How to Connect Square to Your PhotoBiz Account

How to Connect Square as a Payment Method in PhotoBiz

Overview

Connecting Square allows you to accept eligible credit and debit card payments through your PhotoBiz account. Once Square is connected, configured, and active, you can use it to collect payments through your Online Store, Client Galleries, Scheduler, Invoices, and Forms.

This guide walks you through connecting a new or existing Square account from the PhotoBiz ECommerce Dashboard. You will also learn how to configure your Square merchant settings, understand processing fees, handle refunds, troubleshoot connection issues, and access your PCI compliance documentation.

Where You Can Use Square

After Square is connected and active, it can be used for eligible card payments through:

Online Store orders
Client Galleries
Scheduler bookings
Invoices
Forms

The checkout experience may vary depending on which PhotoBiz tool your customer is using.

Important Information About Square

PhotoBiz provides the connection between your PhotoBiz account and Square, but PhotoBiz does not manage your Square account.

Square manages your payment processing, account verification, bank account information, processing rates, payouts, payout holds, and other Square account requirements.

Contact Square directly for questions about:

Transaction fees and processing rates
Payout timing
Bank account setup
Account verification
Payout holds
Square account restrictions
Required business or tax information
Square policies related to card surcharges or payment-related fees

For assistance with your Square account, visit the Square Support Center.

PhotoBiz Support can help you locate your Square merchant settings, configure the options available inside PhotoBiz, and troubleshoot the connection between PhotoBiz and Square.

Square Processing Fees

Square determines the transaction fees and processing rates associated with your Square account. PhotoBiz does not set, collect, adjust, or have access to the specific processing rates Square applies to your account.

For questions about processing fees, rates, pricing, or charges deducted from a payment, sign in to your Square account or visit the Square Support Center

Charging Customers an Additional Card Processing Fee

PhotoBiz does not provide a setting that automatically adds a credit card processing fee, convenience fee, surcharge, or other percentage-based transaction fee to a customer's order when they pay through Square.

If you are considering adjusting your prices or adding another charge to offset payment-processing costs, you are responsible for making sure your pricing and checkout practices comply with applicable laws, card-network requirements, and Square policies.

Rules for credit card surcharges and similar fees can vary by location and payment method. PhotoBiz cannot provide legal advice or determine whether a particular fee is permitted for your business. Review the requirements that apply to your business and customers, and contact Square with questions about Square's policies.

STEP ONE

The ECommerce Dashboard opens, where you can manage orders, products, payments, merchants, and other ECommerce settings.

STEP TWO

Hover over PAYMENT at the top of the ECommerce Dashboard and select MERCHANTS from the dropdown menu.

The Merchants section displays the payment processors connected to your PhotoBiz account.

STEP THREE

Click NEW MERCHANT.

Stripe is selected by default. Click the merchant dropdown and select SQUARE.

Click CONNECT TO SQUARE to begin the secure connection process.

A Square window will open so you can sign in to an existing Square account. If you do not already have a Square account, follow Square's prompts to create one.

STEP FOUR

Square may ask you to review or confirm information associated with your account before completing the connection.

When authorization is complete, the pop-up window will display CONNECTION SUCCESSFUL and confirm that your Square account is ready to process payments from your PhotoBiz account.

Click OK to close the pop-up and return to PhotoBiz.

STEP FIVE

Back in PhotoBiz, click CONFIGURE NEW SQUARE ACCOUNT.

This opens the settings for your Square merchant connection.

Set ACTIVE to YES. This step is required before Square can appear as an available payment method during eligible PhotoBiz checkouts. A successful Square connection by itself does not activate the merchant.

Review the remaining merchant settings before continuing.

LOCATION ID displays the Square location associated with your PhotoBiz connection.

RECONNECT allows you to reauthorize the connection between PhotoBiz and Square if the connection needs to be refreshed.

PAYMENT NAME controls the name clients see for this payment option during checkout. The default is Credit Card - Square.

Under ACCEPTED CREDIT CARDS, select the card types you want to accept. The available options include Visa, Mastercard, Discover Card, American Express, and Diners Club.

Use SPECIAL INSTRUCTIONS to add an optional message clients will see when they select this payment method.

