How to pay an Invoice via Square within CRM
3. When asked how you would like to create a payment, choose SQUARE.
A square payment window will open with all relevant invoice, client and service event details already added on the left-hand side.
4. Select a payment method on the right-hand side of the window:
- Card – use this for clients paying with credit card: card details need to be added
- Cash – use this for clients paying with cash
- Other – this is used to record any cheques
**Do not change the dollar amount from here as it will only deduct/record the invoice amount from the credit card, not the edited amount.
Click on the Pay button and this will process your payment and receipt your invoice.
You will receive a notification pop up for successful or unsuccessful transactions. The successful transaction pop up will contain links for sending out a square receipt, either via email or sms. If you do not wish to send a receipt, click the X in top right corner to close screen.
Payment directly into CRM is now complete.