## Zoho Inventory Documentation Index

Access the complete documentation index at:
https://www.zoho.com/us/inventory/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Square

Square is a payment platform that lets you accept in-person payments through card readers, POS terminals, and contactless devices. You can connect your Square account to Zoho Inventory and record customer payments collected through Square terminals directly against their invoices.

**Insight:** Square uses an account-based connection — no API keys or merchant codes are required. Zoho Inventory connects to your Square account through a secure authorization process. Ensure you have an active Square account before you begin.

### Set Up Square Terminal

To connect Square, you sign in to your Square account directly from Zoho Inventory. No API keys or merchant credentials are required — the connection is established through Square’s authorization flow.

To set up Square Terminal:

*   Log in to your Zoho Inventory organization.
*   Click the **Gear icon** in the top right corner.
*   Select **Payment Gateway** under _Online Payments_.
*   Click **Set Up Now** next to _Square_.
*   Click **Connect Now**.
*   You will be redirected to Square’s sign-in page in your browser. Sign in to your Square account.
*   Authorize Zoho Inventory to access your Square account.
*   You will be redirected back to Zoho Inventory once the connection is established.

Square Terminal will be connected to your Zoho Inventory organization.

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### Configure Payment Terminal

After connecting Square, you can add and manage your terminal devices to process in-person payments at your store.

To add a terminal device:

*   Log in to your Zoho Inventory organization.
*   Click the **Gear icon** in the top right corner.
*   Select **Payment Gateway** under _Online Payments_.
*   Click **Manage** next to _Square_.
*   Under the **Terminal Devices** tab, click **Add Terminal Device**.

**Field**

**Description**

**Terminal ID**

The unique identifier assigned to the Square terminal device. This can be found in your Square dashboard under _Devices_.

**Terminal Name**

A name to identify and distinguish the terminal device within your organization.

**Payment Gateway**

The payment gateway assigned to process transactions through this terminal. This is pre-set to Square.

*   Click **Save**.

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### Record a Terminal Payment From an Invoice

Use the invoice’s _Details_ page when you want to record payment for a specific invoice.

To record a terminal payment from an invoice:

*   Go to the **Invoices** module under _Sales_ from the left sidebar.
*   Select the invoice for which you want to record payment.
*   Click the **Record Payment** dropdown.
*   Select **Record Payment**.
*   Enter the amount received.
*   Select the terminal payment provider in the **Payment Mode** field.
*   Enter the terminal transaction reference or authorization details shown by the provider.
*   Click **Record Payment**.

If the full invoice amount is recorded, the invoice status changes to _Paid_. If only part of the invoice amount is recorded, the invoice status changes to _Partially Paid_.

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### Record Square Terminal Payments

After setting up Square Terminal, you can record payments received through the terminal from the _Payments Received_ module.

To record the payment:

1.  Go to the **Payments Received** module under _Sales_ from the left sidebar.
2.  Click **\+ New** in the top right corner.
3.  Select the customer from whom you received the payment.
4.  Enter the amount received.
5.  Select **Square** as the **Payment Mode**.
6.  Enter the Square terminal transaction details.
7.  Apply the payment to the customer’s invoice.
8.  Click **Save**.

The payment will be recorded against the selected customer and invoice.

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### More Actions

You can manage your existing Square terminal devices using the following actions.

#### Delete Terminal Device

You can delete a terminal device that is no longer needed.

*   Log in to your Zoho Inventory organization.
*   Click the **Gear icon** in the top right corner.
*   Select **Payment Gateway** under _Online Payments_.
*   Click **Manage** next to _Square_.
*   Hover over the terminal device you want to delete and click the **More** icon.
*   Click **Delete** and **OK** to confirm the action.

#### Edit Terminal Device

You can update the details of an existing terminal device at any time.

*   Log in to your Zoho Inventory organization.
*   Click the **Gear icon** in the top right corner.
*   Select **Payment Gateway** under _Online Payments_.
*   Click **Manage** next to _Square_.
*   Hover over the terminal device you want to edit and click the **More** icon.
*   Make the necessary changes and click **Save**.

#### Mark a Terminal Device as Inactive

You can mark a terminal device as inactive to temporarily disable it without removing it from your configuration.

*   Log in to your Zoho Inventory organization.
*   Click the **Gear icon** in the top right corner.
*   Select **Payment Gateway** under _Online Payments_.
*   Click **Manage** next to _Square_.
*   Hover over the terminal device you want to mark as inactive and click the **More** icon.
*   Click **Mark as Inactive**.

### Troubleshoot Terminal Payment Setup

If Zoho Inventory does not accept the terminal value, check the details in your provider dashboard and try again.

Use this checklist:

*   Check whether the provider generated a new authorization code after the previous one expired.
*   Confirm that the terminal is active in the provider dashboard.
*   Verify that you selected the matching provider in Zoho Inventory.
*   Contact your payment provider if the terminal value is not visible in the provider dashboard.

After correcting the details, update the provider settings in Zoho Inventory and save the changes.