How-to Add a New Credit Card on Square

Use the following table to jump to a specific section of the guide:

1. Adding a New Credit Card on a Reservation for Square
2. Adding and Processing a New Credit Card on the Reservation Payment Terminal for Square
3. Adding and Processing a New Credit Card on an Invoice for Square
4. Adding a New Credit Card on an Account for Square
5. 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:

1. Go to ‘Payment Info’ tab on the Reservation
2. 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
3. Enter in the new Credit Card information
4. 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:

1. 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
2. Click ‘Add New Card’ in the “Pay with” drop down list
3. Enter in the new Credit Card information
4. Select what type of Transaction you are processing (Authorize & Capture or Authorize)
5. 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):

1. 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
2. Click ‘Add New Card’ in the “Pay with” drop down list
   
3. Enter in the new Credit Card information
4. Select what type of Transaction you are processing (Authorize & Capture or Authorize)
5. 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:

1. Go to ‘Accounts’
2. Search for the Account you want to add the new Credit Card
3. Select the Account and click ‘Edit’
4. Go to the ‘Financial Data’ tab
5. 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
   
6. Click ‘Add Card’
7. 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:

1. Go to ‘Accounts’
2. Search for the Account you want to add Account Credits
3. Select the Account and click ‘Edit’
4. Go to the ‘Financial Data’ tab
5. 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
6. Click ‘Add New Card’ in the “Pay with” drop down list
7. Enter in the new Credit Card information
8. Enter an amount.
9. Select what type of Transaction you are processing (Authorize & Capture or Authorize)
10. Click ‘Submit’