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Square is a popular service that allows you to buy, sell and send money using any Apple or Android mobile device. With three free mobile apps — Square Register, Square Wallet and Square Cash — Square is designed to help small businesses accept credit card payments and to help consumers transition to a cashless, cardless lifestyle.
WHY SQUARE?
BASIC HARDWARE/SOFTWARE INFO While Square can be used quickly with the free magstrip reader and approximately a 3% charge per transaction, customizable features and coordinating hardware are available for an additional charge. Costs of Software Products-
CREATING SQUARE ACCOUNT https://www.youtube.com/watch?v=eePqGlDUzZk https://squareup.com/help/us/en/article/4955-sign-up-for-square-point-of-s Information needed to begin: Name Date of birth Phone number Home address Social security number *Bank account information is optional, and can be added later. Add the Square app to your device (phone or tablet): Download the Square Register App through Apple Store & Google Market, or go to Squareup.com. Start your Square Account: Go to: Squareup.com Click: “Sign up with Square” Enter Email and Password information, and information from above. Double check shipping address. Free Square swipe reader will arrive in 5-10 business days, or go to Square.com/retail to find out where to pick up a reader right away. Optional Accessories Cost of Hardware-
DASHBOARD https://www.youtube.com/watch?v=u0D6GT48KUI&list=PL11A5BA20AF5E18EA&index=55 Square Dashboard is accessible through the website. Here you can access and adjust business settings such as: bank account, online profile, tax information. Go to: “Square.com/login” Sign in with your username and password Select “Account & Settings” from the navigation menu CREATING ITEMS https://www.youtube.com/watch?v=il2CPaPrUK4&index=52&list=PL11A5BA20AF5E18EA Open SQUARE app. Tap the list icon in the bottom navigation bar. Tap: Edit, ”+”sign, “create item.” Choose either a color, or photo for your item. To add a photo select “Take Photo.” Give your item a name, and assign a category to help organize items, if desired. Set a price by tapping on the $0.00 displayed on the screen. Modifiers can be selected for customers to customize their item. Once details are complete, tap “Save”. *To edit or delete a previously created item, search for the item, then hold your finger on the item to enter edit mode, then tap the item again to display the edit screen for that item. CREATING DISCOUNT Open SQUARE app. Tap the list icon in the bottom navigation bar. Tap: Edit, ”+”sign, “create discount” Enter discount information. Once details are complete, tap “Save”. ADDING TAXES https://www.youtube.com/watch?v=_F0w1JEpCpE Taxes can be added to individual items or entire sales On the Square dashboard, click “Taxes”, click “Create a Tax”. Enter the tax information Choose “Add tax to item price” to add additional line item on top of product price, or “Include tax in item price” which shows one amount including the combined sales tax and item price. Click the toggle switch “enable tax” to on Click “Save” To select item for applying a specific tax to, go to “Item Library” Click the item, Click the “Sales Tax” box, then select the tax to apply Or select “Apply to items” for the tax to be applied for every transaction. CONTACTLESS AND CHIP READER https://www.youtube.com/watch?v=729_7hcIve0 Open box with reader, mag strip reader and charging cable…instructions inside box. Battery: Attach included cable to reader and any USB port (computer, wall adapter, car adapter). *2-3 hours are needed to fully charge battery. A fully charged battery is designed to last all day. Press button on side of the reader to illuminate battery life light display. Lights: 4 green: full charge 3 orange: partial charge 1 red: charging is necessary Connecting via Bluetooth: Ensure Bluetooth is active on your device (phone or tablet) go to “settings”, “Bluetooth”, swipe the toggle button to green. Open the SQUARE app Menu->Settings->CardReader-> Connect a Reader-> Contactless + Chip Reader Press and hold the button on the side of the reader until you see four flashing orange lights Select the reader that matches the last 4 serial numbers of your reader. This number is located on the back of your device. When the reader is connected, the flashing orange lights will turn green and the device will display “Reader Ready” at the top of the screen. PAYMENTS, REFUNDS, RECEIPTS Square accepts payments via:
Chip Card Payment: Open the SQUARE app. Select item from your library, or enter a dollar amount in register, then tap “charge”. To delete an item from the current sale, swipe left on the item name. Insert card into reader, chip side up. Leave card inserted for the remainder of the transaction. Customer can select a tip percentage, if desired, and sign on the device screen. Select continue. Once the circled check mark symbol is displayed, the payment is complete. Contactless Payment: Open the SQUARE app. Select an item from the library, or enter a dollar amount in register, then tap charge. When the reader is ready, one green light will appear on the reader. Instruct the customer to hold their smartphone or smartwatch to the reader. When 4 green lights appear and chime sounds, the connection is successful. Once the circled check mark symbol is displayed, the payment is complete. Payment Fees-
Receipts or Refunds: Tap menu icon, then select “Activity” Scroll to the transaction you want. To locate older transactions, you can swipe the credit card, enter the receipt number, or the last 4 digits of the card. When the transaction is located, choose “send receipt” or “issue refund” from the screen. Refunds are customizable as full or partial. Enter reason for refund and amount. At beginning of sales day, tap menu icon, and “Reports”. Current Drawerà “Start Drawer” Enter starting cash amount and tap “Start Drawer” Tap Menu icon again and select “Register” At the end of the sales day, tap menu icon, and “Reports”. Current Drawer-->”End Drawer” Enter the Actual amount in drawer, then tap “End Drawer”, “Confirm End Drawer” Option: Select “Drawer History” to view all past drawers. Each drawer shows start time, end time, and expected amount in the drawer. Drawer reports can be emailed by tapping the envelope icon in the upper right corner and inputting an email address. ADDITIONAL PRODUCTS Square Stand: Connect reader to Stand USB hub with the included cable. Once connected, “Reader Ready” will be displayed at the top of the device screen. Reader Doc (sold separately) charges reader and provides easy access for sales. Attach to Square Stand USB hub with included cable “Reader Ready” will be displayed at the top of the device screen. SQUARE PAYROLL https://www.youtube.com/watch?v=pZctgnAUKhw The square app can function as a timecard for employees to clock in and out. -can set up payments easily for both salaried and hourly employees -$5 dollars a month CUSTOMER ENGAGEMENT https://www.youtube.com/watch?v=QnF3lx9-i3s VIDEOS Starting and Ending your day with SQUARE https://www.youtube.com/watch?v=fJ9OWcMrsMM&index=53&list=PL11A5BA20AF5E18EA Overview of what SQUARE can do: https://www.youtube.com/watch?v=NfCFAsJsNp8 Referenced websites without links above: https://www.merchantmaverick.com/is-square-right-for-your-business/ https://money.howstuffworks.com/personal-finance/online-banking/square.htm Comments are closed.
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