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Square Virtual Terminal

With Virtual Terminal, you can key in card payments right from your computer. Just head to your Square Dashboard and charge your customers in seconds. No extra hardware, reader, or app required. You pay three point five percent plus fifteen cents per transaction, the same rate as other manually keyed-in transactions. And just like other standard Square payments, you get your funds in one to two business days. To take a payment with Virtual Terminal, log in to your Square Dashboard. (As a side note, learn more about the new Square Register here.)

In the left-side panel, click Virtual Terminal, then Take a Payment. Enter the payment amount followed by your customer’s card number, expiration date, CVV, and billing ZIP code. Add a note for your customer, or describe the purchase. Then, click Charge. You can send an email receipt to your customer, or print one out for your records. Once you see Payment Successful on screen, you’re all set. Payments you take with Virtual Terminal appear as card transactions in your Sales reports. In your Transaction Status Report, the source appears as Virtual Terminal. You can edit your Employee Management settings to grant employees access to Virtual Terminal. Start by clicking Employees, located in the left-side panel of your Square Dashboard. You need at least one employee in your employee list. To give an employee access to Virtual Terminal, click the name of the employee whose permissions you’d like to update.

Then, click Edit Role. If it has not been checked off already, toggle on Access Employee Dashboard. Check Take Payments with Virtual Terminal. Then, click Save. After you grant an employee access to Virtual Terminal, they receive an email with instructions on how to use it. Employees can only see account information that you have granted them access to. Whether it’s you or your employees taking payments, Virtual Terminal helps your business get paid fast—no matter where your customers are..

 

How Square Works

You probably know Square as the little white reader that lets you accept payments anywhere. But there’s so much more Square can do to help you work smarter and save time. It all starts with our Point of Sale app. The Point of Sale app is simple, powerful and highly customizable. It works in all kinds of setups, including Square’s beautiful hardware, but right now, we’re going to focus on the apps. First off, you can name and organize your products and you can take pictures of them for faster checkout and less employee training. Which means you or your employees can easily take a payment for, say, a pizza. Just tap the item, add some toppings, then bingo – you’re ready for them to swipe, dip or tap. Learn more about these kind of mobile payments here.

A tip window pops up, customers can then sign and you’re all set. It works perfectly, whether you’re selling clothes, coffee or cradles. But the point of sale app does more than just take orders. It lets you add employees so they can clock in and out, and give them secure permissions to keep control of what they can see and do. You can also create and manage your customer directory, right in the app. You can keep a card on file for regulars, which is great for recurring charges. And through digital receipts, your customers can send you feedback directly, which shows up right in your Dashboard. What’s your Dashboard you ask? Dashboard is a free resource from Square that’s built to help you make better business decisions. When you open it up, you’ll see this main page with high level metrics, and then you can click to see your sales summary, best selling items, and over here, a comparison to previous performance. With real time information, you can keep track of your business constantly…

..from anywhere. You can access your Dashboard with the mobile app, whether you’re at another location, or a beach vacation. You can manage multiple locations all from the same app. You can click here to see sales from different locations and see which employees have sold what. You can also integrate 3rd party software seamlessly through Square Dashboard. You can sync with apps for bookkeeping, tax prep, e-commerce and more. All to help you save time, work smarter and make more. With the Point of Sale and Dashboard apps, it’s easy to get started, train employees, and manage items, inventory and locations – all through your Square account.

Learn more about what else Square can do for your business at Square.com today..

 

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