Use Square Payments as a payment gateway
Connecting your Square account with Occasion is quick and easy. If you don't already have a Square account, you can create a free account here.
- What you need to know
- Connecting Square to Occasion
- Tracking Occasion Sales in Square
- Tracking Sales by Location in Square
- Reporting in Square
- Support questions
What you need to know
- Login and password to your Square account
- Have an active location set up that has credit card processing enabled. If you are unsure how to do this, contact Square Support.
Connecting to Square
- Login to your Occasion account, and click "Settings"
- Click on "Payment Gateway" from the drop-down.
- Select "Connect to Square".
- Sign in to Square by entering the email and password associated with your Square Account.
- That's it! Your Square account is now connected to Occasion!
Tracking Occasion Sales in Square
We recommend adding a new location in your Square account and calling it "Occasion". While connecting your Square account to Occasion, you will be prompted to choose a location. At this time, choose "Occasion". This will help you reconcile your online sales easier.
Tracking Sales by Location in Square
Let's assume you have two locations (each location has different address) in your Square account. Here's how to track sales from Occasion to each location in your Square account.
- You will need two separate accounts on Occasion, one for each location.
- You can connect the same Square account to multiple Occasion accounts.
- During the Square integration process, you will be prompted to choose which location you want to connect. For Location A account, you should choose "Location A" during your integration.
- To switch locations in which your Occasion sales are processed, you will need to "Connect to Square" again.
Reporting in Square
Occasion will send Order ID to Square to help you connect the payment details to Orders in Occasion.
Help I get this error: "Location cannot be blank. A Square merchant must have at least one physical location with which to associate transactions in order to take online payments"
Make sure you completed filling out all the information for your location. If it is not completed you will need to complete this and reconnect in occasion via the Integrations page and select "Square" from the list of available integrations. If you keep getting this error please contact square support and ask them to enable your location for credit card processing.
If you need help connecting your gateway:
- Contact Support Support here