Selling in person with Squarespace point of sale - Squarespace Help Center
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Selling in person with Squarespace point of sale – Squarespace Help Center

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If you sell products in person at markets or craft fairs in the US, you can use the SquareSpace app as a point of sale (or POS) system. When you use the Squarespace app with a compatible Square Reader, sales you make in person update your inventory, show up in the Orders Dashboard, and are included in your sales analytics. payments are processed by square and the funds go to the bank account linked to your square account.

what is the difference between square and square space?

squarespace and square sound similar, but they are different companies. We are Squarespace and we sell websites, domains, and other tools to help you run your online store. square makes credit card readers that connect to your smartphone and other point-of-sale devices to accept payments in person. You may have seen square card readers in your neighborhood cafes and stores.

Reading: How to connect squarespace reader to.phone

eligibility

you can use the point of sale if:

  • sell physical products or services in the us. uu.
  • are on squarespace’s basic or advanced commerce plan, or the latest legacy commerce plan
  • have site owner or admin permissions
  • have an iphone or ipad with the squarespace app version 1.48.0 or higher
  • have a square account
  • have a square reader for magstripe or contactless and transactions with tabs

squarespace point of sale doesn’t work with:

  • square registration, support or terminal
  • subscription products

If you already use square for inventory management, this integration is separate from your square inventory. point of sale connects in-person sales with your squarespace inventory.

sell in person on an android device

squarespace point of sale is only available on the squarespace ios app, but android users can make sales in person with a square reader using the square android app. We recommend connecting to the backbone or inbound cloud extensions to sync your inventory between square and squarespace automatically.

accepting payment

You can accept magnetic stripe or chip cards from these services:

  • american express
  • discover
  • jcb
  • mastercard
  • unionpay
  • visa

you can also accept apple pay.

it is not possible to accept afterpay or clearpay through the point of sale.

get a square reader and create a square account

can accept card payments with a square reader for chip, contactless and magnetic stripe transactions. These little credit card readers connect to your smartphone through its headphone jack, Lightning connector, or Bluetooth. this is how they look:

Square_Readers.png

  1. visit square to get a card reader.
  2. when you order a reader, you’ll create a square account. square asks for details about your business and other information they need to verify your identity.
  3. to accept credit card payments, link your bank account to square.
  4. wait for your reader from square arrive by mail.

if you have a second hand square reader and you don’t have a square account, sign up here for a square account.

set point of sale

When you have a square account and a compatible reader, you can set up point of sale in the squarespace app.

  1. Open the squarespace app.
  2. If prompted, sign in or select your site.
  3. Tap the commerce tab.
  4. tap + in the top right corner, then tap start a sale.
  5. accept all three permissions. the app needs microphone permissions to accept the magnetic stripe card reader, which plugs into the headphone jack.

If prompted, tap get started and follow the onscreen steps to connect your square account, choose a location, and connect a card reader. If no prompt appears, follow these steps to finish configuring the point of sale:

step 1: connect a square bead

  1. tap the settings icon.
  2. tap payment.
  3. tap connect account square.
  4. enter your square credentials and allow permissions.
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step 2: connect a square reader

  1. in settings, tap payment.
  2. tap square account.
  3. tap readers cards .
  4. tap connect a reader.
  5. follow the on-screen prompts to connect a bluetooth reader, or connect a magnetic stripe reader to your headphone jack.

step 3: start selling on the products screen

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to return to the products screen:

  1. press x.
  2. press pay.
  3. press back.

make a sale in person

before selling, please note:

  • on the product screen, products are displayed in alphabetical order
  • the point of sale displays up to 500 of your most recent physical and service products
  • the subscription products are not displayed
  • out of stock products are not displayed unless you enable the option in your settings

to make a sale:

  1. plug the magstripe card reader into the headphone jack or check the connection of the bluetooth card reader.
  2. on the products screen, search or scroll to the item you want sell. If you’re selling a product or add-on that isn’t in your squarespace inventory, you can also choose custom quantity.
  3. if applicable, select a variant and set the quantity.
  4. tap add to bag.
  5. continue adding items to the bag, or tap bag to checkout.
  6. review the details of the order. tap edit under an item to change the variant or quantity, or tap delete to remove all items from the bag.
  7. (optional) set one – time discount or adjust taxes.
  8. When you’re ready to pay, tap charge.
  9. ask your customer to swipe, insert or touch their phones using the square reader. To manually enter your credit card number, tap manual credit card entry. to accept cash, tap cash.
  10. after the transaction, the app prompts your customer to enter their email address to receive a receipt. if they don’t want a receipt, tap skip.
  11. the app asks your customer to sign up for your newsletter. if they don’t want to, tap done.
  12. when you finish the transaction, the order automatically shows as fulfilled in orders panel in the main squarespace app and on the computer.

create a unique discount

If you negotiate wholesale prices or offer impromptu discounts, you can create a unique discount for your customer.

  1. On the purse screen, tap discount.
  2. toggle between percentage and amount .
  3. set the discount.
  4. tap add discount.

If the items in the bag are eligible for an existing discount, tap existing and choose the discount you’d like to apply. automatic discounts are not supported.

adjust taxes

The point of sale uses your location and existing tax rules in squarespace to apply the local tax rate to orders. If the app displays a tax rule for the wrong location, you can apply a different tax rule to the sale:

  1. On the stock screen, tap edit below the current tax rule.
  2. drag the marker on the map or tap your location.
  3. Enter a new zip code and choose from the suggested locations.
  4. Tap bag in the upper left corner.
  5. If you don’t have a tax rule for the new location, the tax rate for that city is displayed as 0%. tap the arrow to sign in to your squarespace site and create a new tax rule. For more information, visit tax settings in squarespace.

    accept cash

    You can accept cash through the point of sale without a card reader, but you still need a square account to connect the transaction to your squarespace store.

    to accept cash at checkout:

    1. at the checkout screen, tap cash.
    2. enter the amount the customer gives you.
    3. tap offer
    4. strong>.

