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Square Integration

Accept credit cards using Square's merchant service while ringing up sales in Ricochet.

Shandara Hart avatar
Written by Shandara Hart
Updated yesterday

Square offers many services so please be advised that this integration is only available with Squares merchant and gift card services and is a Premium paid* add-on.

The integration is specifically designed to only work using Ricochet on a Windows or Apple Mac personal computer (PC) or Apple iPad (using the Ricochet POS iPad App).

Visit Square's website to sign up and purchase your terminal.

NOTE: The only device supported for this integration is the Square Terminal.

Integration Steps For Windows/Mac:

In Ricochet,

  1. Click Preferences

  2. Click Integrations

  3. Click the Square Payments tab with the Premium add-on indicator

  4. Select Monthly or Yearly payment plan

  5. Follow the pop up prompts to complete payment

  6. Click Authorize

  7. Prompted to log into Square, sign in and proceed to 'Allow' integration w/ Ricochet

    NOTE: Your Square login process may require 2-Factor Authorization - complete as instructed through your login.

When rerouted back to Ricochet,

  1. Click Add Terminal

  2. Give it a Friendly Terminal Name

    NOTE: If you have more than one location set in Square, select the Square Location that your transactions will go to

  3. A 6 digit code will present itself or you may need to click 'Get Code' and a spinner will appear signaling the connection attempt to the terminal

  4. On the Square Terminal do NOT use the user name and password credentials, there will be an option for you to select "use code", enter the 6 digit code as shown in Ricochet

  5. Click POS and you are ready to take credit card transactions.

Integration Steps For iPad:

On iPad,

  1. Open the Ricochet POS app

  2. Slide out left hand menu

  3. Tap on Preferences

  4. Tap Integrations

  5. Tap the Square Payments tab with the Premium add-on indicator

  6. Select Monthly or Yearly payment plan

  7. Follow the pop up prompts to complete payment

  8. Tap Authorize

  9. Prompted to log into Square, sign in and proceed to 'Allow' integration w/ Ricochet

    NOTE: Your Square login process may require 2-Factor Authorization - complete as instructed through your login

When rerouted back to Ricochet,

  1. Click Add Terminal

  2. Give it a Friendly Terminal Name

    NOTE: If you have more than one location set in Square, select the Square Location that your transactions will go to.

  3. A 6 digit code will present itself or you may need to click 'Get Code' and a spinner will appear signaling the connection attempt to the terminal

  4. On the Square Terminal do NOT use the user name and password credentials, there will be an option for you to select "use code", enter the 6 digit code as shown in Ricochet

  5. Slide out left hand menu

  6. Tap POS and you are ready to take credit card transactions.

Square processing is a paid add-on, and rates are subject to change at any time. Contact us to learn more.


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