Track external transactions with Custom Payment Methods
About custom payment methods
A custom payment method lets you track orders from non-Square sources in your Square Point of Sale app. Use it to record sales from third-party ordering platforms, non-Square gift cards, memberships, and other external payment sources. All transactions appear in your Square reporting, so you get a complete view of your sales.
Before you begin
You can enable and create custom payment methods from Square Dashboard. You can also view customer payment method transactions in your reporting. You can accept custom payment methods from the Square POS app.
Ensure you're using the most recent version of your Square POS app and your device software is up to date.
Custom payment methods apply at the account level.
Enable and create custom payment methods
Once you enable a custom payment method, it will appear on all your devices.
Sign in to Square Dashboard and go to Settings > Account & Settings > Payments > Payment methods.
Click Custom payment methods.
Click Add payment method and enter a unique name.
Toggle on Activate on Point of Sale to have your new custom payment method available on all of your POS devices.
If applicable, toggle on Capture optional tip with payment to record any tips received from custom payment method transactions.
Click Add.
To deactivate the custom payment method, click Edit then toggle off Activate on Point of Sale.
Accept custom payment methods
Open your Square app and add items to your customer’s cart.
Tap Charge.
Tap More > Custom payment methods.
Tap the custom payment method you wish to use for this transaction.
Enter an optional tip amount or note as prompted and record payment.
Review custom payment methods in your reports
The total amount received from custom payment methods will show as Other in your reports.
- Sign in to Square Dashboard and go to Reports > Sales summary.
- Expand Other under Total payments collected to see your sales totals split out by your custom payment methods.
- Sign in to Square Dashboard and go to Reports > Payments > Payment methods.
- Expand Other to see a breakout for each custom payment method you have set up.