How to: Take Payments With an Integrated Square Terminal

Previous Steps: 

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

How To: How To: Add a Square Payment Device in RepairQ

How to: Set Up Square Integration with RepairQ

 

Once you have assigned your Square terminal to your VCT, you are now ready to accept card payments through your Square Terminal. 

 

1. Create a Sale or Repair ticket, through your normal process.

 

2. In the “Transactions” section of the ticket, click the “Request Payment” button to request payment for the total amount due. If you are taking a deposit or partial payment, click the “Add Transaction” button.

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3. If you select “Add Transaction,” a pop-up window will appear. Select the payment type “Credit Card (Square)” and the amount that you would like to pay toward the transaction. Select “Pay in Full” to pay the full amount, or de-select this option to enter a different amount.

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4. When you are ready to prompt the customer for payment, click “Submit Payment.” A “Payment Request” pop-up window will appear in RepairQ. In an upcoming version of RepairQ, You will also see an option to "Enter Manually" if the card is not present.

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5. Meanwhile, the customer will see prompts on the Square device, walking them through the steps to process a payment. RepairQ will prompt you to request the customer’s signature on the device.

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The payment window will close once the payment authorization is successful. The payment authorization is run as a sale, and the RepairQ ticket will automatically save.

 

Ticket Auto-Save - Any time an integrated payment is processed, the ticket is automatically saved as “New” status. This ensures that if you accidentally close the window or navigate away after processing a payment, RepairQ has established a ticket number. Tickets can be viewed and searched on the Ticket View page. 

 

Manually Entering Card Details for Payments

The process of taking card details manually is similar to the above process. 

When you are ready to prompt the customer for payment, click “Submit Payment.” A “Payment Request” pop-up window will appear in RepairQ. Select "Enter Manually" to follow the process of keying in the card details for the customer.

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RepairQ will prompt you to manually enter the customer card number on the Square Terminal.

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On the terminal, tap the "Present Card or Enter Card Number" text field and begin typing in the card number. After you have keyed in the number, tap "Charge".  Then enter the required fields for the card expiration date, CVV number, and Zipcode for the card. Then tap "Charge" again.

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Once you have submitted the charge, the customer will see prompts on the Square device, walking them through the remaining steps to process their payment. Since this card transaction was entered manually, the Square device will request a receipt selection, even if this setting is turned off in RepairQ.

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Once the customer has selected their receipt preference, you will see a "Payment Successful" notification on your RepairQ page, and the window will close automatically. The payment authorization is run as a sale, and the RepairQ ticket will automatically save.

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