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 web POS version as well, but cannot be processed using Square. 


Prerequisites

  • See DEAR POS - Getting Started and Information




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 Square login page
  2. Enter your Square credentials, Sign In and then click Allow
  1. In the Setup tab, in the Specify parameters required for processing sales on Square section, select  Process Payments (if you are also looking to import orders from the Square store select Load Sales & Process Payments) from the dropdown menu. 
  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 Square integration to process returns drop dow, choose the Square integration you prepared in Step 1-5. Selected Square integration will be used to accept and refund card payments.
  1. Install Square Register application from store on mobile device. (search by Square Register in Apple or Google store)
  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 as in Step 6-8 NOTE: Each Location from Square will need to be mapped to the correct location in DEAR, Steps 1-8 will need to be repeated for each Square Location).
  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.