How to Accept Payments on Mobile or a Tablet
With Square Reader
Get Set Up
Before you get started, make sure you’ve downloaded the Square Point of Sale app on your tablet. Plug in your Square Reader. Open the Square Point of Sale app and sign in.
Having trouble? Learn how.
Build Your Sale
From your Checkout screen, tap Keypad to add a custom amount to the sale or tap Library to add items. You can also tap ‘Add a customer’ to add an existing customer profile to the sale, or to add a new customer. When you add a customer to your sale, you can also see details of their last visit, their preferences, frequently purchased items and more.
Learn more about building your item library.
Complete the Sale
Confirm the total amount and then swipe the card or tap Charge to see all payment options. Note: If your tablet is being used in portrait mode (vertically), tap Review Sale > Charge. On the confirmation page, your customer can sign, add a tip and choose to receive an email or text message receipt.
Without Square Reader
Get Set Up
Before you get started, make sure you’ve downloaded the Square Point of Sale app on your tablet.
Open the Square Point of Sale app and sign in.
Having trouble? Learn how.
Build Your Sale
From your Checkout screen, tap Keypad to add a custom amount to the sale or tap Library to add items. You can also tap ‘Add a customer’ to add an existing customer profile to the sale, or to add a new customer. When you add a customer to your sale, you can also see details of their last visit, their preferences, frequently purchased items and more.
Learn more about building your item library.
Enter Card Information
Confirm the total amount and tap Charge or Review Sale > Charge.
Complete the Sale.
Tap Manual Credit Card Entry, enter the card information and tap Charge. On the confirmation page, your customer can sign for their purchase, add a tip and choose to receive an email or text message receipt.
Note: When you key in a card number, the fee is 2.2% instead of the standard 1.9% per tap, swipe or insert.
Learn more about Square Pricing.
Invoice
Set the invoice amount
Open the Square Point of Sale app. Enter the amount you want to invoice or select items from the item library. Tap Charge or Review Sale > Charge.
Learn more about building your item library.
Having trouble? Learn how.
Create your invoice
Select Invoice from the list of payment options. Complete the requested information, including the email address of the invoice recipient, and add a custom message in the message field (optional).
Send your invoice
When the information is complete, click Send.
Track invoice payment
Once your invoice is sent, you can track whether it has been paid from your online Square Dashboard.
