Instructions for Square

Inventory Items:

There are two categories with inventory; Corporate and Store

Click to view

 

Custom Entry

Enter a custom sale amount

  1. From the Square app, tap the keypad icon in the navigation bar.

  2. Enter a custom amount.

  3. Tap the orange + icon to add a separate custom item to the sale, or tap Current Sale and select the sale amount to adjust the quantity, taxes, discounts, and add a note.

  4. Swipe your customer’s card when you’re ready to check out. If you’re manually entering this payment, tap the back arrow and the Xicon to get back to the Charge screen.

  5. Tap Charge to manually enter your customer’s card information or select a different payment method.

  6. Allow your customer to sign, tip, and select their receipt delivery preference.

Print Receipts

Use the steps below to print a receipt with the app:

  1. Authorize the transaction by swiping your customer’s card or recording another form of tender on the payment screen.

  2. If you have Order Tickets turned on, you’ll be prompted to enter a customer name or order number, or the ticket number will be automatically assigned.

  3. Tap Print Receipt.

 

If you are using an iOS device, you are able to print a gift receipt after your sale. To print a gift receipt from the app:

  1. Tap the three horizontal lines in the navigation bar > Transactions.

  2. Locate and tap the payment > Print Gift Receipt.

 

Reprint a Customer Receipt

  1. From the Square app, tap the following icon in the navigation bar: or the down arrow at the top of the Square Register:

  2. Tap Transactions.

  3. Locate and tap the payment you’d like to reprint.

  4. Tap Send Receipt > Print Receipt.

Note: At this time, order tickets can’t be reprinted.

 

Receipt Best Practices

  • Make sure not to send your customers’ receipts to yourself. You’ll receive a payment confirmation after every successful transaction, and you can view payment details from your online Square Dashboard.

  • With sign and tip on printed receipts, payments can be settled with a final payment amount, including any added tip, within 36 hours. 

  • Receipts must be printed on a compatible receipt paper size. 

  • You must connect a receipt printer to the Square app to print numbered customer stubs and sign and tip receipts. 

  • Your logo will appear on printed receipts and auth slips. Learn about other customization options for printed receipts.

 

Send Digital Receipts

  1. Authorize the payment by processing your customer’s card or recording another form of tender on the payment screen.

  2. Have your customer enter their phone number or email address on the receipt screen.

  3. Tap Send.

 

If your customer entered an email address to receive a receipt from a Square merchant in the past, they may already be opted in to automatic receipts. These customers won’t be asked to enter their contact information after a sale, and a receipt will automatically be sent to their preferred email address. 

 

If a customer doesn’t receive a text message receipt, one or more of the following may have occurred:

  • The customer doesn’t have a valid text messaging plan.

  • The customer’s phone carrier has blocked the text.

  • The customer has a restricted phone number.

 

In these cases, you can always resend the receipt to a valid email address.

 

Resend Digital Receipts

You can resend a receipt to a different email address or phone number at any time from your online Square Dashboard or from the Square Point of Sale app

 

From the Square App

  1. Tap the following icon in the navigation bar:or the down arrow at the top of the Square Register:

  2. Tap Transactions.

  3. Locate and tap the payment > Issue Receipt.

 

From Your Online Square Dashboard

  1. Visit Transactions.

  2. Use the date selector tool to locate a specific payment.

  3. Click on the payment > Send Receipt.

 

Note: Resending a receipt won’t affect a customer’s automatic receipt settings.

 
 

Processing Refunds

Process Full or Partial Refunds In-App on an Android Device

  1. Tap the following icon in the navigation bar:or the down arrow at the top of the Square Register:

  2. Tap Transactions.

  3. Select the payment you’d like to refund > tap Issue Refund.

  4. Enter the amount you want to refund and a reason for the refund.

  5. Tap Refund.

 

Process Full, Itemized, or Partial Refunds In-App on an iOS Device

  1. Tap the following icon in the navigation bar:or the down arrow at the top of the Square Register:

  2. Tap Transactions.

  3. Select the transaction you’d like to refund > tap Issue Refund.

  4. Tap Refund All Items to refund the entire sale, select the specific items you’d like to refund, or tap Amount to refund a specific dollar amount.

  5. Tap Next.

  6. Select a reason for the refund > tap Refund.

 

When issuing an itemized refund, the amount being refunded will reflect any applicable taxes (e.g. Sales Tax) and discounts for the selected item(s).

 

For Custom Amount transactions, you’ll have the option to refund any dollar amount up to the total amount of the sale.

Note:

  • At this time, you’re not able to issue a partial refund on an item.

  • Since a tip is considered a line item, you can refund it individually. Issuing a refund for a tip will not allow you to adjust the amount since you are unable to issue a partial refund on an item. In order to receive a tip after it’s been refunded, you will need to reprocess your customer’s card.

 

Process Full and Partial Refunds Online

  1. Visit Transactions in your Square Dashboard.

  2. Select the payment you’d like to refund > click Actions > Issue Refund.

  3. Enter the amount you want to refund and the reason for the refund.

  4. Click Refund.