My Store | Using Square Terminal with Local Line 1.0

Accept in-person payments for your Local Line orders.

Add Terminal Locations in Square

Connect and Pair the Terminal

Reset a device code

Add a Customer for In Person Payments

Add a Pickup Location for your Physical Store

Log an Order for an In Person Sale

Send an Order placed online by your Buyer to the Terminal 

Square Terminal transaction reporting

Additional resources

Add Terminal Location in Square

Before Local Line can connect to your Square Terminal device, you must add a location in your Square account to assign the device to. 

1. In your Square account, go to Account & Settings.

2. Click Create Location.
3. Complete the form’s required fields and click Save.

Connect and Pair the Terminal

1. Turn your Square Terminal on.
2. In Local Line, go to the My Store tab.
3. Go to the Payment tab.
4. Click Online Payments.
5. In the Square Terminal section, click Connect. This takes you to the Square login page.
6. Click Sign In
7. Click Allow to let Local Line manage your device credentials, including device name, code and location ID. This means you give permission for Local Line to access the devices you have created in your Square account and can communicate with them. After you click Allow you are returned to your Local Line account.
   
8. In Local Line, click Add a Device.
9. Add a Nickname for the Terminal.
10. Select a Location you added earlier in your Square account.
11. Click Save. This displays a code for you to pair your Terminal. Note: The code expires after five minutes. If you don’t enter the code in time, click the Square Dashboard link to reset the code. 
    
12. On your Terminal, press Sign In.
13. Press Use Device Code to Sign In.
14. Enter the device code. 
15. Press Sign In.
16. When the device is paired it displays Ready for payments on screen.

Your device now displays with a Paired status in Local Line and an Active status in your Square account. Only Active devices are displayed in Local Line.

You can update a device name from your Square account Business > Devices settings. Just click … next to the device you want to change and then click Save. Refresh the page in Local Line to display the new name.

Note: If you stop using the Terminal permanently, after signing out of the device make sure to deactivate the Terminal in your Square account:

1. In your Square account, go to Account & Settings.
2. Click Business.
3. Click Devices.
4. Click the 3 dots (...) next to the device you want to deactivate.
5. Click Deactivate.

Reset a device code

If you entered your Local Line device code in within five minutes, this section is not applicable to you.

If you didn’t enter the device code from Local Line into your Terminal within five minutes, or you disconnected a device and need to pair it again, reset the device code from your Square account.

1. In your Square account, click the … next to the device.
2. Click Edit.
   
3. Click Reset Device Code.
4. Click Save.
5. Click Done. This signs you out of the Square Terminal and it displays Session expired on screen.
6. Press Sign In.
7. Press Use Device Code to Sign In.
8. Enter the new device code. 
9. Press Sign In.
10. When the device is paired it displays Ready for payments on screen.

Add a Customer for In Person Payments

To help you serve “In Person” buyers that are not yet registered with your online store, add a customer in your Local Line account to capture those transactions.

1. In Local Line, Go to the Customers tab.
2. Click Add Customer.
3. In Account Name, type “In Person” to represent walk-up customers.
4. Enter an Email Address for the customer account. 
• This might be your own email address amended with a unique identifier. For example, if my email address is lschneider@localline.ca, I can amend it to be lschneider+inperson@localline.ca. Using this option means you will receive all email notifications through your own inbox for this customer.
• Or, you can set up a new email account for this customer.
5. Fill in the other required fields.
6. Assign the customer to a Catalog.
7. Click Add Customer.

Add a Pickup Location for your Physical Store

If you haven’t already added a pickup location for your physical store, you must add one to assign In Person sales to.

1. In Local Line, go to the Deliveries tab.
2. Go to Pickup Locations.
3. Click Add Location.
4. Fill in the required fields and click Create.

Log an Order for an In Person Sale

Use this flow for In Person sales that require payment right away using the Square Terminal.

Remember to make sure all of your store’s products are already added to your Local Line account.

1. In Local Line on the Home tab, click Log an Order.
2. Select the Customer you added for In Person sales.
3. Click Add Product(s) and select the products(s).
4. Click Add to Order when you’re done adding products.
5. Make any necessary changes to the quantity or price.
6. In Logistics, select In Person.
7. In Pickup Location, select the location for your physical store.
8. In Square Terminal, choose the Terminal you want to send the transaction to for payment.
9. Click Send to Terminal.
   
10. Hand the Terminal to your customer for payment. When successful, the Terminal displays a checkmark icon and this is displayed in Local Line:

Send an Order placed online by your Buyer to the Terminal 

If your Buyer placed their order online and has opted to pay upon pickup, use this workflow.

1. Go to the Orders tab.
2. Click View next to the order.
3. Click Send to Terminal.
4. Select the Square Terminal device to send the payment to.
5. Click Send to Square Terminal.

Square Terminal transaction reporting

You can view and download orders that were paid using Square Terminal from your Orders tab.

1. Go to the Orders tab.
2. In the Filter by Payment Option dropdown menu, select the payment type you want to filter to. 

The following Orders tab downloads include a Payment Option column:

• Orders (both versions)
• Order Summary (both versions)
• Order Totals

Additional resources

See Square's knowledge base for more information.

Square Terminal user guide

Square Terminal troubleshooting