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How do I set up Square as a merchant?

October 11, 2024 | By: PhotoBiz Knowledge Base

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PhotoBiz integrates with Square as a payment gateway for your Client Galleries, Scheduler, Invoicing, Forms, and Store. Follow this guide to set up your Square account as a payment method in your eCommerce control panel.

Important Note: If you're using Square as your payment processor, all refunds must be processed through your Square account.


STEP ONE

Log into your PhotoBiz account and click on ECommerce in the left-side menu. 

STEP TWO

Hover over Payment and click on Merchants.

STEP THREE

  • Click the New Merchant button.
  • By default, Stripe is selected as the merchant type. Change this by clicking the dropdown and selecting Square.
  • Once you've selected Square, click the Connect to Square button to proceed.

STEP FOUR

  • A new window will open, prompting you to log into your Square account. If you don’t have one, follow the steps to create an account with basic information.

After completing these prompts, your Square account will be connected to your PhotoBiz site, enabling online payments almost immediately.

STEP FIVE

Configure Square Settings

  • Click Configure New Square Account to check your settings.
  • Verify which card types you'll accept with Square as your merchant.

Note: Only websites using PhotoBiz 9 or later can use Square as a merchant for eCommerce stores.

FINAL STEP

Save and Start Accepting Payments

  • Save your changes, and your Square merchant setup is complete! You can now take payments via Square on your website.

Reminder: Square card readers cannot be used for online transactions on your website. For in-person sales with physical card swiping, use the Square app to process those transactions.

Once you've configured Square as your merchant, your checkout screen will appear similar to the one below where your clients can enter their credit/debit card and submit the order to be processed by Square. 

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