How to Accept Payments on your Square Dashboard

What’s in this article?

Without Square Reader

Log into your Square Dashboard

  1. Go to squareup.com/dashboard and use your email and password to sign in.

  2. Click Sign in.

Go to Virtual Terminal

In the navigation pane, click Virtual Terminal > Take a Payment.

Virtual Terminal

Learn more about Virtual Terminal.

Enter the payment details

Enter the amount to be charged, an optional note for the payment, and select a Payment Method. You can manually enter the card details, swipe a card using a Square Reader for Magstripe, or charge a card on file.

Learn more about accepting payments with Virtual Terminal.

When you’re ready, swipe or click Charge.

Complete the sale

That’s it—your funds will be deposited into your bank account as fast as the next business day or in seconds with Instant Deposit. Review Square’s deposit options.

You can keep track of all your transactions by going to Sales > Transactions in your online Square Dashboard.

Square’s standard processing fee for Virtual Terminal payments is 3.5% + 15¢ per manually-entered payment and 2.75% per swipe.

Learn more about Square’s processing fees.

Complete the Sale

Learn more about Square Pricing.

Invoice

Go to your Square Dashboard

On a computer, go to squareup.com/login 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.

Square Dashboard

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).

Invoice Tab

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.

Learn more about sending invoices.

Send Invoice

Track invoice payment

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

Track Invoice

Learn more about Square Invoices.

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