So far in 2018, we launched a bunch of cool new features in Canada. To make sure you’re getting the most out of Square, here’s a roundup.
Customize your checkout experience
Make your checkout experience faster with fewer mistakes. You can now enable, disable, and reorder your tender types. Only take cards? Put it on the top and delete the cash option so no one hits it accidentally. You’re just a few clicks and drags away from a quick and error-free checkout. Learn more about tender options.
Recurring Payments with Square Invoices
New and improved! It’s easier than ever to automate your recurring invoices. Start by creating a new invoice and adding your customer’s details.
- Select Recurring from the Frequency menu.
- Customize the frequency of billing: monthly, daily, or annually.
- Check Automatic Payments and the customer’s card on file will be charged.
It’s less work for you, so you save time for the things you love. Create a recurring invoice.
New roles in Employee Management
You can now designate a trusted employee or business partner as your Authorized Representative — the person who can discuss account-specific information with Square’s customer success team.
Your Authorized Representative can get in touch to ask questions about account details, from change of address to deposit and transaction status. You do not need to subscribe to Employee Management to use this feature. Learn how to set it up.
View, filter, and export more customer data from your Customer Directory
You now have increased access to the customer information automatically collected by Square Point of Sale. You can view, filter, and export all customer groups, even Instant Profiles (profiles automatically created when you take a payment), in your Customer Directory. Learn how to export your customer data.
What’s new with Square partnerships
Square’s partners provide everything from accounting software and eCommerce solutions to inventory and employee management. Here’s what’s new with our partners so far in 2018.
Integrate WooCommerce and Square — free
The Square extension for WooCommerce is now free. Create your online store, connect to Square and easily manage your entire business through a single solution. Plus, sync your products from WooCommerce to Square and keep your inventory up to date across all channels. Learn more about the free extension.
Manage tour and activity operations with Starboard Suite
Starboard Suite is a suite of tools that offer reservations, ticketing, and a charter management platform for tour and activity operators. Now you can use Starboard Suite and process payments with Square. Customization, training, support, and updates are all included for customers. Learn more about the Starboard and Square integration.