Square Integration for Payment Processing

Square provides hardware and software solutions for sellers including their most popular payment tools – the Square Reader and Point of Sale application. The Square Reader for contactless and chip connects wirelessly with your smartphone or tablet, transforming it into a powerful mobile device that takes card and mobile payments anytime. 

Connect Square Account

  1. You will need to create a Square account as your first step
  2. Disable Taxes [for Android users only] in your Square account (settings menu in Square).  Why?
  3. Login into your SOAP Vault account as an admin
  4. Click on the Gear icon (top right header)
  5. Under the Billing heading click on Payment Processing
  6. Click on the Square icon
  7. Click Connect Square
  8. You will be prompted to login to your Square account
  9. Agree to Square permissions and you will now be connected

Disconnect Square Account

  1. Login into your SOAP Vault account as an admin
  2. Click on the Gear icon (top right header)
  3. Under the Billing heading click on Payment Processing
  4. Click on the Square icon
  5. Click Disconnect Square

 

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17 Comments

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    Robyn Jarvis

    Hi there--so I've been using SquareUp for several years now independent of SOAPVault.  I have a locked in promotional rate with them--is that able to follow if I choose to integrate?  I'd also like to know more about why to click the "disable taxes?"  I'm having trouble deciding if it's worth it to change my currently working system in order to integrate.  I also have product sales to contend with.....Thanks!

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    Ryan

    Robyn, your rates don't change as a result of connecting to SOAP Vault.  You're just connecting your existing Square account to your SOAP Vault account.

    With regard to taxes, ideally, you would specify the tax amount on the SOAP Vault invoice (eg: $100 + 10% tax = $110).  In this case, we would request a payment of $110 to Square.  On Android only, Square would then add any taxes set up in your account to this amount, causing an overcharge.  This issue does not exist on iOS.  We hope that eventually, Square will allow its Android integration to allow overriding of default taxes.  

     

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    Youssef Abbas

    Hello there, I am using the square terminal and it is still processing as normal on its own. I do have the square account linked to SoapVault but it is not processing any invoices. I am still doing it manually! Am I missing something or the terminal won't work? 

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    Ryan

    Youssef, the Square Terminal isn't part of the initial release.  Just the iOS/Android hardware.  We're working on integrating the Square Terminal in an upcoming update.

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    Youssef Abbas

    Thank you Ryan. Just curious if there is a projected date for that phase of integration? 

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    Ryan

    Not yet, we'll release those details as we get closer.  Targeting this year though.

    Edited by Ryan
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    Paul Brown

    Do I have to continue to use Bambora after I have connected my square account?  I'd rather have a single payment processor if possible.

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    Ryan

    You can use Bambora and Square individually or in combination.  Currently, only Bambora transactions (credit card holding, deposits, and pre-payment) can be processed during the patient's online booking experience. So if you use that, you'll want to keep Bambora.  

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    Lance Brown

    Is there a comparison of integration features between bambora and square?  I am trying to discern which service integration will work best for my business.  I currently use stripe with my current booking software, but I am trying consolidate all the services I am using (ideally into one service - soap vault).

    Specifically, I am looking for billing outstanding invoices via email where the client pays (e.g. from their own computer at home), but what are all the other features of integration?

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    Ryan

    Lance, there is not on the website (yet), but here is one:

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    Lance Brown

    Thanks for the comparison Ryan.  A point of clarity:  with the save credit card to patient's file feature, is it possible to get the swipe rate with payment from this stored credit card information?

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    Ryan

    Lance, no the swipe rate is only at the time of swipe.  This is something controlled by Square, not something we can control.  

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    Lance Brown

    ok, last question.  Is there a mechanism to invoice someone with a link to pay online at their own convenience (e.g. from home without interaction from business).

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    Ryan

    Not yet, but this is coming in a few months.

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    Lance Brown

    With Bambora or Square or both?

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    Ryan

    Bambora definitely, Square possibly depending on timelines of further Square development.

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    Robyn Jarvis

    I've used Square Invoicing--albeit separate from SoapVault.  It is top notch and the easiest invoicing system I've ever used, highly recommend.

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