Accepting mobile payments using Square
Using Wild Apricot's mobile app and Square's Point of Sale app (formerly Register), you can accept credit card payments from your mobile device and record those payments in your Wild Apricot account. Square provides financial processing services and a card reader attachment for mobile devices.
What you need to get started
- a Wild Apricot account
- the Wild Apricot mobile app on iOS or Android
- a Square account
- Square's Point of Sale app (formerly Register)
Enabling Square integration
Before you can use Square to accept payments from your Wild Apricot app, you need to enable Square integration within your Wild Apricot account. To enable Square integration, follow these steps:
- From a browser, log into your Wild Apricot account as a full administrator.
- Under the Finances menu, select the Square Register integration settings option.
- On the screen that appears, click the Enable registration button.
- When prompted, log into your Square account.
Once you log into your Square account you will be returned to Wild Apricot and the Enable integration will be replaced by a Disable integration button, which you can use to disable Square integration.
Using Square to accept payments
Now that you have enabled Square integration, you can accept credit card payments from your Wild Apricot mobile app. When you click the Pay button from a contact's Finances tab, a Use SquareUp button will appear on the Record payment screen.
You can click the Use SquareUp button to process a credit card payment for this invoice using Square. After you click this button, you will be asked for permission to open the Square Point of Sale app. From the Point of Sale app, you enter the credit card number or use the card reader to swipe the card. Once you complete the transaction within the Point of Sale app, you will be returned to your Wild Apricot app, and the payment details will be recorded in your Wild Apricot account. Within the payment details, the Square Up transaction ID will be recorded in the internal notes.
Refunds processed through Square for payments made via the Wild Apricot app will not get automatically recorded in your Wild Apricot account.