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.”

Virtual Terminal

Learn more about Virtual Terminal.

Enter the payment details

Enter the amount to be charged and your customer’s card information. 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.

Enter Card

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

Note: Pay 3.5% + 15¢ per transaction via Square Virtual Terminal.

Complete the Sale

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.

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.

Send Invoice

Track invoice payment

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

Track Invoice

Learn more about Square Invoices.

Still need help? Ask the community

Visit community forum