Square Payment

What this is for

• Take in-person payments for bookings on a Square Terminal. The result is recorded on the booking automatically.

• Send each property's payments to the right Square location.

• Let guests pay with the methods your Square Terminal accepts, such as cards and digital wallets.

How to use it

1. Go to Integrations > Payment and click Connect on the Square card.

Integrations Payment tab with the Square card showing Not connected and a Connect button

2. Tick I understand and want to continue., click Confirm, and sign in to your Square account.

02-connect-consent.png · Connect to Square

3. Click See details on the Square card. On Connection Details, check the Default Square Location. To change it, click Edit, choose a location and click Save. The default location is applied to all properties, including new ones.

Square card showing Connected and a See details button

04-integrations-square-connected.png · Square connected

Connection Details page with the Default Square Location, the Property Mapping and Terminal Mapping tabs, and a list of properties with their Square Location and number of paired terminals

05-square-details.png · Connection Details · Property Mapping

Set Default Square Location pop-up with the Default Square Location dropdown and the Cancel and Save buttons

06-edit-default-location.png · Set Default Square Location

4. To use a different location for one property, click the property in Property Mapping, then click Edit next to Square Location.

Property page showing Basic Information with the Square Location and its Edit link, and the Paired Terminals list with terminal name, device ID and status

07-property-square-detail.png · Property details and paired terminals

Edit Square Location pop-up for one property with the Square Location dropdown

08-edit-property-location.png · Edit Square Location

5. Open the Terminal Mapping tab and click Add New Terminal. Enter a Terminal Name, choose the Square Location, and click Continue.

Terminal Mapping tab with the note that unpairing can only be done in the Square Dashboard, the Add New Terminal button, and the list of terminals

09-terminal-mapping.png · Terminal Mapping

Add New Terminal pop-up with Terminal Name, Square Location and the Continue button

10-add-new-terminal.png · Add New Terminal

6. On your Square Terminal, tap Sign In, choose Use a Device Code, and enter the pairing code shown in Delta PMS before the timer runs out. Click Regenerate code if the code expires.

Pairing Code pop-up with a six-letter code, a copy button, Regenerate code, pairing instructions, a countdown timer and Waiting for terminal pairing

7. To take a payment, open the booking, go to Payment, click Add payment, select Direct payment and click Next. Then select Square under Select payment channel.

Add Payment pop-up with the invoice selected and Direct payment chosen

12-add-payment-direct.png · Add Payment · Direct payment

Select payment channel dropdown listing Stripe, Flywire, Square and Manual payment

13-select-channel-square.png · Select payment channel · Square

8. On In-person (POS Terminal), select the terminal, tick the agreement, and click Next. Check the Payment Amount and click Send to Terminal. The guest pays on the terminal, and the payment appears in the Payment List.

In-person POS Terminal tab showing the mapped Square location, a terminal search, the selected terminal and the agreement checkbox

14-square-terminal-pos.png · Choose a terminal

Payment details with Payment Channel Square - Terminal, Payment Amount, Payment Remarks and the Send to Terminal button

15-send-to-terminal.png · Send to Terminal

Waiting for Payment pop-up with the amount due, a countdown and a Cancel payment button

16-waiting-payment.png · Waiting for Payment

Payment Received pop-up with the paid amount and a Finish button

17-payment-received.png · Payment Received

Payment List showing the terminal payment with its collected amount and remaining amount due

18-payment-list-square.png · Payment recorded on the booking

Things to know

• Guests have 5 minutes to pay on the terminal. Square (Terminal Payment) is listed under Manual booking in Settings > Payment with a 5 minute time limit. While you wait, you can click Cancel payment.

• Declined payments can be retried. If the payment fails, a Payment Declined message appears. Click Try again, or click Cancel to stop.

• Unpairing, removing and disconnecting. Terminals can only be unpaired in the Square Dashboard. If you cancel the pairing code, the terminal stays in Terminal Mapping as Offline. Click Remove to delete it from the list. [NEEDS REVIEW: what the Retry button does was not tested.] If you click Disconnect, Delta PMS no longer receives updates for payment requests already sent, and you need to connect again to use Square.

• How to Add Payment

• Setup Payment Channel Through Delta PMS Host

• What is Payment Status

What this is for

How to use it

Things to know

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