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Guide: Square Payment Terminals

Updated over 2 weeks ago

Add as Payment Method

  1. Go the Settings page

  2. Click the Payment Methods tab and then New Payment Method

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Add Details

  1. Type - select Square Terminal from the dropdown

  2. Connect a Square Account - this will take you to the Square website where you can follow their instructions for connecting your account.
    ​NOTE - This set-up is the same for MOTO/Online Square Payment Methods.

  3. Once you've connected your Square account, you will be taken back to the Line-Up Payment Method page, where you can enter these details:

    1. Name - for internal use only

    2. Channels - who does this Payment Method apply to?

  4. Click Submit to save


Add Terminal

  1. Go to the Tools page on the left hand side and click Payment Terminals

  2. Click Add Terminal

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What type of terminal are you using?

  1. Select Square Terminal


Add Details

  1. Name - a name for the payment terminal to help identify it easily

  2. Description - optional

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  3. Payment Method - select the Square Payment Method you've created

  4. Tags - help identify your terminals on the Terminals page

  5. Submit Terminal


Device Code

  1. After submitting the newly created Terminal, you'll be presented with a Device Code:

  2. On your Terminal, make sure you are signed out of any accounts

  3. Then go to Sign In > Use a device code

  4. Enter the Device Code from Line-Up

  5. The Line-Up screen will refresh once the connection has been established, and your Square Terminal is now complete.


Edit or Delete Payment Terminal

  1. If you need to make changes, click Manage on your Payment Terminal list

  2. Click Edit to make changes

  3. Click Delete to remove it from your Terminals

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