Introduction to Square
Guide to the Square integration
This guide is designed to pull together all of the information you need to get up and running with Square to streamline your invoicing and reconciliation processes. The Square integration allows you to: Accept prepayments via online booking Take card paymentSome readersIntroducing Square
As you know, we’ve provided the ability to take online payments for some time now but the holy grail for us was to integrate a card terminal with WriteUpp that would enable your clients to pay in person with their card or phone. That day has arrived! We are delighted to be partnered with Square to give your clients the flexibility to prepay when they book online, pay in clinic or post treatment via paylink. As we become more reliant on cashless payments in the age of Apple Pay, Google Pay andSome readersSquare fees
The fees for taking a payment via Square are applied on a per transaction basis and are: In person card payments - 1.75% Online payments - 1.4% + 25p for transactions with UK cards and 2.5% + 25p for transactions with non-UK cards There's no long term contract, and other than purchasing a Square Terminal which is required for in person payments, there are no other fees to be paid.Few readers
Switching from Stripe
Why should I switch from Stripe to Square?
If you're currently using Stripe but considering switching to Square, this article explains the differences between the two and the benefits of using Square. The single biggest reason to switch to Square is that it gives you the ability to take "in person" payments using the Square Terminal. The terminal allows your clients to pay in clinic with... contactless via thFew readersSwitching from Stripe to Square
If you're already using Stripe with WriteUpp and you'd like to switch over to Square to take integrated in person card payments and pay less per transaction, it's really easy to do! To switch to Square: First of all, if you don't already have a Square account, you'll need to set one up. Then, you'll need to connect WriteUpp to Square. When you connect to Square, we'll automatically disconnect you from StripeFew readers
Connecting your Square Account
Connecting WriteUpp to Square
To use the Square integration, you first of all need to connect WriteUpp to your Square account. To connect a Square account: Open the main menu and select Integrations & Add Ons Click on Configure within the Square section Click on Connect my Square account: (https://storage.crisp.chat/users/helpdesk/website/3bdaa0c7caaa6800/image-2021-07-23-at-42017-pmFew readersDisconnecting your Square account
If you'd like to disconnect your Square account from WriteUpp, you can do so by following the below steps: Open the main menu and choose Integrations & Add Ons -Square -Configure Scroll to the bottom of the page and click Disconnect my Square account Confirm Yes when asked, Are you sure? Square and WriteUpp will no longer be connected. You will no longer be able to take integrated card payments via the Square terminal, or take invoice payments or prepayments for onFew readersTroubleshooting the Square integration
This article is designed to help you with any issues you might encounter with the Square integration. Please don't hesitate to get in touch with the team via live chat at the bottom right of your screen should you need any help with anything! Setup troubleshooting UFew readers
The Square Terminal
Pairing a Square Terminal for in person payments
To take in person card payments using the Square integration, you'll need to pair a Square terminal to your WriteUpp account. Once this is done, when you initiate a card payment, WriteUpp will send the total payable to the terminal for you, removing the need for manual entry. If you're taking payment for a non-invoiced appointment, we'll even create the invoice for you too! The terminal will then notify WriteUpp once a payment has completed, which will mark the invoice as paid.Few readersTaking in person payments using the Square Terminal
Using a paired Square terminal, you'll be able to take integrated card payments from a number of places within WriteUpp. You'll be able to take: a quick payment directly from the appointment screen full payment for an invoice a part payment of an invoice Clients will be able to use contactless cards, chip and pin and both Apple Pay and Google Pay via the Terminal. Payments taken via the Square Terminal will incur a transaction fee of 1.75% per transaction. In person card payments cFew readersQuick card payments using the Square terminal
A quick card payment allows you to take a payment for a single non-invoiced appointment directly from the appointment in your diary. It will use the cost of the appointment type as defined within Settings -Scheduling -Appointment types and the default VAT rate for appointments from Settings -Invoice to calculate the total amount payable. A quick card payment via the Square terminal will incur a charge of 1.75% per transaction. You don't even need to create an invoice for the appoinFew readersInvoice payments using the Square terminal
The Square terminal can be used to take a card payment for an invoice, if your client is paying the grand total of the invoice in full. Site administrators and privileged users are the only users who can access saved invoices, and therefore are the only users who can take payment for an invoice. An invoice payment via the Square terminal will incur a charge of 1.75% per transaction. To take an invoice payment via terminal: Create and save the invoice containing the appointment(s) and exFew readersInvoice part payments using the Square terminal
The Square terminal can be used to take a part payment for an invoice. This might be useful in situations where you have an invoice which is to be partially paid by a third party like an insurance company, with the client responsible for an excess payment. An invoice part payment via the Square terminal will incur a charge of 1.75% per transaction. Site administrators and privileged users are the only users who can access saved invoices, and therefore are the only users who can take a part pFew readers
Square Online Payments
Setting up Square online payments
To take both online invoice payments and online booking prepayments via Square, you'll need to identify a location from your Square account that these payments are allocated to. When you connect WriteUpp to your Square account, any locations you have within Square will be sent across to WriteUpp so you can set this. This is done on the Square configuration screen under the Online payments section, where you'll see an option for Square location for online payments: (https://storagFew readersAdding a Square payment link to invoices
Once you've connected WriteUpp and Square, and confirmed the location to be used for online payments, to ensure clients can access the online payment page, you'll need to add a payment link or button to your invoices. To do this: Open the main menu, top left, and choose Settings -Invoice -Layout Scroll to the Invoice FooterFew readersOnline invoice payments with Square
Covering situations where you might be conducting remote appointments, online invoice payments provide a secure way for your clients to pay in their own time either before or after a session. Online invoice payments will incur a charge of 1.9% per transaction. In order to pay an invoice online, you'll first of all need to make sure you've added the pay link or button to your invoice footer. Clients will tSome readers
Square and Online Booking
Switching on Square prepayments for online booking
Once you've connected WriteUpp and Square, and confirmed the location to be used for online payments, to take prepayments via online booking, you'll need to switch this on within the online booking admin area. To do this: Login to theFew readersOnline booking prepayments with Square
Requesting online booking prepayment from your clients can be a great way to reduce your DNA rate, and to limit the time you spend dealing with payments post treatment. Online booking prepayments will incur a charge of 1.9% per transaction. Pre-paying an appointment via online booking Once you've switched on prepayments within online booking, full payment will be requested from clients asFew readers