amount or Itemized Sale to choose from your item library.

  4. Add an optional note to the sale. Note: There is a 500 character limit.

  5. If applicable, select an existing customer from your Customer Directory.

  6. Under Payment Details, you can choose from the following payment methods: Manually Enter Card, Manually Enter Gift Card, Record Cash Payment, or Record Other Payment. You can also swipe a card using a Square Reader for magstripe.

  7. When you’re ready, swipe or click Charge.

Important to Note

  • Square’s standard processing fee for Virtual Terminal payments is 3.5% + 15¢ per manually-entered payment, and 2.6% + 10¢ per swipe. Learn more about Square’s processing fees and Square Pricing.

  • Your funds will be transferred into your bank account as fast as the next business day, or in seconds with instant transfer. Review Square’s transfer options.

  • You can keep track of all your transactions by going to Sales > Transactions in your online Square Dashboard. You can also view all Virtual Terminal payments from your Virtual Terminal Overview page.

Accept Payments Online | Square Support Center (2)

Learn more about getting started with Virtual Terminal, and how to navigate the Virtual Terminal Overview page in Dashboard.

Accept Payments with Invoices

With Square Invoices, you can create and send invoices, create invoice templates, create a recurring invoice series, create and send estimates, and schedule invoice deliveries. Compare Square Invoices Free and Plus plans to see which plan works best for your business.

To accept payments with Square Invoices:

Step 1: Invoice Details

  1. Go to Invoices > click Send an invoice.
  2. Select a customer from your Customer Directory, or enter a new name and email address or phone number. You can enter up to nine recipients.
  3. Add an optional Invoice title and edit the Invoice ID to match your records.
  4. Add an optional message. You can also include an optional Service date to your invoice.
  5. Select the Frequency for this invoice. It can be sent as a One-time or Recurring invoice. If you’re creating a recurring invoice series, select start and end dates, along with frequency and due dates.
  6. Choose to Send immediately or at a later date and the Due date upon receipt or at a later date.

Step 2: Line Items

  1. Add a new or existing item from your Item Library. You may find existing items by search or barcode scanning. Learn more about connecting a barcode scanner.
  2. If applicable, click Add discount to discount the total invoice by percentage or dollar amount. Click Add.
  3. If applicable, click Add service charge to apply a service charge for fees that will be added to the original invoice amount, such as shipping or handling expenses. You can create a new service charge while creating your invoice or select an existing service charge to apply. Default service charges can be created from the Account & Settings tab of your online Square Dashboard. Alternatively, you can set up a variable service charge, which enables you to specify the exact amount or percentage at the time of cart building.
  4. If applicable, click Add payment schedule if you would like to split the total balance into milestones. You can request a percentage or dollar amount deposit. Note: This is an Invoices Plus feature.

Payment schedule pro tip: Request a portion of your invoice upfront, and set a separate due date for the remaining balance.

Step 3: Payment Options

  1. Select the payment method:
    • Credit or debit card
    • Apple Pay or Google Pay
    • Cash App Pay
    • ACH bank transfer
    • Afterpay
    • Square gift card
  2. If applicable, under Tipping, tick Allow customer to add a tip to give your customer the option in their invoice.
  3. If applicable, under Store payment method, tick Allow your customer to save a card on file. If selected, customers will have the option to save their payment card when paying the invoice. If they do, you will have the option to charge future invoices to the saved card instead of sending the invoice for payment.

Step 4: Communication

  1. Choose to share the invoice via email, text message or manually. Note: If you select Manually, the invoice and any attached files will not be emailed to your customer, but can be shared via a link once it is created.
  2. If applicable, enter an email address to add additional recipient(s).
  3. Choose the frequency of invoice payment reminders.

Step 5: More Options

  1. If applicable, tick Request delivery address to request a shipping address for the invoice goods or services.
  2. Add an optional Square Contract to establish clear service agreements with your customers.
  3. If applicable, upload an attachment. Note: Attach up to 10 files totalling 25 MB. Supported file types: JPG, PNG, GIF, TIFF, BMP, and PDF. Do not attach sensitive personal information or illegal content. Square may use the content you upload to fight chargebacks on your behalf.
  4. If applicable, Add a custom field to enter data that will be displayed on the invoice presented to your customer. Note: This is an Invoices Plus feature.

Step 6: Preview and Send

Before sending your invoice, select Preview to view your invoice as your customer will see it. You can also click Save as Draft to save the current version to work on later, or to keep it as a template to duplicate and send anytime. Click Send once you’ve completed the preview.

Learn more about getting started with Square Invoices, and how to navigate the Square Invoices Overview page in Dashboard.

Accept Payments Online | Square Support Center (3)

Accepting Payments Online FAQ

Can I split the payment using Virtual Terminal?

Yes! On the checkout screen, select Split Payment to accept multiple tender types such as payment or gift cards, or you can record other payment types like cash.

Is there a fee if I record “cash” or “other” payments?

There’s no fee to accept other tender types. When you accept other tender types, Square doesn’t process any funds and functions only as an organisational tool.Money for these transactions are exchanged directly between you and your customer and will not be transferred by Square.

I have multiple locations, how do I change the reporting location?

On the checkout screen, click the location drop-down in the top left-hand corner and select the reporting location before charging the customer.

I’ve taken a payment from Square Terminal, where can I find the transaction history?

You can view your transaction history, send confirmations and grant refunds from the Virtual Terminal Overview Page. You can also find the payment in the Transactions tab.

How do I check and manage invoices I’ve sent?

Once your invoice is sent, you can track whether it has been paid from your Invoices Overview Page.

I want customers to take payments from an online ordering page. How do I set this up?

Sell in more ways with a free Square Online site. You can accept payments online for appointments, online food ordering, online retail, and more!

In this article

  • Accept Payments with Virtual Terminal
  • Accept Payments with Invoices
  • Accepting Payments Online FAQ

Related Articles

Manage Payment Types with the Square AppView Article
Accept Payments Online | Square Support Center (2024)
Top Articles
Latest Posts
Article information

Author: Domingo Moore

Last Updated:

Views: 6010

Rating: 4.2 / 5 (73 voted)

Reviews: 80% of readers found this page helpful

Author information

Name: Domingo Moore

Birthday: 1997-05-20

Address: 6485 Kohler Route, Antonioton, VT 77375-0299

Phone: +3213869077934

Job: Sales Analyst

Hobby: Kayaking, Roller skating, Cabaret, Rugby, Homebrewing, Creative writing, amateur radio

Introduction: My name is Domingo Moore, I am a attractive, gorgeous, funny, jolly, spotless, nice, fantastic person who loves writing and wants to share my knowledge and understanding with you.