> ## Documentation Index
> Fetch the complete documentation index at: https://help.simpletix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set Up and Connect a Square Account

> Create and verify a Square account, connect it to SimpleTix, choose your Square location and settings, see which Square hardware works with SimpleTix, and fix common connection problems.

Square takes card payments for your SimpleTix events online and in person. Payments go to your own Square account, and Square pays them out to your bank. This guide covers creating a Square account, connecting it to SimpleTix, choosing your Square settings, the Square hardware you can use, and common connection problems.

## Where Square is available

Square is the recommended processor for SimpleTix sites in the **United States** and **France**, so its card is shown first in **Settings** > **Store**. Sites in **Canada**, the **United Kingdom**, **Australia**, **Ireland** and **Spain** can also connect Square, from **Click here to view other payment options** on the same page. In other countries, the Square card under **Click here to view other payment options** shows **Not Available In** followed by your country. See [Connect Your Payment Processor](https://help.simpletix.com/docs/getting-started/creating-processor.md) to compare processors.

How SimpleTix fees are collected with Square depends on your country:

| Region | How SimpleTix fees are collected |
| - | - |
| United States | Deducted at the time of purchase |
| Outside the United States | The full amount goes to your Square account. SimpleTix charges the month's fees to your credit card on file at the end of the month |

SimpleTix fees on Square Gift Card and cash sales are charged to your credit card on file at the end of the month, because SimpleTix can't deduct fees from them. See the [Ticket Fees and Billing Guide](https://help.simpletix.com/docs/billing-and-fees/ticket-fees-and-billing-guide.md).

***

## Step 1: Create and verify your Square account

**1. Create a Square account**

If you don't have one, sign up at [squareup.com](https://squareup.com). On US sites with no payment processor connected, **Settings** > **Store** shows an offer of **\$5,000 of free Square processing**. Open the [Square signup offer](https://squareup.com/t/tid_10562/team_partnerships/onbd_self/funnel_lower/cmtp_performance/pr_partner_marketing/d_partnerships/p_simpletix/cn_cn_2026paidcampaign?route=/i/E2B1EC4D9F) to check the current terms and eligibility.

**2. Verify your identity and add a bank account**

In your Square Dashboard, finish Square's identity verification and link the bank account you want Square to pay out to. **Square won't let you take payments on SimpleTix until both are done.** SimpleTix can't speed up or skip Square's verification.

**3. Check your Square location**

Square ties every sale to a **location**. Make sure the location you plan to use for SimpleTix is active in Square. You'll choose it in Step 3.

***

## Step 2: Connect Square to SimpleTix

> [!NOTE]
>
> You need access to **Settings** in the Manager Portal (Owner or Administrator role) to connect Square. Only one payment processor can be connected at a time. If another processor is already connected, the Square card won't show **Connect** until you disconnect the other processor on the same page: click **Deactivate** on its card, or for Authorize.net click **Settings**, then **Disconnect Authorize.net**.

**1. Open Store settings**

Log in to the [Manager Portal](https://manager.simpletix.com), click **Settings** on the top rail, then select **Store** in the left-hand menu. You can also go straight to [Store settings](https://manager.simpletix.com/general/store).

**2. Click Connect on the Square card**

Find the Square card under **How To Get Paid - Recommended Payment Providers** and click **Connect**. If you don't see a Square card there, or it has no **Connect** button, click **Click here to view other payment options** and use the Square card there.

If your site has connected a payment processor before, SimpleTix may ask for a one-time code first: "For your protection, we've sent a one-time code to your email." Enter the 5-digit code and click **Verify**. If it doesn't arrive, check your spam folder or click **resend the code**.

**3. Authenticate with Square**

The **Square Settings** page opens. Under **Square authorization**, click **Authenticate**. Square opens in a new window. Sign in to the Square account you want to use and approve the connection.

> [!TIP]
>
> If no window opens, allow pop-ups for manager.simpletix.com and click **Authenticate** again. If Square signs you in to the wrong account, use a private or incognito browser window.

