How To: Set Up Square Integration with RepairQ

As of version 1.18, RepairQ offers integrated payment processing through Square. Bluefin and Heartland integrations are currently available for US customers, and Square is available to US and CA.

The following guide illustrates how to set up RepairQ to enable integrated payment processing. If you have already set up the integration, the next steps are:

How to: Add a Square Payment Device in RepairQ

How to: Assign a Square Terminal to a Virtual Cash Terminal (VCT)

How to: Take Payments With an Integrated Square Terminal

 

Setting Up Square Integration with RepairQ

1. Log into the RepairQ location that you will use the Square Terminal. On the top Navigation bar, navigate to Settings -> Location Settings -> Integrations, and select “Square” from the list of available integrations.

 

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2. If you have already established your Square account and location, click “Authorize this application.” If you do not yet have an account, click “Sign up for Square,” and continue this process after you have set up your account and location(s). You can also sign up for Square here.

 

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3. After you click “Authorize this application,” you will be directed to the Square login page, where you can enter your credentials. Once you are successfully logged in and permissions have been granted, you are directed back to RepairQ, where you will complete the integration process.

 

4. Select the corresponding location from the “Select Square Location” dropdown. It is recommended to have separate locations created in Square, as these will be enabled separately for each location in RepairQ. Then click “Back to integration page.”


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5. Once back at the integration page, Step 1 will be checked off, and the following settings are available:

  • General Settings
  • Tip Settings 
  • Tip Refund Logic

 

General Settings - This will allow you to enable or disable Square integration.

Location Settings - This will allow you to select the corresponding location created in your Square dashboard.

Tip settings - This will allow you to enable/disable tip options as well as customize the tip options on the Square device.

 

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  • Allow Tipping - This will allow/restrict the ability to tip on transactions.
  • Custom Tip Field - This will indicate whether custom tip amounts are allowed during the transaction flow.
  • Separate Tip Screen - This will indicate whether tip options are presented on the screen before the signature screen during the transaction flow.
  • Smart Tipping - This toggles on/off Smart Tipping. Smart tipping works as follows:
    • Transaction is less than (<) $10 - options are ‘No Tip’, $1, $2, or $3.
    • Transaction is greater than (>) $10 - options are ‘No Tip’, 15%, 20%, or 25%.

Tip Refund Logic - This is where you determine how the tip will be split when performing a refund.

 

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  • Refund Tip Amount First - Refund tip amount first, then refund the sale amount.
  • Refund Tip Amount Last - Refund the sale amount first, then the tip.
  • Refund Tip Amount Pro Rata - Refund the tip in proportion to the sale amount refunded to the customer.
    • e.g. A customer makes a $10 purchase and gives a 10% tip of $1.00. A partial refund of $6.00 is performed on the purchase. Square will refund a part of the tip that is proportional to the remainder of the purchase. 60% of the original amount was refunded ($6.00), so 60% of the tip will also be refunded ($0.60).

6. Once you have made your selections, click “Save” on the upper right of the page.

 

(Optional) Confirming Your Square Payment Gateway is Active

1. In RepairQ, navigate to Location Settings -> Payments -> Payment Methods.

2. In the Payment Methods list, look for a payment named "Credit Card (Square)" with "Square" in the gateway column. Make sure this payment method is marked active.

 

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