Using Square as a Payment Provider for POS and Mobile Payments
What is Mobile Payments with Square?
Accepting in-person payments becomes simpler with Square integration in your CRM's mobile app. Whether you process transactions manually or with a card reader, you can connect Square and handle customer purchases from anywhere. This provides smoother transactions, quicker checkouts, and greater flexibility for businesses operating outside traditional settings.
Requirements and Limitations
The Mobile Payments feature is currently available only for accounts based in the United States, Canada, the United Kingdom, and Australia.
Key Benefits of Mobile Payments with Square
Understanding the advantages of mobile payments through Square helps streamline customer checkout experiences and increase sales flexibility:
- Accept card payments securely and quickly in person
- Use existing Cards on File for faster checkouts
- Manually enter card details when needed
- Link a Square Reader for seamless card tapping or swiping (iOS exclusive)
- Integrate easily into your mobile workflow through the CRM mobile app
- Prepare for future support of Square Tap to Pay (coming soon)
How to Set Up and Use Mobile Payments with Square
Follow these steps to ensure your CRM mobile app is ready to collect payments using Square efficiently.
1. Connect Your Square Account
Go to Payments → Integrations on the CRM web platform. Connect your Square account. If already connected, re-initiate the connection to enable mobile compatibility. Select an active Square Location under Square Live Mode.
2. Enroll in Public Beta
Join the CRM public beta program to access the new Square mobile features.
3. Link a Square Reader (Optional for iOS)
Open the mobile app. Navigate to Settings → Square Payment Devices. Follow the prompts to connect your Square Reader via Bluetooth.
4. Start a Transaction
Open the mobile app and select the sub-account linked to Square. Tap POS and start a new transaction. Enter a custom amount and/or add items from your product catalog.
5. Process the Payment
Link a contact to the transaction. Choose Square Payments as the payment method. Either tap or insert the customer's card via a connected reader, or choose Manual Card Entry to input card details manually.
6. Confirm and Charge
Tap Charge to complete the transaction. Congratulations! You have accepted your first payment via Square.
Cards on File
Cards on File with Square simplifies repeat transactions and speeds up in-person payment collection:
- Quickly charge existing saved cards during checkout
- Add a new card on file directly through the payment screen for future use
- Improve transaction efficiency and customer convenience
Manual Card Entry
Manual Card Entry is a flexible option for charging customers without needing a physical card reader:
- Securely enter the customer's card details within the app
- Ideal for collecting payments over the phone or in environments without card readers
- Provides a backup option when readers are unavailable
Square Reader Support (iOS Exclusive)
Connecting a Square Reader allows for a smoother checkout experience, supporting tap, swipe, and chip card transactions:
- Easily link your Square Reader via Bluetooth from app settings
- Accept physical card payments faster by tapping, inserting, or swiping
- Ensure seamless in-person experiences, especially for high-traffic situations
Note: Square Reader support is currently available for iOS devices only.
Frequently Asked Questions
Q: Can I use a Square Reader with Android?
Currently, Square Reader support is available only for iOS devices. Android compatibility is under review for future updates.
Q: Is Tap to Pay available now?
Yes! Tap to Pay for Square is now supported. You can accept contactless payments directly on your iOS device without additional hardware.
Q: What happens if I already connected Square before this update?
You must re-connect your Square account under Payments → Integrations to ensure mobile payment compatibility.
Q: Can I manually enter a card without a reader?
Yes! Simply select Manual Card Entry after choosing Square Payments.