WooSquare Pro

After downloading zip file from codecanyon.net then Open WordPress dashboard and on your left side click on Plugins,select Add New and click on upload Plugin as shown below

As soon as you click upload Plugin, New window will appear, just click on Choose File button to locate your plugin zip file and select Install Now button as shown below

Let installation complete, click on Activate plugin and you will see in next window Plugin activated

 

• WooCommerce 
• WooSquare
• Square Account – Don’t have a Square account? Click here and Sign Up.

• Now navigate to the Admin Dashboard → Woo-Square.

• Click on the Connect with Square button to connect your Square account with your website if you don’t have a Square account click on the SIGNUP button or Click here to SignUp.

• If you’re not logged in into your Square account then you’ll be redirected towards the Square login page.
• Enter the credentials of your Square account and log in.

 

• If you’re already logged in into your Square account then an authentication page will appear.
• Click on the Allow button.

• Once done, click on the THAT’S MY SITE – REDIRECT ME button to complete the connection.

• Now Select Location and click on the Save Changes button.

Back-End Configuration

 

• Click on the Access your Module button.

 

• OR you can also go to Admin Dashboard → Woo-Square → Plugin Module to access your module.

 

• Enable the Square Payment Gateway toggle button.

 

• Once the operation is successful, you’ll receive a notification that Addon Successfully Enabled!.

 

• Once this is enabled, an option titled Payment Settings is added in the admin panel of WP.
• Go to Admin Dashboard → Woo-Square → Payment Settings.

ENABLE/DISABLE

• To enable the Square payment gateway on WooCommerce checkout, click the Enable Square checkmark.

TITLE

• Set the title of the card, which will display as title outside the credit card field.

DESCRIPTION

• The description will display before the credit card fields, any specific instructions can be given through this option.

 

DELAY CAPTURE

• Delay capture can be used when a customer makes an in-store purchase from a merchant, the merchant may want to authorize funds at the time of purchase, and capture funds when the item ships from the warehouse, this can be done through delay capture of all card payments in a transaction.

CREATE CUSTOMER

• By enabling this option, the plugin will create a customer profile in Square, this profile will hold all the data of the specific customer like orders, transactions, etc.

LOG DEBUG MESSAGES

• If selected this setting will record debug messages in the WooCommerce System Status log.

SEND CUSTOMER INFO

• The Admin can checkmark the Send first name last name checkbox to enable it. This will send the first name, last name, with an order to square.

 

 

ENABLE/DISABLE GOOGLE PAY

• Enable your customers to make payments through Google Pay.

ENABLE/DISABLE ACH PAYMENT

• ACH Payment allows the user to pay with their Bank Account on the checkout page.

ENABLE/DISABLE AFTER PAY

• Enable your customers to make payments through After Pay.

ENABLE/DISABLE CASHAPP PAY

• Enable your customers to make payments through CashApp Pay.

ENABLE/DISABLE APPLE PAY

• Enable your customers to make payments through Apple Pay.

 

 

• You can also connect to Square sandbox for making test payments. In sandbox mode no live transactions are made.
• Go to API Square settings tab.
• Just click the toggle button on top, it will take you to Sandbox mode.

• Make sure Square Sandbox Dashboard is opened in another tab of your browser.

 

• Click on the ‘Connect Square (sandbox)’ button.
• Once done, click on the THAT’S MY SITE – REDIRECT ME button to complete the connection.

• Select Location and click on the Save Changes button.

Back-End Configuration

• Go to Admin Dashboard → Woo-Square → Payment Settings.

• Now you’re on the Square Payment Gateway Settings page.
• Go to the Google Pay option.
• Checkmark the Enable Google Pay checkbox to activate this functionality.

• Click on the Save Changes button.
• Now navigate to the Go to Admin Dashboard → WooCommerce → Settings.

• Go to the Payments tab.
• All the Payment methods are present in this tab.
• Click on the Square Google Pay option or click on the Manage/ Setup button (Present at the right side of every respective payment option).

• Now you’ll be on the Square Google Pay settings page
• Enter the Title.
• Enter the Description.
• You can also enable the Delay Capture and Logging option according to your requirement.

• Once done, click on the Save Changes button.

Front-End Impact

• Go to your Store
• Select an item and complete the process to move towards the Checkout page
• Select the Google Pay payment method
• Click on the Buy with G Pay button.

• Once done, a popup will appear.
• Enter all the required credentials and click on the CONTINUE button to complete the process.

Back-End Configuration

• Go to Admin Dashboard → Woo-Square → Payment Settings.

• Now you’re on the Square Payment Gateway Settings page.
• Go to the Apple Pay option.
• Checkmark the Enable Apple Pay checkbox to activate this functionality.

