Navigating Your Square Loans Dashboard
Loan and Deposit Status
Upon approval, funds are deposited into your account as soon as the next business day, or into your Square Checking account instantly.
You can then monitor your repayment progress, view daily loan payments, or make a partial or full payment in the Loans tab of your online Square Dashboard.
Numbers are for illustrative purposes only.
Check Repayment Activity
Here are step-by-step instructions on how to locate your loan repayment history for a certain timeframe:
Navigate to your Square Dashboard.
Click into the loan you want to view.
Click All activity located in the center of the page.
Select the date range you’d like to view, or enter custom dates. A summary of your loan payments will populate for the date range selected.
Reconciling Loan Payments
Currently, the Loans dashboard has a cutoff time of 3:00 PM PST. This means your loan payments may differ from the amount shown in your balance transfer report depending on when your business processes transactions each day. Please know that any transactions processed after the 3:00 PM PT cutoff time will be included in the following day.
We recommend using the Transactions tab if you need to confirm your loan payments because that report allows you to set custom cutoff times. In order to set up the Transaction tab to confirm your daily sales amounts, please follow these steps:
Navigate to Transactions tabin your online Square Dashboard.
Change All Day to Custom and specify your report in hours to 3PM PST to 3PM PST.
Change All Payment Methods to Card.
Use the date-selector to refine a date range, then select a report to view. Note: Click the middle of the date-selector to see a full calendar view.
Select the location associated with your loan under Locations.
Please check outSummaries and Reports from the Online Square Dashboard for more information about your reports.
Make a Payment
If you wish to make a full or partial payment towards your Square loan, you may do so at any time through your Square Dashboard. Check out Square Loans Repayment FAQ to find out more.
Cancel Your Application or Loan
You can cancel your loan application while it is still processing, and you can cancel your loan within two business days of loan origination. For more information, view Cancelling Your Application or Loan.
If you have a Square loan, you are able to download and view your Loan Agreement in the Loans tab on your Square Dashboard.
To view your loan agreement:
Visit the Loans tab of your Square Dashboard.
Click the three dots on the top right corner of your plan details.
Click on download loan agreement.
A PDF of the Loan Agreement will open in a new tab within your internet browser.