The Square Retail POS app is your full-stack front of house – with it, you can process sales and returns, add customers to your directory, and even connect hardware.

First, visit Squareup.com/Retail to start your free trial. Next, download the Square Retail app:

  1. Open the App Store on your iPad
  2. Tap the search icon (magnifying glass) in the navigation bar > search for “Square Retail”.
  3. Tap Get next to the Square Retail app icon > tap Install > enter your Apple ID password or Touch ID.

Note: You may be prompted to connect to Wi-Fi to download the app.
If you need help with your Apple ID, please contact AppleCare. AppleCare.

Seller Community: Ask questions, get answers, and see how other sellers are using Square for Retail.

Actions Menu

The Actions Menu is your back-of-house – it’s where you’ll find your application actions and settings. From the Actions Menu, you have access to a number of Square for Retail features.

Actions Menu Glossary

  • Create a Customer: Creates a customer within Retail POS. Customers are added to your customer directory on Square Dashboard. Customers can be added to a cart to track transactions by customer.
  • Add Custom Amount: Adds a unique or custom sale amount to the cart.
  • Clear Cart: Clears all contents from the cart view.
  • Add Paid In/Out: If you have Cash Drawer Management enabled, this tracks cash added to or removed from the cash drawer outside of transactions or refunds. You can add a note for money being paid in or out of the drawer.
  • Open/Close Cash Drawer: Open or close the cash drawer when Cash Drawer Management is enabled. Upon closing the drawer, we’ll generate a Z report for cash transactions.
  • Setup Hardware: Hardware connected to the device can be managed here.
  • Support: Device information including the app version can be accessed here.

Selling with the Square Retail POS App

Learn how to add items to your cart to get started selling with Square for Retail. Items can be added to your cart three ways: through keyword search, scrolling through your inventory library, and barcode scanning.

  1. Tap Search Inventory, Customers, or Activity
  2. Type a keyword, UPC or SKU number for the item you’re searching for.
    • Tap Lower Keyboard to scroll through the results.
  3. Tap the item you want to add to your cart.

Adding Items Using Scrolling

  1. Tap View in the upper-right > Inventory.
  2. Scroll through your inventory until you find the desired item.
  3. Tap the item you want to add to your cart.

Note: Only the first 200 items in your item catalog will appear when you scroll. Use a keyword to filter your results.

Adding Items Using Barcode Scanning

You can add an item to a cart by scanning its barcode.

Note: Items that are scanned that have not yet been added to your inventory will return an error.

Remove All Items from Your Cart

  1. Tap the lower left three-dot icon.
  2. Tap Clear Cart

Remove Individual Items from Your Cart

  1. Tap the item you wish to remove.
  2. Tap Remove From Cart.
  3. Confirm by tapping Delete.

Note: You can also remove an item by swiping your finger across the item from right to left, and tapping Delete.

Adjusting Items in Cart

When an item is added to your cart, you can add a note to the item, change the quantity, and adjust the price.

Adding a Note to an Item

  1. Tap the item from your cart view.
  2. Tap the field under Notes and Quantity to add a note.
  3. Tap Save.

Note: Notes will appear on your customer’s receipt and in your reports.

Change the Quantity of an Item in your Cart

  1. Tap the item from your cart view.
  2. Adjust the quantity of the item using the +/-, or tap the number field.
  3. Tap Save.

Adjust the Price of an Item

  1. Tap the item from your cart view.
  2. Tap Adjust Price.
  3. Enter the desired price > tap Save.

Note: The original price of the item will be added to the “Notes” field and will appear on customer receipts and reporting. You can edit/remove this if you desire.

Adding or Editing a Custom Sale Amount

You can add a custom amount to your cart for items or services that aren’t in your current inventory.

Add a Custom Amount

  1. Tap the lower-left three-dot icon.
  2. Tap Add Custom Amount.
  3. A custom amount is added to your cart. Key-in the desired amount and tap Return.

Edit a Custom Amount

  1. Tap the custom amount item in your cart that you’d like to edit.
  2. Key-in the desired amount and tap Return.

Add Items From Your Favorites List

The Favorites list gives you access to your most popular items in one tap so there’s no need to manually search for them during every sale.

Create a Favorites List

  1. From the cart view, tap the heart icon on the top-right corner.
  2. Tap Edit > Add Favorite.
  3. Check the item(s) you’d like to add to your Favorites list.
  4. Tap Done.

Add a Favorite to Your Cart

  1. From the cart view, tap the heart icon on the top-right corner.
  2. Select an item and applicable modifiers.
  3. Tap Add.

Edit Your Favorites List

  1. From the cart view, tap the heart icon on the top-right corner.
  2. Tap Edit.
  3. From here, sort items using by holding and dragging the three horizontal lines to the left of an item or tap Remove to remove an item from your Favorites list.
  4. Tap Done to save changes.

Create a Customer

Creating customers allows you to track transactions against a customer, record notes, and include customers in marketing campaigns.

Creating a Customer

  1. Tap the lower-left three-dot icon.
  2. Tap Create Customer.
  3. Enter your customer’s information into the required fields.
  4. Enter any additional information and tap Save.

Adding or Removing a Customer

When you add a customer to your cart, the completed sale will be recorded and stored in your Customer Directory. There are two ways to add a customer to your cart.

  1. Tap the global search, indicated by Search Inventory, Customers or Activity
  2. Type your customer’s name.
  3. Tap the customer you’d like to add to the sale.

You can remove customers from your cart in a couple ways: either by clearing the entire cart or by removing just your customer from the cart.

