Charge by card and manage your Square sales in Holded
Two native integrations: charge invoices by card (Square Payments) or generate invoices from sales (Square Invoicing).
What can you do with Square and Holded?
Charge invoices by card (Square Payments)
Your clients can pay invoices by credit or debit card directly from Holded's Client Portal, without needing a Square account. Processed payments are transferred to your Square account, usually on the next business day.
Create invoices from Square sales (Square Invoicing)
Square Invoicing automatically creates invoices in Holded from the sales made in Square. The invoices are generated as drafts that must be approved manually.
Record payments and ease reconciliation
With Square Payments, the payments made are recorded automatically in Holded, which makes reconciling your accounts easier.
Up and running in 3 steps
Activate Square Payments
From the Holded Store, activate Square Payments and connect your account in Payment methods.
Activate Square Invoicing
Activate Square Invoicing and authorize the connection with your Square account.
Set up gateway and portal
Add the gateway in Treasury and enable Square in the Client Portal.
Frequently asked questions
Yes. You need an active Square account before activating either of the two integrations.
Yes. You can connect both integrations in your Holded account. However, for each client you will have to choose which of the two payment methods appears on their invoices.
Square Payments can only be connected to one location.
Yes. Square Payments syncs the refunds issued in Square.
No. Square Payments only handles charges and movements. If you need Square sales to generate invoices in Holded, use Square Invoicing.
No. They can pay by card directly from the Client Portal, without registering with Square.
Fees are set by Square, not Holded. Check the up-to-date details on the Square website.
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