• Click on the Save Changes button.
• Now navigate to the Go to Admin Dashboard → WooCommerce → Settings.

• Go to the Payments tab.
• All the Payment methods are present in this tab.
• Click on the Square Apple Pay option or click on the Manage/ Setup button (Present at the right side of every respective payment option).
• Now you’ll be on the Square Apple Pay settings page
• Enter the Title.
• Enter the Description.
• Enable the Domain Verified checkbox.

• You can also enable the Delay Capture and Logging option according to your requirement. 
• Once done, click on the Save Changes button.

NOTE: Square Apple Pay will only function on the Safari browser for live payments.

WooSquare ACH Payment is a new feature allows the user to pay with their Bank Account on the checkout page. The user has to select their desired bank and login credentials after selecting the bank. This will work by adding a payment button in the WooCommerce checkout page and then sends the details to Square for verification and processing.

• Navigate to the Woo-Square  → Payment Settings.

• Scroll down to the Enable/Disable ACH Payment.
• Click on the Enable ACH Payment checkmark.

• Click on the Save Changes button.

WooCommerce Settings

• After saving the changes, navigate to the WordPress Admin Dashboard → WooCommerce → Settings.

• In the Settings, go to the Payments tab.
• In the Payments tab, all the payment methods are available.

• Navigate to the Square ACH Payment and click on the toggle button to enable the Payment Method. 
• Now, click on the Square ACH Payment option or click on the Manage/ Setup button located on the right side of every respective payment option.
• In the Square ACH Payment section, there are various options.
• You can also Enable/Disable Square ACH Payment from here.
• Change the Title of the payment method which will be displayed on the checkout page.
• Enter the Description of the payment method which will be displayed on the checkout page.
• Click on the Save Changes button.

Frontend Impact

• Go to your Store.
• Select products that you would like to purchase.
• Add the products to the Cart.

• Proceed to the checkout page.

• Now you are in the Checkout page.

• Go to the payment options.
• Click on the ACH Payment(Square) option.
• Click on the Pay with Bank Account button.

• After clicking on the Pay with Bank Account button, a popup will appear.
• Click on the Continue button to proceed.

• Now, select your bank from the given list of banks.

• Next it will ask for your Bank Credentials.
• Provide your Username and Password.
• Click on the Submit button to proceed.

• After submitting your credentials, it will start verifying your account.
• If you have multiple accounts, it will ask you to select your primary account.
• Select your primary account and click on the Continue button to proceed.

• Your account will be successfully linked with Square.
• Click on the Continue button to proceed.

• You will be redirected to your store.

Back-End Configuration

• On the Payment Settings page, navigate to the After Pay option.
• Checkmark the Enable After Pay checkbox to activate this functionality.

• Click on the Save Changes button.
• Navigate to the WordPress Admin Dashboard → WooCommerce → Settings.

• Go to the Payments tab. All the Payment methods are present in this tab.
• Click on the Square After Pay option or the Manage/ Setup button (Present on the right side of every respective payment option).

• Now you’ll be on the Square After Pay settings page.
• Enter the Title.
• Enter the Description.
• You can also enable the Delay Capture and Logging option according to your requirement.

• Once done, click on the Save Changes button.

Front-End Impact

• Go to your Store
• Select an item and complete the process to move toward the Checkout page.
• Select the After Pay payment method.
• Click on the Buy now with afterpay button.

• Enter your email or mobile number.

• Enter your password and then click on the Continue button.

• Once logged in, click on the Continue button to proceed with the transaction.

• The transaction is in process, don’t close the screen.

• The order is placed successfully.

• Navigate to the WordPress Admin Dashboard → WooCommerce → Orders.

• Now you’re on the Orders page.
• Click on the order to view details.

• Now you’re on the Edit order page.
• We can see that the Payment method is mentioned as After Pay.

Back-End Configuration

• On the Payment Settings page, navigate to the CashApp Pay option.
• Checkmark the Enable CashApp Pay checkbox to activate this functionality.

• Click on the Save Changes button.
• Navigate to the WordPress Admin Dashboard → WooCommerce → Settings.

• Go to the Payments tab. All the Payment methods are present in this tab.
• Click on the Square Cash App Pay option or click on the Manage/ Setup button (Present on the right side of every respective payment option)

• Now you’ll be on the Square Cash App Pay settings page.
• Enter the Title.
• Enter the Description.
• You can also enable the Delay Capture and Logging option according to your requirement.

• Once done, click on the Save Changes button.

Front-End Impact

• Go to your Store
• Select an item and complete the process to move toward the Checkout page.
• Select the Cash App Pay payment method.
• Click on the Cash App Pay button.

