Usage Guide & Workflow

Using the WooCommerce POS Square Reader Native SDK Integration is designed to be simple and seamless. Here's a step-by-step workflow for making a payment.

1. Connecting the Square Terminal to POS

Before selecting a product, ensured that the Square Payment Terminal is connected to your POS outlet.

  1. Log in: Access your WooCommerce POS dashboard.
  2. Select Reader: Select the connected Square Reader for your location.

Connected Square Readers

  1. Verify Status: Ensure the Square payment gateway symbol appears as Connected.

2. Adding Products to the Cart

  1. Browse Products: Use the POS interface to browse and select products.
  2. Add to Cart: Click on products to add them to the cart.
  3. Adjust Quantities: Modify product quantities as needed.

3. Checkout and Payment

  1. Proceed to Checkout: Click the Checkout button in the POS terminal.
  2. Select Payment Method: Choose Square Payment Terminal as the payment method.
  3. Confirm Payment: Tap the Confirm Payment & Generate Invoice button.
  4. Card Transaction: Use the Square terminal to swipe, insert, or tap the customer's card.

Payment Processing

  1. Processing: The status will update to Processing.

4. Order Completion

  1. Payment Approved: Once the transaction is successful, the reader will display Payment Approved.
  2. Invoice Generation: The POS will automatically generate an invoice for the customer.

Receipt Generated

  1. Sale Completed: The order status will update to Completed.

5. Handling Payment Scenarios

Card Declined

If a customer's card is declined:

  1. The Square terminal will display "Declined" or the specific reason.
  2. Ask the customer to try another payment method.
  3. You can retry with the same card or switch to cash payment.

Connection Issues

If the terminal loses connection during a transaction:

  1. The POS will display a connection error message.
  2. Wait for the terminal to reconnect (usually within a few seconds).
  3. If the issue persists, check the terminal's Wi-Fi or Ethernet connection.

Timeout

If a transaction times out:

  1. The terminal will display "Transaction Timeout".
  2. The order remains in the cart; you can retry the payment.
  3. No charges will be made to the customer's card.

6. Sale Transaction History

You can track all Square-based transactions in your Square Dashboard or your WooCommerce Order History.

  1. Navigate to your Square Dashboard.
  2. Go to Transactions to see the full list of payments made via the POS.

Supported Card Types

The Square terminal supports:

  • Credit Cards: Visa, Mastercard, American Express, Discover
  • Debit Cards: All major debit card networks
  • Contactless Payments: Apple Pay, Google Pay, Samsung Pay

Next Step: Troubleshooting →