Square Stand (2nd Generation) Guide

To create an item:

1. From the Square app, tap ≡ More > Items > All Items.
2. Tap Create Item > enter the appropriate information like name, price, SKU, etc.
3. Tap Save.

Note: To change the appearance of how your items show on the Favourites screen, from the Checkout screen, hold down one of the gray squares and tap the + button to create an item or discount or select from the existing list.

Learn more about creating items on Square Stand.

To create modifier sets:

1. From the Square app, tap ≡ More > Items > Modifiers.
2. Tap Create Modifier Set.
3. From the New Modifier Set screen, provide a name, select the item(s) you want to assign the modifier set to under Apply Set, and input your modifier names and prices under the Modifiers section.
4. Tap Save.

Note: If you’re editing or adding multiple items and/or modifiers, we suggest doing so through the Items page from your online Square Dashboard. Changes made through the dashboard will immediately appear on your Square Stand.

Learn more about creating modifier sets for Square Stand.

To create a new tax:

1. From the Square app, tap ≡ More > Settings > Checkout.
2. Tap Taxes > Add a New Tax to add a new tax.
3. From the New Tax screen, provide a name and percentage, configure the item pricing, and select which item(s) and/or service(s) you’d like the tax applied to during checkout.
4. Tap Save.

To create a new discount:

1. From the Square app, tap ≡ More > Items > Discounts.
2. Tap Create Discount.
3. From the Create Discount screen, provide a name and specify the percentage or dollar amount you’d like the discount to be worth. You also have the option to Apply a discounts after taxes.
4. Tap Save.

Learn more about creating discounts for Square Stand.

You can customise your customers’ checkout experience by choosing whether to enable the buyer-facing screen with itemised order summary, tipping, or receipt selection.

Note: Checkout options for Retail POS and Restaurants POS can be found in your online Square Dashboard under Devices.

To enable (default) or disable the buyer-facing screen:

1. From the Square app, tap ≡ More > Settings > Checkout > Payment.
2. To enable the buyer-facing screen, make sure it is selected under the Defaults section at the top. If you choose to disable it, checkout will instead begin with a seller-facing menu of payment types.
3. To provide an itemised summary of the customer’s cart on the buyer-facing screen, find the “Show order summary option” and toggle on to enable.

To enable tipping during checkout:

1. From the Square app, tap ≡ More > Checkout > Tipping
2. Toggle on Collect Tips.
3. Choose smart tip amounts or set percentage amounts.
4. Choose to calculate tips before or after taxes.
5. Optional: Toggle Allow Custom Amounts on/off.

Learn more about accepting tips with the Square App.

To skip the receipt screen after checkout:

1. From the Square app, tap ≡ More > Checkout > Receipt.
2. Toggle on Skip receipt screen to expedite checkout. Digital receipts will be sent automatically to customers who have opted ot receive them.

To create a new location:

1. Go to Account & Settings from your online Square Dashboard.
2. Go to Business > Locations.
3. Click Create Location and enter the appropriate information, such as location name, address, business logo, business hours, etc.
4. Click Save.

You can access your new location by logging out of your Square Point of Sale account and logging back in with the same email address and password. From here, you should see the option to select your new location. Learn more about managing multiple locations with Square Point of Sale.

To manage locations with device codes:

1. Go to Devices from your online Square Dashboard.
2. Click Add a Point of Sale.
3. Enter a nickname for your Square Stand, select the appropriate location. Choose between standard, retail, or restaurants.
4. Configure your POS settings for customer receipts, tipping, team management and cash management.
5. Click Create.

You can send your device code by text message or email. This device code will be associated with the corresponding location and can be used to log in to the account associated with your location instead of using an email address and password.

Learn more about device codes and how they work with your business locations.

Learn more about viewing and customising reports from the online Square Dashboard and from the Square Point of Sale app.

The Square Stand details page provides a helpful summary of the current device status and information on USB accessories like printers, barcode scanners, Square Readers, scales and any other USB connected accessories.

With an additional tap, you can view important hardware information like serial number and software version, which is useful if you need to contact Square Support. You can also use this page to restart your Square Stand.

Once your iPad is docked into the Square Stand, to get started:

1. Tap ≡ More > Settings > Hardware > Square Stand. This page provides your summary of connected devices and allows you to restart the device.
2. Tap Get Help and then Device details to view detailed information like serial number and software version.

Specialised point of sale software

• Square Appointments
• Square for Restaurants
• Square for Retail

Square Add-ons

• Team Management
• Invoices
• Gift Cards
• Loyalty
• Marketing

Learn more about add-ons

Square Online

• Square Online

Ecommerce and Software Integrations

• App Marketplace

Left: Square Reader (1st generation) with Dock for Square Reader (sold separately).
Right: Square Reader (2nd generation) with Bosstab Dock for Square Reader (sold separately).

Connecting a Square Reader to take payments at a distance is simple. Just plug the included USB cable (or optional Dock for Square Reader 1st generation) to the USB hub on the Square Stand. You can also pair Square Reader wirelessly using a BLE connection. Once the reader connects with your Square Stand, it will automatically activate during the checkout process of your next sale.

Features:

• Chip (EMV) cards
• Contactless cards
• Apple Pay, Google Pay
• Wireless
• Rechargeable battery
• Optional dock (sold separately via Square Shop)

Watch this video to learn how to connect the Square Stand and Reader.

Square Terminal is an all-in-one standalone product that can pair as a second customer-facing screen for the Square Stand. Square Terminal accepts all payment types: chip cards (EMV), contactless (NFC) cards,magstripe cards, Apple Pay, and Google Pay. Simply pair the Terminal with the Stand via wireless connection, send a sale to the terminal, and allow your customer to complete the payment.

Features:

• Magstripe card
• Chip (EMV) card
• Contactless cards
• Magstripe card
• Apple Pay, Google Pay
• Wireless or Ethernet connection
• Rechargeable battery
• Second screen for distance customer use
• Standalone point of sale when not paired with Stand
• Receipt printer

Watch this video to learn more about connecting Square Terminal to your Stand.

Note: If using Square Terminal with Square Stand (2nd generation), we recommend disabling the Buyer-facing screen to make it easier to push payment to the Terminal. Do this by tapping More > Settings > Payment and toggling the default view to ‘All payment types.’ Learn more about identifying your Square Stand.

1. From the Checkout screen, enter a custom amount, add an item from your Library or Favourites page, or use a barcode scanner to scan the item’s UPC/SKU.
2. Tap Charge and swivel the Square Stand to face your customer.
3. Your customer can either tap or insert their card into the Square Stand, or use their mobile device for a contactless payment. They can also choose to enter their information after the sale to receive an email or text message receipt.

Learn more about accepting payments with Square Stand and Fees and Payments FAQ.

Note: The built-in Square Reader on Square Stand (2nd generation) will work if the Square Stand is powered by USB-C.

1. From the Checkout screen, tap Add customer when reviewing your sale.
2. Select an existing customer from your directory or tap Create Customer to add a new customer.
3. From the existing customer’s directory profile, or from the newly created customer’s directory profile, tap Add to Sale.
4. Tap Charge to complete the sale as normal.

Learn more about managing your Customer Directory through the online Square Dashboard.

1. From the Square app, tap ≡ More > Transactions.
2. Review your transaction history in chronological order, or use the search bar to locate transactions based on card number, phone number, customer name, receipt number, notes and/or item name.

Once you’ve located the transaction in question, you can take actions such as issuing a refund or resending a receipt. You’ll also have insights into the transaction as a whole, including items sold, payment method used, and customers associated with the transaction.

Learn more about reviewing your transaction history through the online Square Dashboard.