To connect with Square, simply navigate to “Settings”, and scroll down until you see “Square Payments” and turn it on. Once you do, you will be redirected to log into your Square account and asked to give permission to allow the integration. After the permissions are given, you will be redirected again, and you are all set! Keep in mind that for Square payments to work, you have to have the following:

1: Your “Client Agreements” are turned on in your settings

2: Your Client Invoices turned on in your settings

3: Your Company Profile is filled out in your Settings

Once all of that is complete, you will need to add the payment link to your notifications in order for your client to receive it. In your “Notifications”, you will see a payment link merge stage like in the image below. Add that to any notification where you want the client to receive the payment link.