Square is a payment processor that you can connect to your Business Center account to start accepting payments online. With Square, you can accept all major credit cards and wallet pays options as well, such as Apple Pay, Google Pay, and Samsung Pay.
An added benefit of using Square as your payment processor in Business Center is that it has a two-way sync! So any payments taken in your Square App or on your Square hardware will automatically sync to Business Center and vice versa; payments taken in Business Center will sync to your Square account.
Connect Your Square Account to Thryv
If you already have a Square account, connecting it to Thryv has never been easier! We will walk you through the steps below on how you can start receiving your payments from your customers using your Square account.
Below, we'll show you how to connect your existing Square account from your Settings and also from the Setup Wizard.
Connect Your Square Account from Settings:
You'll click on Settings>Payments>Connect to Square first:
From here, you'll be prompted to log into your existing Square account using your email and password:
Next, you'll want to give Thryv access to your Square account by clicking Allow. It will request permission to do the following:
- Read your payment history.
- Create payments and refunds.
- Read your bank account summary information,
- Read your customer contact information.
- Modify your customer contact information.
- Read your employee information.
- Read your Square orders.
- Update and Create Square orders.
- Process in-person payments on behalf of your account.
You will be redirected back to Thryv and if your Square account was successfully connected, it will now say "Disconnect" under Square.
Should you need to disconnect your Square account for any reason, simply click on "Disconnect your Square account."
Connect your Square Account using the Setup Wizard
Click on the Setup Wizard bar at the top of your Thryv:
You will be asked to complete your Business Profile if you have not done so already. Our Wizard will walk you through each step you need to take!
Complete your Business Profile
Add Your Business Hours
Wait for your business information to be submitted to Yext. Click Next once it hits 100%!
Connect your Square account by clicking on the box that says "Square."
Sign in using your Square credentials
Allow access
Upload Google Contacts if you choose
Add Staff
Success Screen
Once connected to your Square account, you be able to review your payments and paid invoices by going to Sales>Payments Received:
Any payments processed via Square will be listed beneath the client's name. Clicking on the invoice will populate the following screen:
You can click on View Payment in Square or the hyperlink View payment in square to see the transaction in your Square dashboard:
Note: You may be prompted to login.
View of Square Dashboard when you click on the View Payment in Square or View payment in Square hyperlink.
Have a question about Square that isn't covered here? Ask our Community! Get answers from other Thryv users or our Product team. To post, all you have to do is sign in with your Thryv credentials
For an FAQ about Payments, and more specifically, Square, see this article.
Comments
1 comment
Thanks for letting us know! We have updated the link