Last Updated: January 11 2021
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.
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:
To make Square Payments online:
- 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.
- Enter card details.
- Card number
- Expiry Date
- Enter customer details.
- Click Pay.
If the payment is successful, a confirmation appears and a payment is created on the invoice in simPRO.