Orders, quotes and payments

Find orders, update their status and act on several at once.

Add an order yourself or change an existing one.

Cancel an order and let the customer know.

Accept cards with Square and cash, e-transfer or other manual payments.

Mark an order paid when a customer pays cash, e-transfer or another way.

Refund a Square payment, or record a refund you gave outside Square.

Take a deposit now and the balance later.

What to check when card payments or the Square connection fail.

Respond to custom order requests from customers.

Build and send a quote without waiting for a request.

Check balance, status, expiry and history, and keep card adjustments separate from payment refunds.