RepairDesk Integration With Square Terminal
Square Terminal integration in RepairDesk helps repair shops process payments faster and reduce friction at checkout. Instead of switching between systems or manually entering amounts, you can create repair tickets, generate invoices, and complete payments using a single portable device. When Square is selected as the payment method, checkout is completed directly on the terminal, with 95% of transactions finishing in under 1.6 seconds, helping keep lines moving and customers served efficiently. Moreover,
- Customers can enter a custom tip or choose from smart tipping options
- Payments can be accepted via magstripe, chip cards, and NFC
- Transaction data is automatically sent to the terminal to reduce manual entry
- Payments are secure and transparent with no lock-in contracts or hidden fees
Available for merchants in Australia, Canada, the UK, and the US.
Connecting Square with RepairDesk
Tap on the 9 dots menu > Integrations
Click the Connect button.
To integrate Square integration with your RepairDesk account, turn the Toggle on.
You will be redirected to the Sign In page for Square. Once on the Sign In page, enter your username and password and click on the Sign In button and then you will be asked to grant permission.
After successfully enabling the integration, select the location as shown below and click Continue. Note: Please ensure that the Location you select in RepairDesk matches the one you have set up in Square.
Choose to enable Tipping by enabling the toggle
Connecting a Terminal
*Make sure you have logged out from your Square account on your terminal before connecting it with your RepairDesk account.
Click on Connect Terminal.
Now enter a suitable name for your terminal and click Continue.
Now enter the generated code into your terminal (Sign in - Use a device code) to pair it with your RepairDesk account.
How to pay using Square?
Once you have enabled Square Integration while checking out you will see Square as a payment method. Select Square, enter the amount and click Process Payment.
If you have more than one terminal connected, select one through which you want to process the payment.
On selection of a terminal, it will show the amount to be deducted and you can swipe a card there.
On successful payment a success message will occur.
How to refund using Square?
Click Refund next to the invoice you want to reimburse.
ii. Now click Proceed. (If you want to add details then click on Refund Details)
Enter the amount and then click Refund, on successful payment refund a success message will occur.
Please note that certain banks, like Interac in Canada, mandate the physical presence of the card to facilitate refunds. If this applies, you'll need to disconnect the integration to complete the refund process.
FAQs
- US
- UK
- Canada
- Australia
Yes! Previously, refunds for Interac transactions required the customer to be physically present with their card, or you had to disconnect the Square Terminal and process the refund directly from Square, which was both time-consuming and inconvenient.
With the latest update, this limitation has been resolved. You can now process Interac refunds smoothly without the need for a physical card. This enhancement makes the refund process much faster and more convenient for both you and your customers.
Verify Invoice Amount
Ensure the invoice total is greater than $0.00
Payment methods will not appear for zero-balance invoices
Confirm Active Store
For multi-store accounts, verify that you are logged into the correct store location
Switch stores if required and re-open the invoice
Check Invoice Payment Status
Review the invoice to confirm it has not already been marked as Paid
If the invoice is already settled, the Square payment option will not be displayed
Verify Invoice Amount
Ensure the invoice total is greater than $0.00
Payment methods will not appear for zero-balance invoices
Confirm Active Store
For multi-store accounts, verify that you are logged into the correct store location
Switch stores if required and re-open the invoice
Check Invoice Payment Status
Review the invoice to confirm it has not already been marked as Paid
If the invoice is already settled, the Square payment option will not be displayed
Step 1: Sign Out of the Square Terminal
Swipe right to left on the Square terminal screen
Open the Settings menu
Scroll to the bottom and tap Sign Out
Step 2: Sign In Using Device Code
On the Square terminal, select Sign in using device code
Do not sign in using Square email/password
Step 3: Generate Device Code from RepairDesk
In RepairDesk POS, click the 9-dot menu (top-right corner)
Navigate to:
Integrations > Payments > Square
If the Square account has multiple locations:
Select the correct Square location
A list of connected terminals will appear with a device code next to each terminal
Enter the displayed code on the Square terminal
Successful Connection Confirmation
Once linked correctly, the Square terminal will display a black screen with “Powered by Square”
This confirms the terminal is successfully linked to RepairDesk
Payment requests should now appear directly on the terminal when initiated from POS
Swipe right to left on the Square terminal screen
Open the Settings menu
Scroll to the bottom and tap Sign Out
On the Square terminal, select Sign in using device code
Do not sign in using Square email/password
In RepairDesk POS, click the 9-dot menu (top-right corner)
Navigate to:
Integrations > Payments > Square
If the Square account has multiple locations:
Select the correct Square location
A list of connected terminals will appear with a device code next to each terminal
Enter the displayed code on the Square terminal
Once linked correctly, the Square terminal will display a black screen with “Powered by Square”
This confirms the terminal is successfully linked to RepairDesk
Payment requests should now appear directly on the terminal when initiated from POS
OR
Navigate to:
Integrations > Payments > Square
Verify that the correct Square account location is selected
Reconnect the Square terminal using the device code method outlined above
Retry the payment after reconnection
Navigate to:
Integrations > Payments > Square
Verify that the correct Square account location is selected
Reconnect the Square terminal using the device code method outlined above
Retry the payment after reconnection
1. Verify Transaction Status in Square
Log in to the Square Dashboard
Locate the transaction or refund in question
Confirm whether the payment or refund has been successfully completed
Log in to the Square Dashboard
Locate the transaction or refund in question
Confirm whether the payment or refund has been successfully completed
2. If Payment / Refund Is Confirmed in Square
Safely close the payment window in RepairDesk
Refresh or reopen the POS session
Record the transaction manually in RepairDesk using an offline payment method
Enter relevant transaction details from Square (amount, date, TX reference if available)
Safely close the payment window in RepairDesk
Refresh or reopen the POS session
Record the transaction manually in RepairDesk using an offline payment method
Enter relevant transaction details from Square (amount, date, TX reference if available)