Remove Only Your Customer From the Cart

  1. Tap the name of the customer you wish to remove.
  2. Tap Remove from Cart.

Or:

  1. Slide your finger tip over the name of the customer, from right to left.
  2. Tap Remove.

Sales Tax

Add applicable taxes to items in your cart in the Square for Retail POS app once you have created taxes in your online Square Dashboard.

Discounts

In order to add discounts to your cart you need to create them in your online Square Dashboard.

Add a Discount to a Sale

Once you’ve created discounts, you can add them to sales:

  1. Tap View in the Squre for Retail POS app > tap Discounts.
  2. Select a discount to add it to the cart.
  3. Your cart will be updated with the discount amount applied on the all the items in your cart.
  4. If the discount amount hasn’t been defined on dashboard, then you can tap the discount in your cart to edit it.

You can remove discounts from your cart by clearing the entire cart or by removing the discount individually from the cart.

Collecting Tips

To give your customers the option to add a tip to their total, enable tipping from the device settings in your online Square Dashboard.

To enable tipping on an existing device:

  1. Head to the Devices section of your online Square Dashboard.
  2. Click the three-dot icon next to the device(s) you’d like to enable tipping on > click Edit.
  3. Toggle Collect Tips to On.
  4. Set your tipping preferences as needed.
  5. Click Save.

Refunds

Refunds can be issued through the Square for Retail app on an itemized basis. There are several ways to issue a refund.

Issuing a Refund from Transactions

  1. From the Retail app, tap View > Transactions.
  2. Search the receipt number or full credit card number to find the transaction.
  3. Tap the transaction to refund > Issue Refund.
  4. Select item(s) to refund > tap Refund.
  5. Select item(s) to restock or Skip this step > tap Refund.

Issuing a Refund from Customers

  1. Tap View > Customers.
  2. Find your customer by searching for their name.
  3. Tap More Info next to the customer you’d like to refund.
  4. Scroll down to Transaction History > Tap the transaction to refund > Issue Refund.
  5. Select item(s) to refund.
  6. Tap Refund > Select item(s) to restock or Skip this step.
  7. Tap Refund.

Issuing a Refund to a Gift Card

If you’d like to issue a customer store credit, you can issue a refund to a Square Gift Card.

  1. From the Retail app, tap View > Activity.
  2. Search the receipt number or full credit card number to find the transaction.
  3. Tap the transaction to refund > Issue Refund.
  4. Select item(s) to refund > tap Refund.
  5. Select item(s) to restock or Skip Restock.
  6. Tap Add Gift Card or Swipe, then swipe or enter the gift card number.
  7. Tap Refund.

Check Gift Card Balance

Confirm the balance of your customer’s gift card once you issue a store credit:

  1. On the homescreen, tap on the search bar at the top.
  2. Search “Gift Card”.
  3. Tap Check Gift Card Value.
  4. Swipe or enter the gift card number in manually.

Receipts

You can reprint a receipt from the Square for Retail app. You also have the option to print a gift receipt for purchases.

Reprinting from Activity

  1. Tap View > Activity.
  2. Find the transaction to print a receipt or gift receipt.
    • Search by receipt number.
    • Search by full credit card number.
    • Scroll through Activity feed.
    • Scan the barcode on printed receipts.
  3. Tap the transaction > New Receipt.
  4. Select the receipt method.

Note: A gift receipt cannot be emailed or sent as SMS. Gift receipts can only be printed.

Reprinting from Customers

  1. Tap View > Customers.
  2. Find your customer by searching for their name.
  3. Tap More Info next to the desired customer > Transaction History.
  4. Tap New Receipt.
  5. Select the receipt method.

Cash Drawer Management

Manage your cash drawer outside of transactions or refunds by selecting the Use Cash Drawers option when creating your device code in your online Square Dashboard.

If you have created a device code without enabling cash drawer management, follow the steps below:

Enable or Disable Cash Management

  1. Log in to your online Square Dashboard
  2. Find the device you would like to enable/disable the cash drawer feature on, click on More (…) on the right of the device and select Edit.
  3. Scroll down to the bottom section on the Edit Device screen, and enable/disable the Use Cash Drawers’ option.
  4. Enter your cash drawer settings > Save.

Open Cash Drawer

After you close your cash drawer in Retail POS you will be prompted with the Open Cash Drawer option:

  1. Tap Open Cash Drawer.
  2. Enter a starting cash amount (you can also set up a default cash amount from your dashboard under Account & Settings > Devices > Edit Device).

Add Paid In/Out

You can specify in/out amounts that go into your cash drawer outside of the transactions you process from the Retail POS app.

Add Paid In Amount

  1. From the Actions Menu > tap Add Paid In/Out.
  2. Enter an amount for Money In.c
  3. Add a note, or leave it blank > tap Save.

Add Paid Out Amount

  1. From the Actions menu > tap Add Paid In/Out.
  2. Tap Money Out.
  3. Enter an amount for Money Out.
  4. Type a note, or leave it blank > tap Save.

Note: When you add a note to a paid in/out, the note will be visible in your Cash Drawer Report.

Close Cash Drawer

  1. From the Actions menu > tap Close Cash Drawer.
  2. Enter the closing cash amount in your cash drawer > tap Next.
  3. Cash drawer report will be displayed on the Square for Retail POS app. You can also review your report on your dashboard.

View Cash Drawer Reports with the online Square Dashboard

  1. Log in to Cash Drawers in your online Square Dashboard.
  2. All reports generated from closed cash drawers will be displayed.
  3. Select the report you want to review.
  4. Click Done to dismiss the report.

Still need help? Ask the community

Visit community forum