FieldPulse allows you to easily integrate with Square Payments with simple login/authorization. This integration gives you the ability to easily open the Square Register mobile apps on iOS and Android from FieldPulse invoices with the total amount automatically inserted. Upon successful payment, FieldPulse will be re-opened and that invoice will have a payment record marked by the Square transaction with the Square transaction ID included.
Integrating with Square Payments
To integrate with Square Payments, you'll first need to enable it. Start by clicking on Company Settings and selecting Features & Plugins. Navigate to Square Payments and select Enable. You will then be prompted to enter in your Square login credentials.
(Note: If you don't authorize FieldPulse to register your Square account, the invoice amount will not be automatically inserted into your Square app upon requesting to collect payment in Square.)
You are now ready to quickly collect Square Payments from FieldPulse invoices!
Collecting Square Payments
Find and open the FieldPulse invoice for which you want to take payment.
Click the Actions button and select Collect Square Payment.
Collect payment in Square and the payment record will be marked Paid in FieldPulse.
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.