Customize Square Payment Links
About settings for payment links
Settings for Square Payment Links enable you to customize how your links function and look when customers receive them.
Before you begin
From your Square Dashboard, you can create a payment link to Collect a payment, Sell an item, Accept a donation, or Sell an event or class. From your Square Point of Sale, you can create a payment link to Collect a payment, Sell an item, or Accept a donation. You cannot Sell an event or class from the Square POS app at this time.
Similarly, some payment link settings — such as redirecting links to a website — can only be created and updated from Square Dashboard.
Payment link settings
Once you've configured the settings below to suit your business, you can Create and share Square Payment Links.
Collect a payment settings
When you’re creating a Collect a payment link, you can allow tips from your customers.
From Square Dashboard
- Sign in to your Square Dashboard and click Payments > Payment Links > Create a link > Collect a payment.
- Enter a name for your link and the amount you want to charge.
- Click Advanced settings and toggle on Enable tipping.
- Click Create link and select Copy link to share the link anywhere.
From Square Point of Sale
- Tap ≡ More > Payment Links.
- Tap Collect a payment.
- Fill in the payment link details and tap the checkbox next to Enable tipping.
- Tap Save.
To set up the tip options and amounts for a specific location:
- Sign in to your Square Dashboard and click Payments > Payment Links > Settings > General.
- In the Location Settings, select the location associated with your Square Payment Links.
- Under Tipping, select Tip options.
- Select if you want Smart tips (percentage and whole amount) or Percentage tips to display percentage options only at checkout.
- Set up to three Percentage amounts to display to your customers.
- Set the default percentage your customers will see on the checkout screen.
You have the option to allow your customers to set the price at checkout for Square Payment Links. To do so:
- Sign in to your Square Dashboard and click Payments > Payment Links.
- Select Create a link.
- Select Collect a payment.
- Enter a name for the link that will be displayed to the customer.
- Click Advanced settings, then toggle on Allow buyer to set the price.
- Complete your checkout link setup and select Create link.
- Select Copy link to share the link anywhere.
With payment links, you can create subscriptions to accept recurring payments or donations. To start:
- Sign in to your Square Dashboard, then click Payments > Payment Links > Create a link.
- Choose either Collect a payment.
- Enter a name for your link that’ll be displayed to the customer.
- Enter the amount you want to charge.
- Accept recurring payments by choosing the frequency you want to collect them (e.g. weekly, monthly, quarterly, etc.).
- Select Advanced settings to toggle on Allow buyer to set the price (best when accepting donations).
- Add two optional custom fields that can be used for whichever fulfillment needs you may have (e.g. collecting shipping address, coffee flavor choice, etc.). Whatever you enter as the custom field title will be requested from the buyer on the payment link.
- Select Create link to create the payment link, and select Copy link to share the link anywhere.
When you create links to collect payments, the new subscriptions will appear in your Square Order Manager with your other orders.
Note: You can also sell an item as a subscription through Square Payment Links. To start, check out how to create subscriptions in your Square Dashboard.
Accept a donation settings
- Sign in to your Square Dashboard and click Payments > Payment Links.
- Click Create a link > Accept a donation.
- Fill in the donation details.
- Click Advanced settings and toggle on Accept recurring donations to choose a frequency from the drop-down menu. Customers can choose between a one-time payment or a subscription.
- Click Create link once you’re done.
Learn how to Set up donation goals with Square Payment Links.
- Sign in to your Square Dashboard and click Payments > Payment Links.
- Click Create a link > Accept a donation > Advanced settings.
- Toggle on Redirect to a website after checkout.
- Enter the website URL, then click *Create link.
You can add up to two custom fields to collect information from your customers.
From Square Dashboard
- Sign in to your Square Dashboard and click Payments > Payment Links.
- Click Create a link > Accept a donation > Advanced settings.
- Toggle on Enable custom fields.
- Enter the custom field title, then click Create link.
From Square Point of Sale
- Tap ≡ More > Payment Links.
- Tap (+) > Accept a donation.
- Enter the payment link name, and optional description.
- Tap (+) or tap Create custom field.
- Enter the custom field title, then tap Save.
Sell an event or class settings
- Sign in to your Square Dashboard and click Payments > Payment Links.
- Click Create a link > Sell an event or class.
- Enter the event details, including the event location. You can choose between Online or In person.
- Click Create link.
- Sign in to your Square Dashboard and click Payments > Payment Links.
- Click Create a link > Sell an event or class.
- Enter the event details.
- Click Advanced settings and enter the event capacity.
