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A payment link lets a customer pay you from the chat. It opens a Square checkout, and the money lands in your own Square account. Companion never holds it.
Owners and admins connect Square. Anyone who can open a conversation can send a payment link in it. On Starter, Square is one of your 2 integrations.

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Connect Square

1

Open Integrations

Go to Integrations and find Square. It is under Payments.
2

Choose Add

A window opens. Sign in to Square and approve access.
3

Check the card

The Square card shows Connected, “Creates payment links.” and the location payments go to, with its currency.
Your Square account needs at least one active location. Without one, Companion cannot connect it. Square is connected, checked and disconnected on the Integrations page. There is no separate payments page in Settings.

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Choose the location

Payment links are raised at one Square location. Companion picks the first active location that takes card payments. If your account has more than one location, the Square card shows Location for payment links. Choose another there and it is saved straight away. Links you send from then on go to that location. Reconnecting keeps the location you chose.
1

Open the conversation

Open a WhatsApp conversation. The customer must have written in the last 24 hours.
2

Start a link

Choose More actions, then Payment link.
3

Add what they are paying for

Search your connected shop for a product, or add an item with a name and a price of your own. Then choose Continue to terms.
4

Set what is due now

Choose how much the customer pays with this link, then go on to the review.
5

Review and send

Check the summary and the preview of the message, then choose Send to followed by the customer’s name.
The customer gets a WhatsApp message with the link to pay. A link cannot be sent outside the 24-hour window. Companion checks this first, so no checkout is left behind in Square. Send a template to bring the customer back into the window. A workflow can also send a link with the Send a payment link step. See Build a workflow. When the customer pays:
  • The link in the conversation shows Paid.
  • The customer gets a short message confirming the payment and the amount.
  • The person who sent the link gets a Payment received notification, in the bell and on their phone. If they can no longer open that conversation, whoever it is assigned to is told instead.
  • Members with Payment received switched on in their notification settings get an email.
  • Any workflow with the Payment link is paid trigger runs.
If the Square card says payment updates are not being received, a paid link will not show as paid in Companion. Email support@msgcompanion.com.

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Disconnect Square

On the Square card, choose Disconnect and confirm. Payment links stop working until you connect again. Nothing is deleted in Square.