The Square for Retail POS app is your full-stack front of house. You can process sales and returns, apply discounts, and issue digital or paper receipts.

To get started, visit Squareup.com/Retail. Next, download the Square for Retail app and create a device code to sign in and start taking payments.

Note: If you’re downloading the Square for Retail app for the first time to your device, you must be running iOS 10 or higher.

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

Add or Remove Items From Your Cart

Items can be added to your cart three ways: through keyword search, scrolling through your inventory library, and bar code scanning.

  1. Tap the search bar at the top of the app.
  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.

Add Items Using Scrolling

  1. Tap the search bar > 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.

Add Items Using Bar Code Scanning

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

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

Remove All Items from Your Cart

If you accidentally add an item to your cart, you can remove it at any time before the sale is completed.

Clear Entire Cart

  1. Tap Actions on the top right.
  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 Confirm Remove From Cart.

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

Adjust 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.

Add 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.

Saved Carts

Let’s say you start adding items to a cart in the Retail app, but your customer wants to look at some more items in your store before checking out. You can save the current cart to keep your line moving until they’re ready to pay. When your customer returns, you can pick up right where you left off.

To get started:

  1. From a current cart, tap Actions > tap Save Cart.
  2. Enter the cart name or swipe your customer’s card to add their name — you can also add an additional note to help you and your employees locate a saved cart. When you add a customer to the cart, the cart name will default to the customer’s name.
  3. Tap Save.

Once your customer is ready to check out, tap View Saved Carts at the bottom of the screen to bring up your saved cart list.

Saved Cart Filters

You can quickly pull up and view saved carts by:

  • Most recently saved
  • Cart name
  • Employee
  • Total

Manage Saved Carts

You can delete, merge, or transfer cart ownership from one employee to another.

To manage your saved carts:

  1. Tap View Saved Carts to pull up your current carts.
  2. Select Edit.
  3. Tap each cart to manage. If you select multiple carts, in addition to the delete and transfer options, you’ll have the ability to merge saved carts.

Keep in mind, merging multiple carts means you’re choosing to transfer information from one cart to another. For example: If you have customers added to Cart A and Cart B, when you merge Cart A to Cart B, the name and information for Cart A will be overridden by Cart B — only the customer from Cart B will be included in the sale.

Learn more about managing customers from your cart.

Collect 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.

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 Actions in the Square for Retail POS app > tap Apply Cart Discount.
  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.

Add Discounts to Individual Items

  1. Locate the item you would like to sell at a discount.
  2. Swipe left.
  3. Tap Apply Discount.
  4. Select the discount to apply. Note: You can only add percentage discounts from the item level.

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

Process a Sale

Once your cart reflects the correct item quantity and amount, you’re ready to charge your customer. To process a sale:

  1. Tap the Charge button.
  2. The payment screen will appear — select your customer’s payment method.
  3. If your customer is paying with a card, swipe, dip, or tap to process the sale. If your customer pays in cash, at the top of the screen, select the amount or tap Custom.

Note: If you’re using Cash Management you can run a report at the end of your day to view your cash sales.

Add 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 Actions.
  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.

Receipts

You can print, send digitally, or reprint — all receipt from the Square for Retail app. You also have the option to print a gift receipt for purchases.

Issue Receipt

Once the sale is complete, you’ll see the option to send your customer’s receipt via SMS or email, as well as print a physical copy if you have a compatible printer connected. To return back to your cart, tap New Sale on the top left.

Reprint from Activity

  1. Tap the search bar > Transactions.
  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 bar code 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.

Reprint from Customers

  1. Tap the search bar > 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.

If you accept cash sales, read more about using Cash Management with Square for Retail.

Still need help? Ask the community

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