Connect Square Terminal with Virtual Terminal for In-Person Payments
You can now accept payments in person with Square Terminal, a wireless checkout terminal that integrates seamlessly with Virtual Terminal on your computer. If you’re new to Square Terminal, check out the Square Terminal Guide or visit Square Shop to purchase one.
Accept all payment types from your computer so you never miss a sale – both in person and remotely.
Streamline your business with free and easy-to-use tools. Print professional receipts via Square Terminal’s built-in printer, and collect feedback from customers with every digital receipt issued.
Provide a safer payment option for your customers and your staff with separate devices for contactless payments. A wireless checkout terminal is easy to transport from table to table or can be kept on the front counter while the bill is sent from a computer in the back office or billing department.
Pay lower rates for in-person payments. Tap, insert or swipe a card for just 2.65% per transaction. Pay 3.4% + 15 cents when you key in a credit or debit card number manually.
Connect Square Terminal to Virtual Terminal
Virtual Terminal on your computer can wirelessly connect to one Square Terminal or many Square Terminal devices at a time. Keep this in mind before you start the setup process:
Ensure that your Square Terminal and computer are connected to a Wi-Fi or ethernet network. Note: Your device and computer do not have to be on the same network, but both devices must be online.
Sign out on your Square Terminal before connecting to Virtual Terminal. You can sign out of Square Terminal by tapping on the three horizontal lines, then tapping Settings > Account > Sign out.
To connect Square Terminal to Virtual Terminal:
From your Square Dashboard on your computer, go to the Virtual Terminal Overview page.
In the menu on the left-hand side of the screen, navigate to Settings > Devices.
If you already have a Square Terminal, select Add a device.
Note: If you don’t have a Square Terminal, select Shop Square Terminal to go to the purchase page. Return to the Virtual Terminal Overview page once you have your Square Terminal in hand and are ready for setup.
On the next screen, enter a custom nickname and location to associate with your Square Terminal and click Create.
The setup flow will generate a device code on the Virtual Terminal screen. Make a note of this device code, and grab your Square Terminal device to begin the next steps. You can reuse this same device code if you ever need to reconnect to your Square Terminal.
On your Square Terminal, tap Sign In > Use a Device Code.
Enter the new device code you just created and tap Sign In.
Once the pairing is complete, the Square Terminal will display Ready to take a payment and the Virtual Terminal will display Square Terminal Paired. Click the X or Done to go back to the Devices page.
To view your recently paired Square Terminal:
Visit the Virtual Terminal Overview page on your Square Dashboard.
Click Devices. You’ll see a list of Square Terminals paired to your Virtual Terminal.
Take Payments in Person with Square Terminal Connected to Virtual Terminal
To begin, go to the Virtual Terminal Overview page from your online Dashboard, and click Take a Payment.
From the checkout screen, choose between taking an Itemised Sale or doing a Quick Charge to key in custom amounts.
Fill out your order details by adding items to your cart or selecting the charge amount. If applicable, add an optional note, select your reporting location, and add a new or existing customer to the sale.
Under Payment Method, select your Square Terminal in the list of options. You should recognise the custom nickname you created during setup.
When you are ready to take the payment, press Charge. You will see a loading page on your computer that says “Customer is completing the transaction”.
At this time, the cart details will appear on the Square Terminal screen, allowing your customer to review and confirm the sale; add a tip; pay using tap, insert or swipe; and send or print a receipt.
If you entered a Quick Charge amount, your customer won’t be required to confirm the sale before they complete their payment on the Square Terminal.
Once your customer has paid, you’ll get a confirmation on your Virtual Terminal that the payment was successful.
You can view your transaction history, send receipts and issue refunds from the Transactions tab of your online Square Dashboard.
If you want to cancel a payment, on the Square Terminal, select the X on the Add a tip? screen or the back arrow on the payment screen. You can also click on the X from the Virtual Terminal screen on your computer. If the cancellation is initiated on Square Terminal, you will see a notification on your computer that the customer has cancelled, and you’ll have the option to confirm the cancellation or review the sale information.
To complete the cancellation:
Click Cancel on the Virtual Terminal screen.
Then, review the cart and click Charge to send the sale to the Square Terminal so your customer can finish paying.
Access Settings on the Square Terminal
From the “Ready to take a payment” screen on the Square Terminal, swipe from the left-hand side of the screen to reveal the menu offering Checkout, Settings and Support.
Under Settings, you can configure your:
Display and sound options
Accessibility for talkback or magnification
Other general settings, including date and time, device names and language
Disconnect Your Square Terminal from Virtual Terminal on Your Computer
You may want to disconnect your Square Terminal and use it to take payments as a standalone point of sale. To do this, you’ll need to manually sign out of the Square Terminal:
Swipe from the left-hand side of the screen to reveal the menu.
Tap Settings > Sign Out, then tap Sign Out again to confirm.
Note: You can always reconnect Square Terminal to Virtual Terminal on your computer as needed by re-entering the same device code or generating a new one.
Edit Square Terminal Device Settings
To edit the Square Terminal nickname or location on your list of devices:
From the Virtual Terminal Overview page on your Square Dashboard, click Settings > Devices.
Click the three dots for the device you would like to edit.
Click Edit to edit the device name.
Note: To edit the linked device location or device code, you will need to unpair then repair the device under the new reporting location. A new device code will be generated.
You can assign which team members have access to using Square Terminal with Virtual Terminal for In-Person Payments. If you already use Team Permissions for your team members, visit Team Member Permissions on your Square Dashboard.
From the online Square Dashboard, navigate to Team.
Select Permissions, and choose the permission set that needs access to Virtual Terminal.
Under the Checkout permission, check the box next to Use Virtual Terminal.
While on the same permission set page, choose the Account & Settings permission, and toggle it to ON. Under the Device subheading, check the box next to Create, edit and delete devices.
Next, click Continue, and make sure Shared points of sale and Dashboard are selected as access points.
Now your team members with this permission set are ready to take in-person payments using the Virtual Terminal and a connected Square Terminal. If you aren’t using Team Permissions yet, learn how to Set Roles and Assign Permissions for your team online.