• Once you click the Cash App Pay button, a window will appear with the QR Code.
• Scan the QR Code with your phone.
• A link will appear, click that link, and you will be redirected to the transaction status.

• If the Square is connected with the Test Payment, it will ask for approval.
• Click on the Approve button.

• Once approved, the transaction will proceed to the sandbox.

• The order will be completed.

• All the details of the order will appear.

Back-End Configuration

• Go to Admin Dashboard → Woo-Square → Plugin Module to access your module.

• Enable the Synchronization of Products toggle button

• Once the operation is successful, you’ll receive a notification that Addon Successfully Enabled!.

• Once this is enabled, an option titled Sync Products is added in the admin panel of WP.
• This option has all the settings that will help to synchronize items between both platforms. 

NOTE: To use Synchronization of Products functionality, Sandbox must be disabled in the Payment Settings.

• Go to Admin Dashboard → Woo-Square → Sync Products.

• Now you’re on the Synchronization of Products Settings page.
  

a. Auto Synchronize

The Admin can enable Auto Synchronize by selecting the On radio button.

This setting enables override/sync items between WooCommerce and Square. 

There are two options: WooCommerce product Override Square product and Square product Override WooCommerce product. The plugin will synchronize data according to the option selected.

When you select the Yes radio button, all the fields will appear below.

• You can set the time duration of the products from the dropdown menu in the Auto Sync for each option.

• The Merging option setting enables override/sync items between WooCommerce and Square.
• There are two options available, 

1. WooCommerce Product Override
2. Square Product Override 

• Select an option to decide the path of override data of the products, and the plugin will synchronize data accordingly.

• The Sync Preference option will allow you to select the products which will be auto synchronized.
• You can select all products by selecting the All radio button.
• You can select specific products by selecting the Specific Products radio button.

• If the Specific Products option is selected, a popup will appear.
• Select the products and then click on the Update button

b. Sync on edit in WooCommerce

The Admin can enable the Sync on edit in WooCommerce by selecting the Yes radio button.

The plugin will allow you to Edit, Update, and Delete the synchronized items if this option is selected.

Editing, updating, and deleting can be done both ways, from Square to WooCommerce and WooCommerce to Square.

If the sync is selected from Square to WooCommerce, then any item being edited, updated in Square will be reflected in WooCommerce, and the same goes for WooCommerce to Square.

When you select the Yes radio button, all the fields will appear below.

• You can also select specific product fields only to be edited or updated.
• Select the fields according to your requirement.

c. Disable auto-delete

The Admin can checkmark the Yes checkbox to enable it if the Admin doesn’t want the product to be deleted automatically on the other side. For example, If you delete a product on Woocommerce, it won’t be deleted on Square.

d. Enable WooCommerce Description Synchronization with HTML

The Admin can checkmark Yes checkbox to enable if the Admin wants to sync WooCommerce product as welll as product description with html in Square.

• Click on the Save Changes button.
• Go to Admin Dashboard → Products.
• Hover over any product to view the suboptions.
• Click on the Edit suboption.

• Click on the Edit suboption.
• Once you’re on the Edit Product page, go to the Product Data section.

 NOTE: To apply this functionality, choosing a Variable product or changing the product type of the existing product to a Variable product is preferred. 

• Once the product is changed to a Variable product, a new tab is added in the Product data section titled Variations.

• Go to the Attributes tab.
• Select Custom Product Attribute in the drop-down menu and click on the Add button.
• Checkmark the Visible on the product page and Used for variations checkbox. 
• Click on the Save Attribute button.

• Go to the Variations tab.
• Select Create variations from all attributes in the drop-down menu and click on the Go button.

• A popup will appear. Click on the OK button.

• Once the operation is successful, you’ll be notified that the number of variations has been added.

• All the variations are now added, but the prices are not set yet.

• Click on each variation to set its pricing and other respective fields according to your requirement.

• Click on the Save Changes button.
• Click on the Update button in the Publish section.

 

Creating a Product in Square

• Login to to Square Account. 
• Navigate to seller dashboard.
• After the dashboard has loaded, an option of items will be visible from the side menu. Click this option to excess the Square item creation and customization page.

• After clicking Items, page will be redirected to Square item Library where items can be created or edited for Square store.
• To create item, click on create an item button.

• After clicking on create an item button, page will be redirected where item details can be elaborate.
• Details like name, category, description, location, and image can be defined.
• Price and inventory details of the respective item can also be defined on this page, details can be set in Unit Type, Price, SKU, Stock, and Low Stock Alert.
• After you have entered the product details, click the save button.

