Square Credit Card Reader Integration

Square is one of the supported payment methods that PracticeQ offers. This integration allows you to use the Square credit card reader to take payments for PracticeQ invoices.

The Square Reader is a device that attaches to your phone's or tablet's headphone port and allows you to scan debit/credit cards in your office. It's an alternative to having a separate Point of Sale terminal that processes card transactions.

Important Note: This integration works only on iOS and Android with the card reader (not the terminal or any other devices). In order to process PracticeQ payments using the Square Reader, you will need to open PracticeQ on the same mobile device where your Square App is installed.

First, connect your Square account to PracticeQ. Click Bookings → Booking Settings.
Select the Payments tab.
Click the Square logo.
Follow the prompts to connect your Square account with PracticeQ.
On this same Payments tab you will see an option to Display Square Reader Point of Sale icon for mobile and/or desktop. Checking this will add this option to the main navigation bar at the top of the screen.
Ensure that you have the Square app installed on the device you will use to process payments through the Square Reader. You can download this app on your device using the following links: Apple App Store | Google Play
Click the Point of Sale option in the main navigation bar, which will open a search bar to search your clients (mobile view shown below). Find the client you need to process a payment for and click on their name.
You will see a list of unpaid invoices for the client, as well as any appointments that do not have invoices created for them yet. If needed, you can create a new invoice by clicking the Create New Invoice button at the bottom of the list.
Once an invoice is selected or created, you will have the option to process the payment via the Square Reader, or "Other Methods" as needed. If you are swiping a client's debit/credit card, click the Swipe button and Square will take over to process the card swipe and payment.
Once the Square process is complete, the invoice will be marked as paid, just as though you processed the payment via any other means.

The video below shows the process: