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. Pay 1.75% for every contactless or chip and PIN transaction. Pay 2.5% 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 re-use 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 Powered by Square 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 basket 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 basket 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.
Receipt and Printing Options
Once a payment has been successfully processed, you’ll have a few different options to choose from on the Virtual Terminal page.
New sale: No receipt is sent.
Send receipt: Enter an email address or phone number for the receipt delivery method.
Print receipt: Print receipt to a printer connected to your computer that is not your connected Square Terminal.
Print receipt on [Device Nickname] Square Terminal: Print receipt to connected Square Terminal.
To reprint a receipt from your connected Square Terminal:
From your Square Dashboard, go to the Virtual Terminal Overview page.
Locate the transaction under your Activity.
Select the transaction to open up the details.
Select the three dots (...) and choose Print receipt on [Device Nickname].
Depending on your settings, the buyer will also have the option to print or receive a digital receipt.
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’ll 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 basket and click Charge to send the sale to the Square Terminal so your customer can finish paying.