How to Set Up Square Payments

Overview

With Square Payments, you can process card payments from customers in simPRO.

Square Payments is supported for simPRO users in Australia, UK, Canada, and the US.

New to Square? Sign up for a free account.

All countries

If you have been using simPRO Payments, powered by IntegraPay, it is automatically disconnected from simPRO when you activate Square Payments.

You will need to contact Integrapay to cancel your IntegraPay account.

The message “Enabling Square Payments will disable simPRO Payments. Are you sure you wish to continue?” appears when you activate Square Payments. Click Confirm to disable simPRO Payments. Once you confirm to disable, simPRO Payments powered by IntegraPay cannot be re-enabled.

To create a payment method for Square Payments:

  1. Go to System > Setup > Accounts > Payment Methods.
  2. Click Create Payment Method.
  3. Enter a Name.
  4. Select Other as the Type.
  5. Enter the relevant Posting Account No. from your accounting package.
  6. Enter a Finance Charge.
    • Note that Square applies their processing fee to the entire payment amount applied, including the finance charge set in simPRO. Therefore, if your finance charge in simPRO is set to the same percentage as the Square processing fee, the Square processing fee applied to the transaction will be larger than your calculated finance charge in simPRO.
  7. Click Create.
  8. To make the payment method available for simPRO Mobile go to Mobile > Invoicing.
  9. Toggle on the payment method.

A screenshot of the Square Payments tab.

To activate Square Payments:

  1. Go to System > Setup > Square Payments.
  2. Click Authorize simPRO to connect to Square.
  3. You can sign up for a Square account for free with simPRO.
    • If you have multi-company and Defaults are not shared, or multiple simPRO companies, a Square account is required for each simPRO company as the Square account can only be connected to one company at a time.
  4. Enter Square account details.
  5. Select the Location that you are raising payments for.
  6. Select the Payment Method set up for Square.
  7. Click Save.

A screenshot of the Credit Card payment option in the Forms Setup.

To add a payment link to invoice forms:

  1. Go to System > Setup > Forms Setup.
  2. Click Invoice > PDF Templates.
  3. Click the How to Pay sub-tab.
  4. Under Payment Options, check the columns to ensure that Credit Card has been assigned. To assign it, select it from the Options Assigned drop-down, then click Add Fields.
  5. Click Save.

A screenshot of the email template with a Square Payments link.

To add a payment link to emails:

  1. Go to System > Setup > Forms Setup.
  2. In the left column, click Invoice or Statement as required.
  3. Click the Email Set Up sub-tab.
  4. Place the cursor in the Body text box, in the place you want the link to appear.
  5. Under Insert Field, select Online Payment Link.
  6. Format the rest of the Body as required.
  7. Click Save.

Need additional help?

Try Walk Me Through, our step-by-step guidance tool, to set up Square Payments.

In simPRO, go to Help > Walk Me Through and search Square (ID: 519883).