BestRx and Square

Update your account settings to match your business information.

1. Go to Account & Settings > Business > Locations.
2. Click on the relevant location to update your information such as an address, contact information or opening hours. If you haven’t set up your locations, click Create Location.
3. Click Save.

Note: Your “Location Business Name” is the name that will appear on your customers’ credit card statements. Enter a business name that your customers will recognize.

For more details on how to update your Square account profile, visit our support center article.

You can link or edit a bank account from your online Square Dashboard. To do so:

1. Go to Account & Settings > Account > Bank Accounts.
2. Click Add Bank Account and follow the prompts for bank verification.

1. Go to Account & Settings > Business > Transfers.
2. Update your transfer preferences per location.
3. Click Save.

Learn more about Square’s transfer options.

1. Go to Account & Settings > Business > Tax Forms.
2. Click Add and enter your tax information as it would appear on a letter from the IRS.
3. Click Save.

Learn more on how to update your taxpayer identification number.

1. Send email to BestRx and Square teams by emailing both sigis-cert@bestrx.com and square-pharmacy-onboarding@squareup.com — this will coordinate SIGIS registration next steps.
2. Square will follow up with more details and share a Unique Merchant ID. This will take approximately one week.

1. Log into SIGIS.
2. Click Add New TPS Certification.
3. Select your software version (BestRx).
4. Select the appropriate Acquirer (Chase Paymentech - Square’s Acquiring bank for these purposes).
5. Enter the Merchant ID (from steps above).
6. Follow any additional steps to submit the certification.
7. Share the confirmation email and a screenshot of successful SIGIS TPS Registration with the Square team (via Onboarding Alias: square-pharmacy-onboarding@squareup.com.
   • If the seller does not have this available, they can contact the SIGIS helpdesk at 905-855-3228.
   • Subject line of that email needed to confirm registration is SIGIS TPS Form: Certified - PHARMACY NAME.

While the pharmacy (assuming hardware is already ordered and BestRx integration has been completed) can begin accepting payments as soon as the account is created and hardware is setup, the HSA/FSA acceptance rates will remain relatively low until SIGIS process is finalized with Card Brands. The current Card Brand SLA is 45 Days.

Note: If desired, this SIGIS process can be done early in the process so that any waiting is done prior to the pharmacy going live. There are no issues with registering an additional acquirer with SIGIS and Square has no monthly/initial setup charges.

To set up Square as your payment processor on BestRx:

1. From your BestRx Point of Sale, navigate to Setup (F2) then select Payment Processor.
2. Select Square as an option from the Payment Processor dropdown.
3. Enter the Application ID, Access key and Location ID provided by Square.
4. Select Add New Device and enter your Daily Password.
5. Enter your device name. Note: The device name can be anything, but it’s recommended to use the register number to easily identify a device if you have multiple.
6. Click Create Code to generate the Device Code that will be used to sign in on your Square Terminal.

1. Lift your Square Terminal out of the box and remove the plastic wrap. 
2. Your Square Terminal should arrive fully charged and ready to use. Press and hold the power button on the left side of the Square Terminal for three seconds.
3. Charge your Square Terminal by plugging the power adapter cable into the power adaptor and plugging the other end of the power adaptor cable into a power outlet.
4. Connect the Square Terminal to your Wi-Fi network:
   • Follow the Get Started prompts on your device. 
   • Select Wi-Fi and choose your network. Enter a password if necessary, then tap Next.
5. Tap Sign In on the Square Terminal and then tap Use Device Code.
6. Enter the device code generated by BestRx POS then tap Sign In.
7. Once you see a Square logo followed by the words, “Powered by Square,” you are ready to use your Square Terminal to accept credit and debit card payments, including HSA and FSA cards.