Navigate Square Point of Sale
Before you get started:
Square sellers can use any compatible device to access important improvements and functionality that Square will release moving forward.
Once you’ve downloaded the app, sign in using the email address and password associated with your Square account, or a device code.
Note: If you’re using Square Register or Square Terminal, you’ll need to make sure the software is up to date prior to utilizing the new features. Learn more about updating your Square Register and/or Square Terminal.
Customize Item Grid
Sellers using the Square POS app on a mobile device or Square Terminal will have the ability to create an item grid through the Favorites section of the Checkout screen. The feature allows sellers to add frequently used items and categories (as well as gift cards and discounts) to their main Checkout screen for ease of use.
Customize the Main Menu
You can customize the main menu to fit your needs by picking which tools appear on the main screen for instant access, and which are housed under ≡ More. You may add or remove up to two tools.
Note: Checkout and Notifications will always remain in the main menu for quick access. To customize your menu bar:
From the Square app, tap ≡ More.
Add frequently used tools to the tab bar so they’re always next to Checkout and Notifications.
Whether you’re using the keypad to enter a dollar amount, or choosing items from your Item Library or Favorites pages, you can quickly and easily accept payments at any time. With the ability to add customers directly from the checkout flow, you can also start to build your customer base with each sale and keep them coming back with products like Square Loyalty and Square Marketing.
Note: If you’d prefer to remove the option to add a customer directly from the checkout flow, visit ≡ More > Settings > Checkout > Customer management. Under Collect Customer Information, toggle off Before checkout.
After logging in to the Square POS app, you’ll see the keypad as well as your Item Library and any of your Favorites pages. You can set up your item grid on a tablet to add a new Favorites page, items, categories, discounts, and more. To rename your Favorites page to something else, tap the pencil icon next to the name of the Favorites page during creation. Once you’re familiar with the updated layout, you can start the checkout process.
Depending on your business type, you may have the need to save your customers’ orders for a later time. Whether they’re shopping around or dining in, it’s important to meet your customers where they are during their time with you. You can do exactly this by using Open tickets — where you can create, edit, and save an order before completing the sale, on any compatible device.
To enable Open Tickets from the Square POS app:
Tap ≡ More > Settings > Open Tickets.
Toggle on Open Tickets.
By enabling Open Tickets, you’ll be able to view, manage, and complete them directly from the Tickets button on your main Checkout screen, across all devices.
If you’re using an iOS or Android Tablet, Square Terminal, or Square Register, you’ll see two additional options — Use Open Tickets Menu as Home Screen and Use Predefined Tickets — that can be used to customize the way you and your team interact with Open Tickets. By toggling on Use Open Tickets Menu as Home Screen, you’ll return to the tickets menu after each completed transaction. Toggling on Use Predefined Tickets will give you the option to create ticket groups, reuse ticket names, and specify the number of open tickets per group.
We understand that not every sale may work out in the long run. With a few simple taps, you can easily refund your customers directly from Square Point of Sale. Choose the item(s) in question or provide a specific amount to send back to your customer and they’ll receive their funds to their original form of payment. You’ll also have the option to refund to a Square Gift Card to use the next time they visit your business.
Item creation and management are a breeze with the Square app. Whether you’re just getting started or already have an item library set up, you can easily create items, categories, modifiers, discounts, and more to ensure the checkout process is smooth for both your customers and your team members who use the point of sale daily.
Note: Bulk item importing and exporting is still available through your online Square Dashboard in case you need to create or manage large amounts of items at any time.
Manage and Create Orders
For sellers who are actively managing orders, the Orders section will be accessible from the navigation bar at the bottom of your screen. This allows you to quickly access the information you need to complete orders for your customers in live time. Whether you’re shipping items across the country or preparing orders for contactless pickup, Order Manager with Square Point of Sale is a one-stop shop for simple order fulfillment.
Note: Sellers who aren’t actively creating and managing orders will not see the Orders option in their navigation bar, but can still access the feature by navigating to ≡ More > Orders. You can also message your customer about their order through email or text with Square Messages.
Keeping track of sales is a crucial part of running any successful business. That’s why, with the Square POS app, you’ll have access to reporting in live time — ensuring you have full visibility into how your business is doing day in and day out. From cash drawer reporting to overall sales reports and graphs, you can keep an eye on how your business is performing wherever you're logged in to the app.
If you need to sign out of the Square Point of Sale app for any reason, you can do so by tapping ≡ More from the navigation bar at the bottom of your screen and selecting Sign out.