DEAR POS - Square integration


DEAR Point of Sale (POS) and Square integration allows the use of Square Register Application to accept credit card payments via Square Register API within DEAR POS. It is also possible to return funds back to Credit Card using Square Connect API.


Credit card payments via Square Register API are available only in mobile DEAR POS application (Android or iOS).


Refunds are available in the POS web version as well, but cannot be processed using Square. 


Prerequisites


To setup the POS - Square integration:

  1. Navigate to Integration > Square.

  1. In Add New Shop tab, click Connect to Square, you will be redirected to the Square login page.
  2. Enter your Square credentials, then click Sign In, then Allow.
  1. In the Setup tab, under the Specify parameters required for processing sales on Square section, select  Process Payments from the dropdown menu. If you are also looking to import orders from the Square store, select Load Sales & Process Payments.
  2. Click Save Changes.
  1. Navigate to Integration > DEAR POS.
  2. In the Outlets tab, select the outlet where you will use Square.
  3. In the Square integration to process returns box, choose the Square integration you prepared in Steps 1-5. Selected Square integration will be used to accept and refund card payments.
  1. Install Square Register application on your mobile device (search for Square Register in App Store or Google Play).
  2. Once logged in, select Square Location (you will need to create business locations in Square settings) to point Square Register to the same outlet defined in Steps 6-8.
    NOTE: Each Location from Square will need to be mapped to the correct location in DEAR. For each Square POS location, repeat Steps 1-8.
  3. Setup Square card reader - use Square instructions on how to complete setup.
  4. Check Square Register directly, i.e. try to make test payment from Square Register.
  5. Square Register application has a number of settings that allow you to remove certain features when Square is started from within DEAR POS application.
    • Menu/Settings/Signature and Receipt allow skipping receipt screen (as DEAR POS has a built-in receipt system) and skip signature under $25.
    • There is also setting to allow operation in offline mode.
      NOTE: Please ensure your Square account origin, Square Reader Origin and operation Country are the same otherwise you will not be able to use Square Card Reader.
  6.  Start DEAR POS application, login and open menu/Setup/ Payment system setup, select Square Reader and press Save.


Now you are ready to process card payments.


To process a credit card payment:

  1. At the stage of selecting a payment method in DEAR POS, select Sum to Pay or Leave as is.
  2. Press Credit Card button. Square register will be shown automatically. 
  3. After card payment processing, you will be returned to DEAR POS application. Current sale will need to be completely paid before returning to the main register screen.