**4. Confirm the connection**

When it works, you'll see **Square connected successfully**, and **Square authorization** shows **Square is connected to SimpleTix**. The rest of the Square settings then appear on the page.

**5. Choose a location and save**

Select your location under **Choose Location** (see Step 3), then click **Save**. **Save** stays unavailable until a location is selected.

***

## Step 3: Choose your Square settings

These settings are on the [Square Settings](https://manager.simpletix.com/general/store/square-setting) page. To get there later, go to **Settings** > **Store** and click **Settings** on the Square card. They appear only while Square is connected. Click **Save** after changing them.

| Setting | What it does |
| - | - |
| **Choose Location** | The Square location that SimpleTix transactions are associated with. The SimpleTix Organizer App uses this location for in-person Square sales too. Locations that aren't active in Square are shown as **(Sales not enabled)** and can't be selected. |
| **Create Square items for each event time ?** | Creates a separate item in your Square catalog for every event date and time, for more detailed Square reports. If you have many event times, leave this off. |
| **Event Date Format in Square** | How event dates appear in Square item names: **M/D/YYYY (Default)**, **MM/DD/YYYY** or **DD/MM/YYYY**. Affects new items only. |
| **Choose Category** | The Square category for items SimpleTix creates. Defaults to **SimpleTix**, which SimpleTix creates in Square if it doesn't exist. To use another category, create it in Square first, then choose it here. |
| **Enable AfterPay/ClearPay** | Offers AfterPay (called Clearpay in the UK) to buyers at checkout, when your Square account and the order amount are eligible. |
| **Enable Cash App Pay** | Offers Cash App Pay to buyers at checkout. US only: Square doesn't offer Cash App Pay in other countries. |
| **Update Square catalog when event/membership name changes** | Choose **Events**, **Memberships** or both. When you rename one in SimpleTix, the matching Square catalog item is renamed too. |
| **Add Square Item In Selected Location Only** | Adds the items SimpleTix creates only to your chosen location instead of all your Square locations. |

To add new customers to your Square customer list automatically, see [Square Specific Settings](https://help.simpletix.com/docs/payment-processor/square/automatically-add-customers-to-square.md).

***

## Step 4: Test it

Before your event goes on sale, buy a low-priced test ticket and check that:

* the payment appears in your Square Dashboard under the location you chose, and
* the order appears in SimpleTix.

Then refund the test order.

***

## Selling in person with Square

To take Square card payments in person, use the [SimpleTix Organizer App](https://help.simpletix.com/docs/simpletix-mobile-apps/simpletix-organizer-app/simpletix-organizer.md) on your phone or tablet.

| Works with the Organizer App | Not supported |
| - | - |
| Square Reader (contactless and chip) | Square Terminal |
| Square Stand (2nd generation), on iPad | Square Register |
| Tap to Pay on iPhone and Android | Square Handheld |

This list applies to **Mobile Payments SDK** mode (below). In **POS API** mode, connect your reader to the Square Point of Sale app instead.

The app's **Settings** > **Square Version** setting decides how the app talks to Square:

* **Mobile Payments SDK - USA Only**: the app connects to the Square reader itself. This is the default for sites that sell in US dollars.
* **POS API - USA, CAN, AUS, UK**: the app sends the order total to the Square Point of Sale app on the same device to take the payment. This is the default for other currencies. The Square Point of Sale app must be installed and signed in.

In Mobile Payments SDK mode, a Square reader connects to one app at a time, so switching between the Organizer App and Square's own app can disconnect it. See [Configuring App Settings](https://help.simpletix.com/docs/simpletix-mobile-apps/simpletix-organizer-app/simpletix-organizer.md#configuring-app-settings), and [Tap to Pay on iPhone](https://help.simpletix.com/docs/simpletix-mobile-apps/simpletix-organizer-app/tap-to-pay-ios.md) or [Tap to Pay on Android](https://help.simpletix.com/docs/simpletix-mobile-apps/simpletix-organizer-app/tap-to-pay-android.md) for phone payments.

