Square

Connect Square to create payment links, send invoices, and manage customer records directly from phone calls.

What It Does

• Creates payment links — Your agent can generate a payment link and send it to the caller
• Creates invoices — Generate and send invoices with line items during or after calls
• Manages customers — Create and update customer records in Square
• Searches customers — Look up existing customers by phone number
• Gets locations — Access your Square business locations for transactions

How to Connect

How It Works During Calls

When a caller needs to make a payment:

1. Your agent creates a payment link with the correct amount
2. The link is sent to the caller via SMS
3. The caller opens the link and completes the payment
4. The payment is recorded in your Square dashboard

Troubleshooting

Payment Links Not Working

1. Verify your Square account is active and in good standing
2. Check that the correct location is selected in settings
3. Ensure your Square account has payment processing enabled

Customer Duplicates

1. Square matches customers by phone number
2. Ensure consistent phone number formatting to prevent duplicates

Connection Expired

1. Square tokens refresh automatically
2. If issues persist, disconnect and reconnect the integration

Tips

1. Set a default location — Choose the correct Square location for your transactions
2. Use for deposits — Collect deposits or down payments by sending payment links during calls
3. Track payments — Monitor payment status in your Square dashboard