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Payment integration

Accept invoice payments with Square

Let customers pay your invoices through Square checkout, or keep a card on file for a Square subscription. Square's payment notifications set themselves up when you save your details, and refunds go back through Square from the invoice.

  • One-time and subscriptions
  • Automatic setup
  • Refunds from the invoice
Invoice Crowd Payment Methods with Square selected and a Square account set to Live, a paid invoice recorded after Square confirmed it, and the Refund window sending money back via Square.

From setup to paid

From invoice to paid with Square

Connect your Square account once and every invoice can offer it. Each payment is confirmed with Square before it reaches your books.

Connect your account

Each business profile uses its own Square account, in Live or Sandbox mode.

Invoice Crowd Square account form with Live and Sandbox modes and a fictional nickname, the business's Square accounts, and the Access Token kept write-only when editing.

Connect Square in a few fields

Enter your application ID, access token and location ID, then choose Live or Sandbox. Square's payment notifications are set up for you, and the access token is saved securely and never shown again.

  • Per business profile
  • Live and Sandbox modes
  • Secret keys stay hidden

Use the Square account you already have

Customers pay into your own Square account, on your existing Square pricing. Availability depends on your Square account and region.

  • Your own merchant account
  • Your existing pricing
  • Paid into your account

A smooth checkout for customers

Customers see only the payment options that suit their invoice.

Invoice Crowd invoice INV-2049 for Summit Fitness Co. in USD, the customer's Select a Payment Method sheet with Pay Using Square, and what Square asks for next.

Pay Using Square

Your customer opens the invoice, chooses Pay Using Square and pays on Square's secure checkout. The completed payment is confirmed with Square and applied to that invoice.

  • Amount taken from the invoice
  • Applied to the right invoice
  • Secure Square checkout

Card-on-file subscriptions

Customers can start a card-on-file Square subscription from a subscription invoice, and each period is recorded once Square confirms the payment.

  • Card kept on file by Square
  • Renewals confirmed by Square
  • Every period recorded

Confirmed before it's recorded

An invoice is marked paid once Square confirms the payment.

Invoice Crowd Payments Needing Review holding a Square payment for INV-2049 that arrived after the invoice was paid, with the checks Square payments must pass before they are recorded.

Every payment matched to its invoice

Invoice Crowd confirms the completed payment with Square and checks the merchant, location, invoice, amount and currency before marking the invoice paid.

  • Right account and mode
  • Same invoice, amount and currency
  • Confirmed as paid by Square

Notifications set up for you

Invoice Crowd sets up Square's payment notifications when you save your Square details or switch between Live and Sandbox. If anything needs your attention, the account's edit panel tells you why.

  • Set up when you save
  • Follows Live and Sandbox
  • Clear guidance if needed

At a glance

Everything Square brings to your invoices

Get paid online, keep every payment matched to its invoice, and keep your books in step without extra work.

  • Square checkout

    Customers pay on Square's secure checkout, straight from the invoice.

  • Confirmed payments

    The completed Square payment is checked again before Invoice Crowd records it.

  • Card-on-file subscriptions

    Customers start a Square subscription from a subscription invoice, and each period is recorded once Square confirms it.

  • Quick setup

    Add your application ID, access token and location ID, choose Live or Sandbox, and you're ready to take payments.

  • Confirmed by Square

    An invoice is marked paid once the Square payment matches your location, the invoice, the amount and the currency.

  • Your Square account

    Payments go to your own Square account, on your existing Square pricing.

  • Automatic setup

    Square's payment notifications are set up for you when you save your details or switch between Live and Sandbox.

  • A receipt with every payment

    Each payment gets its own receipt PDF, attached to the customer's payment confirmation email.

  • Nothing slips through

    If an invoice changes after checkout starts, the payment waits in Payments Needing Review for you to apply, keep as credit or refund.

  • Refunds from the invoice

    Choose Refund on the invoice and the money goes back through Square, booked once Square confirms it.

  • Pass on processing fees

    Add a gateway fee for Square if you choose, shown to the customer as Gateway Fees on the invoice.

  • Offer more ways to pay

    Switch on other gateways alongside Square and customers choose the one they prefer.

Questions

Square and Invoice Crowd, answered

Can my customers pay invoices with Square?

Yes. Customers pay your invoices through Square checkout, or keep a card on file for a Square subscription. Each payment is confirmed with Square before Invoice Crowd records it.

What do I need to connect Square?

Your Square application ID, access token and location ID, plus a choice of Live or Sandbox mode. Square's payment notifications are then set up for you. Square is included on paid plans; the free plan includes PayPal.

How does Square checkout work?

Your customer opens the invoice, chooses Pay Using Square and pays on Square's secure checkout. Invoice Crowd confirms the completed payment with Square and records it against the invoice.

Can I bill subscriptions through Square?

Yes. Customers can start a card-on-file Square subscription from a subscription invoice, and each period is recorded once Square confirms the payment.

How does Invoice Crowd confirm a Square payment?

Invoice Crowd confirms the completed payment with Square and checks your merchant, location, invoice, amount and currency before marking the invoice paid. If a confirmed payment can't be applied, for example because the balance changed, it waits in Payments Needing Review for you to decide.

Who sets the Square transaction fees?

Square sets its transaction fees, exchange costs and payout timing under your Square agreement, separate from your Invoice Crowd plan. You can pass a processing fee on to customers with the gateway fee setting.

Can I refund a Square payment from Invoice Crowd?

Yes. Choose Refund on the invoice, from the invoice list, the editor or Manage Payments, then pick Refund it to the customer via Square. The refund is booked once Square confirms it. Refunds from the invoice cover one-time payments made on the invoice page.

Start getting paid with Square

Connect Square in Sandbox mode, pay a sample invoice, then switch to Live when you're ready.

  • Confirmed by Square before it's recorded
  • Every payment matched to its invoice
  • 30-day free trial