• Variations can also be added to the product by clicking on Add variation. Custom Variation Attributes will be provided for every individual variation being created, to create multiple variations click create and add another button .click done button after the required or preferred variations have been created.

• After the variations have been created click the save button.
• Variations have to be created correctly. Example: color[blue], size[small].
• In the below example, size is the global attribute created in Woosquare Pro.

• Items will be created and listed in the item library page.

Synchronization from Square to Woo

To synchronize the product from Square to WooCommerce access the WooSquare item sync module and update the settings according to the requirements.

Goto→Woo Square→Sync Products

• Set auto synchronize to on.
• Make sure to select Square product override WooCommerce product option to synchronize Square products to WooCommerce.
• If you are selecting sync preference for specific products make sure you include this product in your selected specific products then update.
• Click the save changes button.

• When synchronization is completed, item will sync in WooCommerce products with all product details. If the item is created with variations, it will be automatically synchronized with all its variations and as a variable product in Woocommerce.

 

Manual synchronize with simple/variable product and global/custom attributes

• For the product to be synchronized manually, the Sync Products tab has to be accessed.
• When the Sync Products tab opens there will be a button for Synchronize Square to Woo, Click that button.

• As this button is clicked it will display a popup box, which will have the settings for synchronization then you can select the categories and products through selecting them by the checkmark.
• Click the start synchronize button to start the synchronization, plugin will synchronize all selected categories and products one by one even detecting a new item in WooCommerce if a new item is found from Square inventory.

• All the product detail is fetched from Square and being synced to WooCommerce in real-time.
• The product created and used for synchronization is a simple product i.e. without any variations, the product will automatically be synchronized as a Simple Product in WooCommerce.

Back-End Configuration

• Orders charged through Square Point of Sale app can be synchronized with WooCommerce.
• The orders generated by Square Point of Sale app will be synchronized with all the product details of the product being charged and synced to WooCommerce.
• To enable this module, navigate to Admin Dashboard → Woo-Square → Plugin Module.
• Enable the Order Synchronization toggle button.

• Once the operation is successful, you’ll receive a notification that Addon Successfully Enabled!.

• Once this is enabled, an option titled Order Sync is added in the admin panel of WP.
• Go to Admin Dashboard → Woo-Square → Order Sync.

 

• Checkmark the Enable Square to WooCommerce Order synchronization checkbox.
• Enter the Application ID, Access Token, and Location ID of your Square account.

• Click on the Save Changes button.

NOTE: Go to the Square account and the Credentials section to retrieve the Application ID and Access Token.

Go to the Location section to retrieve the Location ID.

• Now go to your Square account and navigate to the Webhooks section.
• Select Subscriptions.
• Enable Webhooks.

 

• Click on the Add subscription button.
• Enter the Webhook Name.
• Enter the URL link mentioned in the Order Synchronization Settings page in the URL option.

• In the API Version option, select the latest API version from the dropdown menu.

• User after adding the required details, will further select the events from the checkbox as well, user need to select the following checkbox only.

• Once done, click on the Save button.
• The Endpoint is created. 
• Click on the Endpoint to view its details.

• Click on the More button and click on the Send Test Event button on the Endpoint Details section.

• A popup would appear on the Send Test Event. 
• Select any one event from the dropdown menu.

• Once done, click on the Send button.
• Once Send, the code has to return 200, which means that settings are working correctly from Woosquare Plus to Square. If the 200 code is not returned, then check your settings again and test.

payment.created

payment.updated

refund.created

refund.updated

NOTE: Set your permalink at Post name for better best result regarding Send Test Event. 

Go to Admin Dashboard → Settings → Permalinks.

Select the Post name and click on the Save Changes button.

 

• To make a charge from Square POS.
• Download and open it.

 

 

• As the Point Of Sale app is opened it will prompt to Sign In
• Click the sign-in button and provide account credentials on the next screen, click sign-in on the top right corner of the POS.

 

• When the account is logged in, all the items in the Square Item Inventory of the particular account will be displayed through the POS.
• To make a charge tap an item, if the item is a variable product then POS will prompt to choose from Variations.
• Select the variation and click add.

 

• After clicking the add button, the item will be selected for charge and the amount will be updated on the charge button.
• Click the charge button to create a charge in POS.
• When the charge button is tapped, POS will redirect to the next screen, on the next page, there will be options to tap that option.

 

• As more options are clicked it will display the different payment methods, select other payment types.
• POS will redirect to the screen where payment can be recorded through POS.
• To record the charge for the selected item click on Record Payment Button.

 

• A charge will be created through POS and a Confirmation page will be displayed.

• Order placed through Square POS will sync from Square to WooCommerce and display in the orders tab.