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How to Accept Payments on a Tablet

With Square Reader

Get set up

Plug in your Square Reader. Open the Square Point of Sale app and sign in. Before you get started, make sure you’ve downloaded the Square Point of Sale app on your tablet.

Get set up

Having trouble? Learn how.

Set the amount

Tap the keypad icon on the right of your screen. On the keypad screen, enter the amount to be charged. If you have items in your item library, tap the specific items to add to the sale.

set the amount

Learn more about building your item library.

Complete the sale

Confirm the total amount and tap Charge to see all payment options. At this point your Square Reader will display a single green light to indicate it is ready to take a contactless or Chip + PIN payment. On the confirmation page, your customer can choose to receive an email or text message receipt.

complete the sale

Without Square Reader

Get set up

Open the Square Point of Sale app and sign in.

Before you get started, make sure you’ve downloaded the Square Point of Sale app on your tablet. Having trouble? Learn how.

get set up

Set the amount

Tap the keypad icon in the lower right of your screen (top right for Android tablets). On the keypad screen, enter the amount to be charged. If you have items in your item library, tap the specific items to add to the sale.

set the amount

Learn more about building your item library.

Enter the card information

Confirm the total amount and tap Charge. Tap the box under the Card heading, enter the card information and tap Charge.
Complete the sale.

enter the card information

Complete the sale

On the confirmation page, your customer can choose to receive an email or text message receipt. You can text or email a receipt to your customer on the next screen.

Note: When you manually key in a card number, the fee is 2.5% instead of the standard 1.75% per swipe or insert.

complete the sale

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.

Learn more about building your item library.

set amount

Having trouble? Learn how to download the Point of Sale app..

Create your invoice

Select Invoice from the list of payment options (for Android tablets, select “Send as Invoice”). Complete the requested information, including the email address of the invoice recipient, and add a custom message in the message field (optional).

create

Send your invoice

When the information is complete, click Send. Your customer receives an emailed invoice that looks like this, and you get a copy in your inbox.

send invoive

Track invoice payment

Once your invoice is sent, you can track whether it has been paid from your Dashboard.

track invoice