> [!NOTE]
>
> SimpleTix doesn't sell or rent Square hardware. Buy it from the [Square hardware store](https://squareup.com/us/en/hardware).

***

## Payouts

SimpleTix doesn't hold your ticket money. Square pays your balance out to the bank account linked in your Square Dashboard, on Square's own transfer schedule. You can view and change that schedule in Square. See Square's [Set up and edit transfer options](https://squareup.com/help/us/en/article/5438-transfer-schedule) (Square Support Center, US; Square's page lets you switch region) and [Understanding SimpleTix Payouts](https://help.simpletix.com/docs/billing-and-fees/understanding-simpletix-payouts.md).

***

## Troubleshooting

> [accordion] There's no Connect button on the Square card
>
> * Another processor is connected. Only one can be connected at a time. Disconnect it on **Settings** > **Store** (click **Deactivate** on its card, or **Settings** then **Disconnect Authorize.net**), then click **Connect** on the Square card.
> * Square isn't the recommended processor for your country. Click **Click here to view other payment options** and use the Square card there.
> * The card says **Not Available In** your country. Square isn't offered for your site's country. See [Where Square is available](#where-square-is-available).
> * You don't see a Square card at all. Click **Click here to view other payment options** on the Store page.

> [accordion] Nothing happens when I click Authenticate
>
> Square opens in a new window. Allow pop-ups for manager.simpletix.com and try again. If you closed the Square window before finishing, click **Authenticate** again.

> [accordion] I get an error when connecting
>
> * Finish identity verification and link a bank account in your Square Dashboard.
> * Try a private or incognito window to clear an old Square sign-in.
> * If you were asked for a one-time code, use the newest code from your email.
>
> If it still fails, contact [SimpleTix Support](mailto:support@simpletix.com) with your site address.

> [accordion] My location shows (Sales not enabled)
>
> That location isn't active in Square. Activate it in your Square Dashboard, or pick a different location under **Choose Location**, then click **Save**.

> [accordion] Sales aren't showing in my Square Dashboard
>
> Check that the right location is selected under **Choose Location**, and that **Square authorization** still shows **Square is connected to SimpleTix**.

> [accordion] The Organizer App says the payment gateway isn't connected
>
> Connect Square in the Manager Portal under **Settings** > **Store** first (Step 2), then try the sale again in the app.

> [accordion] My Square catalog has a lot of SimpleTix items
>
> This happens when **Create Square items for each event time ?** is on and you have many event times. We recommend turning it off and clicking **Save**, so SimpleTix stops creating a new Square item for each event time.
>
> You can delete the items SimpleTix created in Square, but SimpleTix may create them again, and deleting them can affect your Square reports.

***

## Switching to a different Square account

**1. Disconnect the current account**

On [Square Settings](https://manager.simpletix.com/general/store/square-setting), click **Disconnect**. If asked "Are you sure you want to disconnect Square?", click **Yes**. You'll see **Square disconnected successfully** and return to the Store page.

**2. Connect the new account**

On the Store page, click **Connect** on the Square card, enter the one-time code if asked, and click **Authenticate**. Use a private or incognito window so the old Square sign-in isn't reused.

**3. Choose a location and save**

Select a location under **Choose Location** and click **Save**.

> [!WARNING]
>
> New payments go to whichever Square account is connected. Reconnect before your next sale.

> [card] [Square Specific Settings](https://help.simpletix.com/docs/payment-processor/square/automatically-add-customers-to-square.md)
>
> Locations, categories and adding customers to Square.

> [card] [Square Catalog Upsells](https://help.simpletix.com/docs/payment-processor/square/manage-square-catalog-upsells.md)
>
> Sell Square catalog items at checkout.

> [card] [Square Gift Cards](https://help.simpletix.com/docs/payment-processor/square/manage-square-gift-cards-settings.md)
>
> Accept Square gift cards.


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