- Click Create link.
It may take up to 10 minutes for capacity changes to appear on your link.
General settings
With digital wallets, customers can check out from their mobile device or computer using Apple Pay or Google Pay. Customers can also use Cash App Pay or Afterpay.
To manage payment methods for Square Payment Links:
- Sign in to your Square Dashboard and click Payments > Payment Links > Settings > General.
- Under Payments, toggle on the payment options you want your customers to see at checkout.
- Sign in to your Square Dashboard, go to Account & Settings > Business information > Payment methods.
- Under Afterpay, select (•••) > Edit settings.
- Toggle the Online option on or off, then click Save.
When enabled, the Online option ensures you can offer Afterpay to customers on your Square Payment Links. If disabled, customers can’t use Afterpay to check out.
Once you’ve enabled Afterpay, you can also set the eligibility range. To do so:
- From the Square Dashboard, scroll down to ‘Installments’ and click Afterpay eligibility range.
- Enter ranges for items and orders, then click Done.
Note: The setting for online payments with Afterpay is global and applies across all Square products that can also take Afterpay payments online. This includes other online platforms such as Square Online and Virtual Terminal. There isn’t a way to disable Afterpay only for Square Payment Links at this time.
With email notifications, you can get an email after each transaction. You can toggle the following settings on or off:
- Dashboard or mobile add-on links
- Point of Sale or Virtual Terminal links
Select the relevant location for the payment link — your payment links, sales, and reporting will be associated with this location.
You can add extra charges to your checkout page to cover overhead costs. Learn how to Use service charges with Square.
Note: Variable service charges cannot be applied. The service charges listed only apply to ‘Collect a payment’ and ‘Accept a donation’ payment links.
Fulfillment settings only apply to payment links selling items. Pickup is not available for events or subscriptions.
- Sign in to your Square Dashboard and click Payments > Payment Links > Settings > General.
- Toggle on Enable shipping and/or Enable Pickup for item links.
- Configure the shipping and pickup settings such as shipping fees, prep time, and pickup instructions and hours.
You can print shipping labels from the Orders tab in your Square Dashboard.
- Sign in to your Square Dashboard and click Payments > Payment Links > Settings > General.
- Under Automatic settings, toggle on Apply sales tax to calculate taxes based on seller and buyer location for “Sell an item,” “Accept a payment,” and “Sell classes and tickets” links. Taxes will not be applied to “Accept a donation” links.
Taxes set up in Square settings through Account & Settings > Business information > Sales tax will not impact payment links created in Dashboard.
To start accepting notes from your customers:
- Sign in to your Square Dashboard and click Payments > Payment Links > Settings > General.
- Toggle on Enable customer notes.
Brand settings
- Sign in to your Square Dashboard, then click Payment Links > Settings > Branding > Logo.
- Toggle on Logo.
- To add/edit your logo, click Edit in Location settings. You can add a Framed or Full-width logo. To make sure your image is high resolution, the recommended logo size is 1280x680 px or a 2:1 ratio.
Note: If you have already added a full-width logo in Account Settings > Locations > Location Details, that logo will automatically appear on your checkout page header and apply to the look of your receipts, invoices, appointment bookings, and marketing.
Enable your customers to add a comment or note while they checkout using Square Payment Links. This will better help your business to:
- Collect needed order information from your customers.
- Track donation details.
- Customize your customers’ orders.
To start accepting notes from your customers:
- From your Square Dashboard, go to Payment Links.
- Go to Settings > General.
- Toggle on the Note from Customer option.
When your customers pay through a checkout link, they will see a box for an optional note. Any information entered by your customer in the note section at checkout will appear on the order details for each transaction. Simply select Transactions from your Payment Links dashboard and click on any payment to see your customer note. You will also see this information in your Order Manager.
Customers can apply the coupons you create with Square Marketing to the Square Payment Links you share with them. Your customers will need to enter the coupon code in the designated field in your payment link’s checkout screen for the discount to apply. One coupon can be applied per payment link.
When you set up a Square Loyalty program, it will automatically be enabled for your payment links. Payment Links can also be shared via an email marketing campaign.
You can create a button with a payment link to add to your website or marketing channels. To do so:
- From your Square Dashboard, go to Payment Links.
- Select Add button to website.
- Add a title, button text, amount, and adjust the frequency of the payment.
- Add an optional image, and adjust the Advanced settings if needed.
- Click Continue to customize your buy button styles. These settings will be applied to all of your buy buttons.
- Select Copy to copy the HTML code, and paste it somewhere that accepts embeddable code.