To learn more about the integration with Square and other payment systems, read this article
Remember that you need a Square account to perform the integration with Holded. Also, from Square's App Marketplace, you'll be able to set up the Accounting integration and sync your Square Sales to Holded.
Get there
- Go to the Control menu located in the upper right corner of the platform
- Select Holded Store
- In the Integrations section, locate Square
- Click the Activate button
Integrate Square with Holded
- Just after activating the gem, click on Configuration
- This will take you to the Payment methods section in Holded
You can directly access this option by following this path: Settings > Invoicing > Payment methods.
- Click on + Add your first online payment method
- Select Square among the available options
- From the login page in Square, connect your account by entering your credentials
Disable the Square integration
- Go to the Control menu located in the upper right corner of the platform
- Select the Holded Store
- Click on Square
- Hit Turn off
- In the pop-up window, click Confirm
If the Square integration Gem is disabled in the Holded Store, Square will also be disconnected from the payment methods section.
Alternatively, you can directly disconnect the Square integration by going to: Settings > Invoicing > Payment methods > Three-point menu next to the method > Disconnect.