How to Use Square Payments

Overview

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

Square payments are supported for simPRO users in Australia, UK, Canada, and the US.

Automatic Payments are available for simPRO customers who use Square payments for transactions, have automatic invoicing set up for recurring invoices and can access the customer portal.

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.

All countries

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 > 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:

  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.
  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.
  6. Click Pay.
  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.
  4. Click Pay.

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

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