This integration is available with the Startup plan.
Connecting Square to Orderry
Integrating Orderry with Square is a tool that greatly simplifies business payments. It allows you not only to accept payments using payment links, but also to automatically record all transactions in the account, eliminating the need for manual data entry. This reduces errors, saves employee time, and increases the efficiency of financial processes.
Below are instructions for connecting the integration:
Preparing for integration
1. You have an active Square account. If not, register with Square.
2. Log in to your Square Dashboard account.
3. Go to Account & Settings > My Business > Locations and check that your location is set up correctly (business name, country, currency).
Setting up Square in the Orderry
1. On the Settings > Integrations page, select Square from the list and go to settings.
2. Click on the “Integration enabled” checkbox.
3. To add a merchant (legal entity), click the “+ Merchant” button.
4. You will then be redirected to a new window where you need to click the Allow button for the merchant to automatically connect to your account.
5. In the merchant addition window, check the “Active” box.
6. Fill in the merchant name;
7. In the “Account” field, you need to select one of the cashless account in Orderry. This is the account where payments will be credited after successful payment from the client. Please note that you can create a separate account for your company's current invoice on the Finance > Payments page.
8. Check the “Shorten payment link” checkbox to send customers a short payment link.
9. Enable in-person payments if needed. Next, choose how you want to receive the payment:
If you select terminal option, save the settings and reopen the window - a device code will be generated. Copy it and paste it on your POS terminal or the device.
Depending on the hardware you use, directions on where to enter the device code might differ. For most devices (Terminal, Handheld, Register, Kiosk) you need to:
Log out of the device, if you’re already logged in.
On the sign in screen, click Sign in > Use a device code and enter the device code generated in Orderry. Learn about other devices settings in Point of sale device setup > Device Setup section.
❗ This feature is currently unavailable on Square Reader devices. To accept payment for orders, use Scan to Pay: create a payment link in the form of a QR code directly in the mobile app, and the client will be able to scan it and pay for the order.
The device code is active for 5 minutes. If it expires, reopen the merchant settings window — a new device code will be generated automatically. After successfully connecting the device, a Disconnect button will appear in the settings, allowing you to disconnect if necessary.
If you select QR code payments, save the settings, reopen the merchant window and download the QR code (PNG format).
Please note: only one merchant with in-person payments enabled can be connected to an account at a time.
10. Click “Save,” and the merchant will appear in the integration settings list.
Done! The merchant has been successfully added and is now displayed in the general list. If necessary, you can create other merchants, i.e., add other legal entities.
Enabling integration
Once you have added active merchants and enabled integration, click the “Save” button. Done! Integration is enabled.
With Square integration, you can automatically create payments links for invoice.