Square Payments
Updated this week

FieldPulse allows you to integrate with Square Payments, giving 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. (Note: This integration is only compatible with the FieldPulse mobile app.)

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.

Click on Enable
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(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 in the mobile app!

Processing Square Payments

Begin by navigating to the invoice record on the mobile app and selecting Payment. Then, select Take Square Payment.

Then, open the Square mobile app and enter your custom amount and collect payment.

Once the payment has been approved, the payment will appear alongside the related invoice in FieldPulse with Square Payment listed as the method.

Have additional questions?

Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.

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