    5. the application shows the due change.

    redeem gift cards

    You can’t accept gift cards at the point of sale, but you can redeem some or all of a gift card’s balance in the iOS Squarespace app. To redeem a gift card balance in conjunction with a sale, you’ll need to switch between the point of sale and the discount panel in the iOS app. this feature is not available in the android squarespace app.

    To apply a gift card balance to a point of sale transaction:

    1. In the ios squarespace app, tap commerce, then tap the label icon in the upper right corner.
    2. tap + in the upper right corner, then tap redeem a gift card.
    3. enter the gift card code to see the balance and confirm with the customer how much will be applied to the sale.
    4. open point of sale.
    5. add a one-time discount for the amount the customer wants to redeem.
    6. after of the transaction, return to the discounts panel and redeem the gift card for the amount of the discount.

    send receipts

    After each sale, the app asks for the customer’s email address to send a receipt. touch skip if you don’t want a receipt.

    You will receive a transaction receipt from the merchant via email. You can also view the order from the orders tab in the squarespace app or the orders dashboard on desktop.

    collect newsletter subscriptions

    After each sale, customers can sign up for a mailing list. If you’ve already added a newsletter subscription option to pay, point-of-sale subscribers are added to that list. otherwise, customers are added to a placeholder mailing list in squarespace email campaigns called default. To learn more about using email campaigns with your online store, visit Using Email Campaigns with Squarespace Commerce.

    view sales

    Tap the settings icon in the top right corner of the point of sale to get an overview of how much you’ve sold today. this resets every day.

    In-person sales are displayed in the merchant orders tab and are automatically marked as fulfilled. you can review which orders were placed through the point of sale and how the customer paid. customers who share their email addresses at the point of sale are also displayed in the customers tab.

    visit the sales analysis to compare sales in person with sales online.

    To view transactions on square, visit your square sales overview. For more information, visit the square documentation.

    refund a payment in person

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    To refund a squarespace in-app purchase:

    1. exit the point of sale.
    2. tap commerce.
    3. in the orders tab, tap the drop down, select fulfilled.
    4. tap order.
    5. tap manage.
    6. tap issue refund.
    7. enter the refund amount.
    8. tap ok.
    9. in the message of confirmation, tap refund.

    items return to your inventory, as do refunds from online sales. refunds include the square processing fee. tap sell now to return to the point of sale.

    connect a square bead

    to connect a square bead:

    1. at the point of sale, tap the settings icon in the upper right corner.
    2. tap checkout.
    3. tap connect square account.
    4. enter your square credentials and allow permissions.

    You can also connect to square in your payments settings on a computer.

    To disconnect your square account, tap the account on the payment settings screen, then tap disconnect account.

    check your card reader connection

    verify your card reader connection in point of sale settings:

    1. at the point of sale, tap the settings icon in the upper right corner.
    2. tap checkout.
    3. tap square count.
    4. press card readers.
    5. connected readers show a ready status.
    6. to connect a magnetic stripe reader, plug it into the headphone jack.
    7. to connect a bluetooth reader for contactless and chip transactions, tap connect a reader and follow the steps on the screen.

    When the reader is connected, return to the products screen to start selling.

    point of sale configuration

    To change your point of sale settings and see how much you’ve sold today, tap the settings icon in the top right corner of the point of sale.

    • payment ooptions: change the square account, the location and the card reader connected to the point of sale.
    • display oroptions: Choose between a grid and list layout on the products screen, and whether to display stock levels and sold. off articles.
    • mailing list subscription: Enable or disable the newsletter subscription notice at checkout and change the connected mailing list.
    • taxes: Change the location the app uses to choose which sales tax rules to apply, or create new sales tax rules. For more information on taxes, visit Setting Up Automatic Tax Rates in the United States.
    • Exit Point of Sale – return to the main Squarespace app.

    sale exit point

    to exit the point of sale:

    1. tap the settings icon in the upper right corner.
    2. tap exit point of sale.

    You will return to the orders tab of the squarespace app.

    who to contact for assistance

    for payment failures, contact plaza. squarespace’s customer support team can help you use the squarespace app and connect a square account to your store.

    see the square documentation for help with:

    • set up your square account
    • link and edit square connected bank account
    • square chip card reader errors
    • square magstripe reader bugs

    frequently asked questions

    what is a business location?

    In square, you can create multiple business locations for a single account to manage revenue from different stores. a default location is automatically created for you in the square based on your business information. you don’t need to create multiple business locations in square to use this integration.

    can I use point of sale on multiple devices at the same time?

    yes. you can process payments using multiple devices at the same time. this is a good option if you have more than one seller working with buyers.

    why doesn’t the credit card option appear?

    If the credit card option does not appear in the squarespace point of sale, it means that your square account is not connected or not fully set up. To resolve this, connect your square account and link your bank account to square.

    what are the transaction fees?

    square’s processing fees vary depending on how the payment is made. visit the square documentation for more information.

    Please note that square’s processing fees are not included if you export sales data from your squarespace site. To find the processing fee amounts for the products you sell, sign in to your square account.

    why did my client receive a receipt from square?

    square can send automatic receipts to customers who make purchases through the point of sale. If a customer opts to receive a receipt from your store at checkout, they may receive two emails summarizing the transaction, one from your store and one from square. customers can opt out of automatic receipts in your square settings.

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