Square Point of Sale and Online Rental Software: Charge, Swipe and Increase Sales Seamlessly

online rental software

The order experience in EZRentOut is specifically designed keeping the Point of Sale in mind for our online rental software. This includes quick editing of orders, constant feedback as to what’s available, barcode scanner integration and credit card swipe.

The Credit Card Swipe is available with Square, Stripe, Braintree, Moneris, and Authorize.net.

Contents:
1. Integrating the Square account
2. Setting up the hardware
3. Setting up square POS mobile application
4. Charging payments and swiping cards
5. Syncing Square payments with accounting applications

For information on integrating our online rental software with other payment gateways, click: Authorize.net | Stripe | PayPal | PayPal Payflow | Braintree

EZRentOut supports the following features on Square POS Integration

Payment via Mobile App Refund Payments Multiple Gateways QuickBooks Sync (Desktop and Online) Xero Sync

1. Integrating the Square account

1) You’ll need a Square account to manage Credit Card payments via Square POS (Point of Sale). EZRentOut does not charge any commission/fee on a transaction.

2) Set up your Square account from EZRentOut by going to Settings –> Add Ons –> Enable Payments through Credit Card –> Select ‘Use Square’.square pos

Note: If Square is enabled as your preferred payment method in EZRentOut, CC (Credit Card) payments won’t be allowed on the Webstore. Your credit card credentials won’t be saved on file as you’ll be redirected from your Square account on every transaction. You must have Square’s mobile application installed on your device to experience successful payments with Square.

Warning: To enable Square payments, you must disable payments through Webstore under Store Settings –> Order Settings.

3) Once you click ‘Connect with Square’, you’ll need to authenticate your Square account. This will take you to Square’s login page.square login page

4) Once you sign in, provide the necessary permissions to Square. An OAuth dialog box will appear, click ‘Allow’ to continue (see image below):

square oath

5) Once you’ve allowed EZRentOut access to your Square POS account, it will redirect you to your EZRentOut account.

6) You’ll be asked to choose the location in Square where EZRentOut will process your transactions. These locations are predefined in your Square account. For example, you want ‘NYC Headquarters – Accounts’ to record all your transactions. Hit ‘Connect’.square locations

Note: You can always change the Square location from Settings –> Add Ons –> Enable Payment through Credit Card –> Use Square –> Square Location Name. Here, click ‘Change’.

7) Upon successful connection, you’ll be shown a message on top of the Add Ons page and the message ‘You are connected with Square’ will be visible under Enable Payments through Credit card –> Use Square.successful square connection

8) Once you’re all set, scroll down to the end of the settings page to click the ‘Update’ button and save the settings.

2. Setting up the hardware

If you’re looking to charge your customers remotely i.e. without an in-store credit card swipe, you can skip this section. However, if you charge your customers through an in-store credit card swipe, follow Step 3 given in the link below:

Setting up Hardware and the Square App

3. Setting up Square POS mobile application

1) Download the Square mobile application for your device from here: Square Point of Sale – iOS | Android square pos android app

Note: You must also have the EZRentOut mobile application (iOS | Android) installed on your device.

2) Once the Square mobile app is installed, here’s what you need to do. The process is the same for both iOS and Android mobile applications:

– Sign in to the account you’ve integrated with EZRentOut from the Add Ons page.

– The app will require you to enable a few device settings: Location Services, Device Storage, and Phone Access (see image below).device settings

– On enabling Location Services, you’ll have to give the Square app access to your current location.

Note: Location must be enabled under your device’s Location Settings.

– Access permissions will also be required on enabling device storage and phone access.

3) You can now make transactions using Square mobile app on your device.

4. Charging payments and swiping cards

You need the EZRentOut mobile application to charge credit card payments using Square POS, simplifying your rental experience with our online rental software.

1) Click on an order details page, scroll to the bottom, and click ‘Charge Payment’.

order details page

Note: You can receive Credit Card payments via Square POS on all the orders wherever ‘Charge Payment’ is an option. Void and Completed orders are exempted.

2) The ‘Charge Payment’ overlay will appear. Choose ‘Credit Card – Square’ as your payment method. Hit ‘Update’ on the overlay. This will take you to the Square mobile app on the same device.payment method

3) On the Square mobile app, choose ‘Credit Card’. Enter your credit card number or just swipe through the Square reader attached to your device (follow the steps given under ‘Setting up the hardware’ mentioned above in this blog).cc payment on square

4) Upon a successful transaction, a message will pop up. Once done, you’ll be redirected to the order detail page in EZRentOut. The order state will change accordingly. Learn More about the Order States in EZRentOut.

That’s how you can make transactions using Square in EZRentOut, the leading online rental software.

You can also make Square credit card payments for Recurring Orders and Default Invoice Line Items.

Learn More: Charging Payments for Orders in EZRentOut [Video]

5. Syncing Square payments with accounting applications

Whether you’re using Quickbooks or Xero, the following apply:

  • Square customer details and payments sync to the application whenever relevant transactions are synced. 
  • All payments made in the accounting applications are synced to EZRentOut and vice vera.
  • If an EZRentOut customer doesn’t exist in Quickbooks/Xero, they’re automatically created when they rent out an order in EZRentOut.
  • All details (except payments) are pushed from EZRentOut to the application. Transactions, customers or taxes from Quickbooks or Xero are not pulled to EZRentOut.
  • All payments recorded via Square (by default, all rented out orders) can be synced to your accounting application. For QuickBooks, the path is Sales –> Invoices. For Xero, the path is Accounts –> Sales –> Invoices.qb sync

If you’re wondering how to integrate these accounting applications with EZRentOut, read the QuickBooks Online Integration, QuickBooks Desktop Integration, or the Xero integration blogs.

Related Posts:

Accept online payments via Paypal
Add a POS to your front desk
Ways to make Significant Revenue using Equipment Rental Software
5 must-have Equipment Rental Software features to harness Point of Sale
Troubleshoot: Error Message ‘Transactions of this market type cannot be processed on this system’

Share your POS experience with online rental software

For more assistance, drop us an email at support@ezrentout.com. You can also share your ideas on our Community Forum. Visit our knowledgebase or blog for more support posts on our equipment rental software.

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