How to Use Square Payments

Overview

After setting up Square Payments, you can process card payments for your customers in Simpro Premium and Simpro Premium Mobile, and your customers can pay through the customer portal, or online.

Square payments are supported for Simpro Premium users in Australia, UK, Ireland, Canada, and the US.

Automatic Payments are available for Simpro Premium customers who use Square payments for transactions, have automatic invoicing set up for recurring invoices and can access the customer portal. If a customer has multiple contacts, only the customer contact who is selected as the Primary Contact for Invoice can set up automatic payments.

Learn more in How to Use Automatic Payments with Square.

Customers already using Square Payments must revoke their token and reconnect to Square to start using automatic payments. Learn more in How to Set Up Square Payments.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Apply Payments

A screenshot of the Square payment method selected.

To process Square Payments in Simpro Premium:

  1. Go to Invoices A screenshot of a invoices icon > Unpaid Invoices.
  2. Click Options > Apply Payment on the required invoice.
  3. Select Square as the payment type.
  4. Enter customer’s card details including:
    • Card Number
    • Expiry date
    • CVV
  5. Update other customer details, if required.
    • The customer’s address populates automatically if it is added on the customer card. If a postal address is entered in the customer card, this overrides the street address.
  6. Click Process Payment.

A screenshot of an invoice being paid in the customer portal.

To make Square Payments in the customer portal:

  1. Log in to the Customer Portal.
  2. Go to Invoices A screenshot of a invoices icon > Unpaid Invoices.
  3. Click Options > Pay Online.
  4. Enter card details including:
    • Card Number
    • Expiry Date
    • CVV
  5. Update other details, as required.
    • The customer’s address populates automatically if it is added on the customer card. If a postal address is entered in the customer card, this overrides the street address.
  6. Click Pay.
    • If your business operates in the UK or the EU, you may be asked to validate the card and enter a code provided by Square for SCA compliance.
  7. Click Close.

To make Square Payments online:

  1. In the PDF invoice, click the link in the How to Pay section.
    • Alternatively, if viewing a printed copy of the invoice, you can enter the link in the browser, and then enter the invoice number. Learn more in Add payment link to emails.
  2. Enter card details.
    • Card number
    • Expiry Date
    • CVV
  3. Enter customer details.
    • The customer’s address populates automatically if it is added on the customer card. If a postal address is entered in the customer card, this overrides the street address.
  4. Click Pay.
    • If your business operates in the UK or the EU, you may be asked to validate the card and enter a code provided by Square for SCA compliance.

If the payment is successful, a confirmation appears and a payment is created on the invoice in Simpro Premium.

In the US, customers can make ACH payments online. Learn more in How to Use ACH Payments - US Only.

Learn more about processing payments in Simpro Mobile with Square in How to Apply Payments.