How to Accept Payments on your Square Dashboard
Without Square Reader
Log into your Square Dashboard
Go to the Square website and use your email and password to sign in.
Click Sign in.
Go to Virtual Terminal
In the menu, click Virtual Terminal. Then, click ‘Take a Payment’.
Learn more about Virtual Terminal..
Enter the payment details
Enter the amount to be charged and your customer’s card information. To have a reference for the payment, you should enter the customer’s name, email address and phone number in the Notes section. Next, enter your customer’s email or phone number if they would like a record of the transaction—a digital payment confirmation will be sent automatically.
When you’re ready, click Charge.
Complete the sale
That’s it – your funds will be transferred into your bank account as fast as the next working day or in seconds with instant transfer. You can keep track of all your transactions by going to Sales Reports in your Square Dashboard.
Note: Pay 2.5% per transaction via Square Virtual Terminal.
Learn more about Square Pricing.
Invoice
Go to your Square Dashboard
On a computer, go to square.com and click Dashboard in the upper right corner. Sign in and go to the Invoices page. Click the Create Invoice button. To create a recurring invoice, select the Recurring option in the upper right-hand corner.
Create your invoice
Select Invoice from the list of payment options. Complete the requested information, including the email address of the invoice recipient, and add a custom message in the message field (optional).
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.
Track invoice payment
Once your invoice is sent, you can track whether it has been paid from your Dashboard.
