Use the following table to jump to a specific section of the guide:
- Adding a New Credit Card on a Reservation for Square
- Adding and Processing a New Credit Card on the Reservation Payment Terminal for Square
- Adding and Processing a New Credit Card on an Invoice for Square
- Adding a New Credit Card on an Account for Square
- Adding and Processing a New Credit Card for Account Credits for Square
If you would like more info on how you can request payment from your customer please see our article How-to Use the Request Payment Feature for Square
Adding a New Credit Card on a Reservation for Square
You may need to add a new Credit Card to a Reservation. In order to add a new Credit Card on a Reservation:
- Go to ‘Payment Info’ tab on the Reservation
- Make sure ‘Pay with new card’ is selected
Note: If you have multiple gateways, you will need to make sure Square is selected as the Payment Gateway - Enter in the new Credit Card information
- Click ‘Add Card’
Adding and Processing a New Credit Card on a Reservation for Square
If the Account on the Reservation does not have a Credit Card on file or you need to add a new one to process the payment for the Reservation:
- Open up the Reservation Payment Terminal for the Reservations
Note: If you have multiple gateways, you will need to make sure Square is selected as the Payment Gateway - Click ‘Add New Card’ in the “Pay with” drop down list
- Enter in the new Credit Card information
- Select what type of Transaction you are processing (Authorize & Capture or Authorize)
- Click ‘Submit’
Adding and Processing a New Credit Card on an Invoice for Square
If the Account on the Invoice does not have a Credit Card on file or you need to add a new one to process the payment for the Invoice(s):
- Open up the Invoice Payment Terminal
Note: If you have multiple gateways, you will need to make sure Square is selected as the Payment Gateway - Click ‘Add New Card’ in the “Pay with” drop down list
- Enter in the new Credit Card information
- Select what type of Transaction you are processing (Authorize & Capture or Authorize)
- Click ‘Submit’
Adding a New Credit Card on an Account for Square
You may need to add a Credit Card to an Account directly. In order to add a new Credit Card on an Account:
- Go to ‘Accounts’
- Search for the Account you want to add the new Credit Card
- Select the Account and click ‘Edit’
- Go to the ‘Financial Data’ tab
- In the ‘Add New Credit Card’ section, enter in the new Credit Card information
Note: If you have multiple gateways, you will need to make sure Square is selected as the Payment Gateway
- Click ‘Add Card’
- Once added, the Credit Card will be listed under the ‘Credit Cards on File’ section with the designation (Square)
Adding and Processing a New Credit Card for Account Credits for Square
If the Account does not have a Credit Card on file or you need to add a new one to process the Account Credits for the Account:
- Go to ‘Accounts’
- Search for the Account you want to add Account Credits
- Select the Account and click ‘Edit’
- Go to the ‘Financial Data’ tab
- Open up the Account Payment Terminal by clicking ‘Available Account Credits’
Note: If you have multiple gateways, you will need to make sure Square is selected as the Payment Gateway - Click ‘Add New Card’ in the “Pay with” drop down list
- Enter in the new Credit Card information
- Enter an amount.
- Select what type of Transaction you are processing (Authorize & Capture or Authorize)
- Click ‘Submit’