Use THANK YOU MESSAGE to enter the message clients will see after a successful Square payment.

Note: Square can be used as a payment option for Online Store purchases on websites using PhotoBiz 9 or newer.

FINAL STEP

Click SAVE CHANGES.

Once ACTIVE is set to YES and your changes are saved, Square can be used to accept eligible credit and debit card payments through supported PhotoBiz tools.

Before accepting client payments, open an eligible checkout on your website and confirm that your Square card payment option appears as expected.

What Your Clients Will See

The payment screen your client sees depends on where they are submitting payment.

Online Store, Client Galleries, and Scheduler

Clients completing an Online Store purchase, Client Galleries order, or Scheduler booking use the PhotoBiz checkout experience. When Square is available for the transaction, they can enter their eligible credit or debit card information and submit payment.

Invoice Payments

Clients paying a PhotoBiz invoice can enter their eligible credit or debit card information through the invoice payment screen when Square is available for the invoice.

Form Payments

Clients submitting payment through a PhotoBiz form can enter their eligible credit or debit card information through the form payment experience when online payment is enabled.

Refunds

Refunds for payments processed through Square must be issued directly through your Square account. You cannot issue a Square refund from the PhotoBiz dashboard.

Square determines refund eligibility, processing, timing, and any fees associated with the refund. Contact Square directly if you have questions about a refund or its status.

PCI Compliance Information

Your Square merchant settings include access to PhotoBiz PCI compliance documentation.

At the top of the Square merchant settings, PhotoBiz displays PHOTOBIZ IS PCI COMPLIANT along with a link to download a compliance report.

If a merchant provider, payment gateway, bank, organization, or institution requires proof of PhotoBiz PCI compliance, click the compliance report link to download the document.

Questions about your individual Square account or your own PCI compliance requirements should be directed to Square.

Troubleshooting

Square Is Connected but Does Not Appear at Checkout

A successful Square connection does not automatically activate the merchant in PhotoBiz.

Go to PAYMENT → MERCHANTS, open your Square merchant settings, and confirm that ACTIVE is set to YES.

Click SAVE CHANGES after updating the setting.

Also confirm that online payment is enabled for the PhotoBiz tool or transaction you are testing.

Square Was Previously Connected but Payments Are No Longer Working

If Square was previously working but the connection needs to be refreshed, follow our guide on how to reconnect Square as a merchant in PhotoBiz.

You can also open your Square merchant settings and use RECONNECT to begin the reauthorization process.

After reconnecting, confirm that ACTIVE is set to YES and click SAVE CHANGES.

Square Authorization Does Not Complete

Make sure you complete the entire Square authorization process. Signing in to Square without completing the authorization prompts will not finish the connection.

Return to PAYMENT → MERCHANTS and attempt the Square connection again.

You should also review your Square account for verification requirements, account alerts, or other issues that could prevent the connection or payment processing.

Square Is Active but Payments Are Not Processing

If you see a Square error code, authorization error, or card-decline message during checkout, see our Troubleshooting Square Payment Errors in PhotoBiz guide.

You can also sign in to Square and check for account restrictions, verification requests, required business information, or other account alerts.

A transaction may be declined by the client's card issuer. Review the payment information available in Square for additional details and contact Square if you need assistance determining why a payment was rejected.

Funds Are Not Reaching Your Bank Account

Confirm that your bank account and payout information are configured correctly inside Square.

Square controls payout schedules, processing periods, payout eligibility, and account holds. If a payment appears in Square but has not reached your bank account, visit the Square Support Center for assistance.

The Square Connection Window Does Not Open

Your browser may be blocking the Square authorization window.

Allow pop-ups for PhotoBiz and click CONNECT TO SQUARE again.

You can also try using a current version of another supported browser.

Helpful Notes

Square manages your Square account, processing rates, verification requirements, payouts, refunds, and transaction-level account issues.

PhotoBiz Support can help you locate your merchant settings, configure the options available in PhotoBiz, and confirm how Square connects to your PhotoBiz account.

PhotoBiz does not automatically calculate or add Square transaction fees to client orders.

Need Help?

Support Hours: Monday to Friday, 9am to 6pm EST
Phone: 866.463.7620
Support Channels: Phone, Live Chat, Support Ticket

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