Square

The images and steps in this topic are based on our new design (which you can currently switch on and off). If you haven't switched the new design on, the images may look different.

Take card payments in person, over the phone, via invoice or online and see all your sales in one place.

Visit Square for more information or to sign up for an account.

Get help and support from Square.

Set up Square

  1. Select your user account initials, then Account Settings.

  2. From Configuration Settings, select Receiving Payments.

  3. From Square select Settings.

    4. Select Sign Up to Square to create an account if you do not already have one.

  4. Select the Bank Account, Currency and Payment Method you want to assign to Square transactions in IRIS Kashflow.

    5. You can add additional payment methods.

  5. Select Default Payment Provider to make Square you default payment processor.

  6. To use this payment processor for the invoice Pay Online button, select Redirect me to PayOnline settings.... Complete the required information, then Add PayOnline button to invoices.

  7. Select Connect to Square.

  8. Enter your Square login details to link your Square and IRIS Kashflow accounts.

  9. A setup wizard will help you properly use the Square integration. After you connect for the first time, you will be presented with a quick tutorial to set your settings, and import your Invoices and Customers. You will also have the chance to skip the tutorial.

That's it, you are set up and ready to take Square payments when viewing an unpaid sales invoice. Additionally, the Square powered Pay Online button will be added to your PDF sales invoices where customer can access the secure payment portal to pay you directly.

Collect payments using Square

From sales invoice

  1. From Sales > Sales Invoice select any unpaid invoice to open it.

  2. From Payments select More actions > Card payment.

    3. screenshot highlighting the more actions and card payment menu option for a sales invoice ing IRIS Kashflow

  3. The Square card payment form displays. Complete the customer card details and select Take Payment.

  4. Once the payment has been verified the invoice timeline will update accordingly.

From Pay Online button

  1. Send the sales invoice PDF to the customer with the usual method.

  2. When the customer views the PDF they will be able to select Pay Online.

    3. screenshot of the Pay Online button on a sales invoice PDF generated by IRIS Kashflow

  3. The Square payment for will display. The customer completes their payment details and selects Pay now.

    4. screenshot of the Stripe one off payment form in IRIS Kashflow

  4. Once the payment has been verified the invoice timeline will update accordingly.