Guide for WooCommerce POS Square Terminal

WooCommerce POS Square terminal plugin allows the WooCommerce store admin to accept payments at their point of sale outlets via Square payment terminal.

The admin an easily connect the respective square payment terminal to the WooCommerce POS system which is a web-based point of sale system.

POS agents will have to select the Square terminal as payment method at the POS outlet checkout.

Then the payment can be done by using a credit or a debit card by the customer.

If you are looking to integrate the Stripe terminal in the POS system, check the WooCommerce POS Stripe Terminal connector.

Note:

• This is an add-on plugin, so you must first have installed the Point Of Sale System for WooCommerce.
• This module is also compatible with the latest WooCommerce feature block-based checkout.

• Customers can pay at the POS outlets via credit/debit cards using the Square payment terminal.
• POS agents can accept payments from customers via Square payment terminal.
• The store admin can make a square terminal payment via POS.
• The POS agents can make a default payment gateway as a square.
• The admin can allow simulators for test payments via square.
• Support for almost all kinds of cards including Visa, Mastercard, American Express & Discover.
• Connect your pos outlet with Square locations.
• Connect multiple Square readers with same locations.
• Show default reader state list on location readers.
• Set Square terminal as default payment method for POS checkout.

The user will get a zip file for the WooCommerce POS Square Terminal plugin that has to upload in the “Add New” menu option in the WordPress admin panel.

Login to the WordPress admin panel, hover your mouse over the “Plugins” menu option which brings out a Sub-Menu, and then select the “Add New Plugin” option.

After this, you will see an option on the top of your page that is “Upload Plugin”. Click the option to upload the zip file.

Now, you will see a button “Choose File”. Click on the button to browse for the zip file.

After that, click the “Install Now” button to install the plugin.

Henceforth now, click on “Activate Plugin” to activate the installed plugin.

Navigate to the squareup website. Here, to register tap the Sign up link.

After that, enter your email, password for the account and tap Continue.

The account gets created and you need to add few information before checking the dashboard.

After creating the account navigate to the Square developer portal.

Here, log in by tapping the Sign In button.

To login enter your credentials and proceed further.

After login, tap the Developer Dashboard account option.

This brings up the Create Application section, tap the + to add.

After that, set the name for the application that you are creating.

Tap the Next button after that.

Now, choose the application to accept payments.

Tap the Next button after that.

Now, choose the audience for your application.

Lastly, tap the Complete button.

The application gets created.

Now, navigate to the application section and you can see the created application.

For the same, tap the Open button and then navigate to the Sandbox Test Accounts.

Now, create a new sandbox test account for the created application by tapping the respective button.

After that enter the –

• New Sandbox Test Account Name
• Choose the Country of use and tap the Create button after that.

Now, you will get the Access and Refresh Token for configuring in the WooCommerce backend for the Square Payment terminal.

Check how to activate your WooCommerce plugin through the purchase code.

After successful installation of the plugin, login to admin backend and navigate through WooCommerce->Settings->Payments->POS Square Reader Gateway.

Tap the manage button to configure the POS Square Reader Gateway.

Here, the admin will have to –

• Enable/Disable – Enable the POS Square terminal gateway by checking the checkbox.
• Default Gateway – Choose the option to make the square reader as the default payment gateway for the Point of Sale terminal.
• Title – Set the title of the payment reader visible at the POS.
• Description – Set the description for the payment method.
• Use Simulator – Enable to simulate the payment process.
• Test mode – Check to Enable test mode or Unchecked to use in live mode.
• Set Default Reader Status – Choose what the Square Reader status after connection will be –
  Unpaired, Paired, Expired, or Unknown.
• Square Test Access Token – Enter the test credential if using in the test mode.

• Refresh token – Enter the Square Test Refresh token generated within Square Payment gateway.
• Square Live Access Token – Enter the Square live Access token generated within Square Payment gateway.
• Square Live Refresh Token – Enter the Square Live Refresh token generated within Square Payment gateway.

Lastly, save the configuration settings.

Navigate through Point Of Sale->Settings->Payments.

Now, the POS Square Reader is visible under payment methods of the WooCommerce POS system.

You can edit, delete or configure the Square reader as required.

Edit Square Reader –

After tapping this option you will see the below section.

Here, the admin will be able to –

• Payment Name – Set the name that is visible to the pos agent while selecting the payment method at POS checkout.
• Payment Slug – Set the slug for the payment method section.
• Payment Description – Set the description for the payment method.
• Status– Enable or disable the status of the Square Reader.

After tapping the Setup Reader below section appears.

Here, the admin will tap the Create Location button and the pop-up appears for the same.

Here, the admin will –

• Add the address
• Administrative district level
• Choose the country
• Enter the Sub-locality

• Enter the user details
• Enter the co-ordinates of the POS location
• Setup the details of the location
• Add the Social media URLs

• Enter the language code and Misc. required information
• Choose the status as Active or Disabled
• Select the Type of the location as Physical or Mobile

Lastly, tap the Create location button.

The location gets created and you can see it within the same section.

For the added location, tap the readers button and below section appears.

To pair a Square terminal device to the POS location, tap the create device code button.

Enter the Square terminal device name and tap create code button.

Device ID is generated.

Now, you have a small window(5 minutes) to pair the Square terminal to your location and for that enter the Device ID on the Square terminal.

After that, the square terminal will be connected to your POS location and you are up and ready to take payments from the location via Square payment terminal.

Navigate through Point of Sale->Outlets->and edit the respective outlet.

After tapping the edit option below section appears.

After that, navigate to the –

• Additional Payment Option – Select Square Reader
• POS Outlet Square Location – Select and assign the POS location that you had created.

Lastly, save the POS outlet.

First, the POS agent will select the connected Square reader for the POS location and then proceed further.

The POS agent will add products to the cart and go to checkout.

Set the amount to be paid and tap Confirm Payment & Generate invoice button.

Use the credit or debit card of the customer to make the payment via the square payment terminal.

After the payment goes through the receipt gets generated at the POS.

The sales made using the Square terminal are visible to the admin in the Square dashboard.

Order with payment details.

Order details.

That’s all for WooCommerce POS Square Terminal plugin.

For any further queries or doubts kindly reach out to us at [email protected]

You can also check out POS development services.