The Square ePOS app can be used to make ordinary payments, utilizing Nexudus Customers and Products. These payments will automatically be imported to Nexudus as Invoices for a customer to track Square payments.
Nexudus Invoices created from buying Products within the Square ePos app are for informational and reference purposes only; Nexudus customers will not be asked for payment, as payment was already made in Square.
To use the Square ePos app, Nexudus Customers and Products must both have an entry in Square; these will be selected during the checkout process inside the app.
Before the app is used, guidance can be found within Before you start before following with Square ePos App.
Enabling the Integration
By enabling the Nexudus Integration for Square, successful payments can be imported into Nexudus. For information about enabling the Integration, see Square.
Exporting Customers and Products to Square
Exporting both Customers and Products to Square will be required for using the Square App for ePOS payments. Customers and Products will be uploaded to Square as Square Customers and Items respectively.
Prices and Taxes
Before Products are uploaded, double-check their current prices in Nexudus, as well as the Space's Tax settings (and, depending on the latter, the price for the Product has been set correctly).
Nexudus and Square independently control Tax rates added on to Products. In Nexudus, Tax settings can be found in Settings -> Billing & accounting -> Tax tab. If the option "Add tax to Invoices" is enabled, then the price sent over to Square will ensure Tax is added on to the [Gross] Product Price.
Square allows Tax to be added on Items too, however, this will cause conflicts with regards to pricing between the two systems. Please ensure Tax for Nexudus products within Square are not enabled, as Nexudus will handle Tax. The Taxes section in Square can be found under "Items" -> "Sales taxes":
Exporting and Synchronisation
From their respective pages, Customers and Products have their own toggle that determines if the Customer or Product will be exported to Square.
Customer/Member page, found in Operations/Users/(user)/Account/Services:
Product page, found in Inventory/Products/(product)/Advanced:
All at Once
The Square Integrations page provides a way to upload all Customers and/or Products to Square. If these options are used, their individual toggles in the sections above will automatically be set to enabled ("Yes").
Products and Customers are only removed from Square upon deleting the Product or Customer.
Editing on Square
When customers and/or products are uploaded to Square, do not edit the customer or product directly on Square as it can cause Nexudus and Square to become out of sync.
Payment import into Nexudus is fully automated. When Square Orders have been made, the Invoice will be added to the Nexudus customer that was associated with the Square order.
Changing Product information in Nexudus should be done during transaction "downtime", e.g., at night.
Square ePOS App
When utilising the Square ePOS app, it will be necessary to select a specific customer when making a payment. Select the hamburger menu in the Square app -> Customers -> (select a specific customer) -> (click the 3 horizontal dots to the top right) - > Select "New Sale with Customer".
The video below demonstrates how to select a Customer and a Product - both imported from Nexudus - to create and pay for an Order in the Square ePOS app.
It is important that a Customer imported from Nexudus is selected during the sale in the ePOS app, otherwise, the system can not match the Customer that made the payment.
It is advisable that only Products imported from Nexudus are selected during a sale. If a sale is made using a mixture of Nexudus and non-Nexudus Products, only the Nexudus products will be visible on the Invoice, the cost of which will be calculated based on only the Nexudus Products.