Review the following video to learn more about mounting the Square Register to your countertop once you’ve finished setting up your hardware. You can also reference the articles below if you run into any issues:
Square Register comes with Square Point of Sale software installed and ready to use once powered on – simply log in with your email address and password to get started. Refer to the instructions below to learn more about common actions like creating items, setting up taxes, creating discounts and more.
On your Square Point of Sale screen, tap More > Items > Modifiers.
Tap Create Modifier Set.
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.
Note: If you’re editing or adding multiple items and/or modifiers, we suggest doing so through the online Square Dashboard by visiting Items. Changes made through the Dashboard will immediately appear on your Square Register.
Click Create Location and enter the appropriate information, such as location name, address, business logo, business hours, etc. > 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.
Click Create Device, enter a nickname for your Square Register and select the appropriate location.
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.
After you’ve set up your new Register, you’ll be ready to start accepting payments!
Whether you need to quickly process a sale for one of your customers or review your transaction reporting for a specific time frame, Square Register allows you to do it all – and the customer-facing display allows for easy, contactless payments to ensure safety for both your buyers and team members.
Note: Square Register does not support or read file attachments.
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.
Your customer can either insert, tap or swipe their card using the customer-facing display, as well as choose to enter their information after the sale to receive an email or text message receipt.
In the case that your internet becomes temporarily unavailable, you can continue to take payments in Offline mode. To do so, tap ≡ More > Settings > Checkout > Offline mode on your Square Register and toggle on Allow Offline Mode. Learn more about accepting payments on your Square Register.
Note: For your team members to enable or disable Offline mode, they will need to have the Configure Checkout Settings box checked in their Permissions setting. Team members without this permission granted can still process payments in Offline mode, but will be unable to enable or disable Offline mode.
From the navigation bar on your Square Point of Sale screen, tap Transactions.
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.