How to collect cash/pay in-store for Square Online site orders?

[CooksKitchn]

Good afternoon Seller Community ! 

Today I want to discuss a new feature that should be talked about that will be a great tool for businesses all over. I have written down many ideas based on obstacles my restaurant @CooksKitchn have faced during this journey using square as our number one POS system. I want to discuss a feature allowing customers to select a " pay with cash" option making purchases online. All business owners know that cash is king, and there are a lot of people out there that prefer to use cash rather than charge, not to mention with the increase of cash transactions we limit the amount of fraud purchases and bank disputes that have to be performed on a regular basis if you have a busy online store. I believe that customers should be able to select pay with cash when either choosing to pick up or placing an order for delivery. With an option for no show protection to the business, customers will be required to leave a card on file incase their product or service was never fulfilled we will be able to charge the customer either a full or percentage of the product. Yes we will take the risk of customers not having funds on that card and the transactions potentially being declined but its another huge step towards success for as Square users. Please consider this as an option during online checkout to maximize sales for businesses all over.

Ceo 

Dashawn Cook

[The title of this thread has been edited by moderator from its original: Collecting Cash for Online Store Purchases]

[#2]

Hey @rae16,

I moved your post and this entire thread to an existing feature request thread for this.

It's not something you can do at this time. I don't have a timeline on when it would become a thing but you should join our Beta Community where you can potentially test out new features first when they're released!

[#3]

Hi @deltaelevator,

We really appreciate your feedback on this feature request. While we cannot provide a public timeline on the status of this request, please know that we will be sure to let you know if anything ever changes or if new updates are released. 

[#4]

Hi! Great question. There isn't a way to manually add orders to that page specifically, but you have a couple options to accept payment over the phone depending on how you want to run your system. 

1: You can manually accept the card over the phone through either Virtual Terminal or the Point of Sale app. This is the easiest way and will allow you to track inventory. If you need an order ticket to print, you will need to use the Point of Sale app and make an open ticket for the order. 

2: You can create an invoice for them on the dashboard or app and email it to them right after the call is over. Again, this will track inventory, but will not print an order ticket or appear on your Orders Dashboard. 

[#5]

Hi there, @exotictouch!

At this time, orders placed through your Square Online website must be paid for online. I've moved your post to an existing thread where this discussion is taking place, and where we're tracking requests for the ability to pay in person for online orders. 

The most common way that I've historically encountered businesses accepting cash payments for online orders are via invoices and/or phone orders. Have you considered offering a "phone-in" option through your Square Online website? This is likely the most tried and true method by which to accept cash payment for an order. I saw @BBTH's post here, and I thought up another workaround that would enable you to accept cash for pickup and delivery orders.

Workaround: You can add a banner to your main page letting your customers know that you are accepting cash payments:

I'd recommend adding a button to your banner here, as shown above "Call now to order".

This could take your customer to a couple of places:

• I recommend having this button link to your Contact page, as shown above. 
• You can alternatively opt to include a Phone link in your button. Keep in mind, this link will direct your customer to the actual phone portion of their phone and automatically dial your phone number, so this will not work on a laptop or desktop computer.

Here's an example of how you could clarify how your customer are able to pay using cash:
 

Once you get a call - or email - placing an order, you can put the order into the Square Point of Sale app using the open tickets feature. You can accept the order as if it was in-person, and print or close the ticket at the time of delivery/pickup.

We hope that this workaround helps a few businesses in this thread! 😊

[Joe]

Hi @SeafoodPantry - Weebly is an Online Ecommerce tool owned and operated by Square. They are one in the same.

We understand that you need to do what is best for your business. Let us know if there are any other questions we can address.

[bookfairguy]

Just wanted to update on my earlier post in this thread.  I've canned that version of taking a manual payment, like, for my business a purchase made by payroll deduction.  I now do it via a 100% off coupon (I think this was actually brought earlier as a workaround).  The customer uses the coupon to pay for the order and it comes through showing zero dollars.

Because I also use Square, I then go into "Virtual Terminal" and process the payment as a Quick Charge there, making sure I'm charging the correct sales tax. Your payment options are to key a credit card, record a cash payment, or record an other payment. I do other payment.  The only thing that I don't like about this is the receipt that gets sent to the customer--I wish the receipt would include everything I put in the notes section of the Quick Charge.

This is so much easier now (at least for my type of business).  If I had a storefront and someone wanted to pay for their order when they came in to pick-up it's easy to set up a variable priced, taxable item in Square called "order pick-up" or something like that and then process the payment.

I'm NOT a Square/Weebly cheerleader when it comes to this issue--I think it's wrong that they don't have an online manual payment option like Shopify does, especially because they have an other payment option in their POS app ALREADY. But I've invested too much time and effort and energy building my Weebly site to switch right now.  And I really like the Square POS app.  

[PreOrder_Apps]

Good ideas! We'll have to note these for future reference just because our Square Clients ask us about this ALL the time.

[noeboe80]

It seems like every customer needs to place an order directly through the website, when sometimes I get orders via phone.

How do I manually add orders so I can track them here and send an invoice, without asking the customer to go to the website?

[AshleyK]

Hi! Great question. There isn't a way to manually add orders to that page specifically, but you have a couple options to accept payment over the phone depending on how you want to run your system. 

1: You can manually accept the card over the phone through either Virtual Terminal or the Point of Sale app. This is the easiest way and will allow you to track inventory. If you need an order ticket to print, you will need to use the Point of Sale app and make an open ticket for the order. 

2: You can create an invoice for them on the dashboard or app and email it to them right after the call is over. Again, this will track inventory, but will not print an order ticket or appear on your Orders Dashboard. 

[deltaelevator]

I would like to add my vote for this feature. We definitely need the COD option at our business as well. We are a feed mill in a rural area, and only about 1/3 of our customers pay with a credit card. We often have $1000+ orders for which we can't afford to take credit cards and keep our current pricing. We really need this, with everything going on with COVID and wanting to do curbside service. Having workarounds really limits this feature. We are just developing our website and ordering system, and I will probably not use Square as our platform due to this issue, unless you can provide a timeline for when this will change. 

[Alex_]

Hi @deltaelevator,

We really appreciate your feedback on this feature request. While we cannot provide a public timeline on the status of this request, please know that we will be sure to let you know if anything ever changes or if new updates are released. 

[rae16]

Is this an option? If so, how?

[ashc]

Hey @rae16,

I moved your post and this entire thread to an existing feature request thread for this.

It's not something you can do at this time. I don't have a timeline on when it would become a thing but you should join our Beta Community where you can potentially test out new features first when they're released!

[Libbi]

This reply was created from merging an existing thread: website ordering

I would like to use the Square Website option but would like customers to be able to choose to pay in person as well as online.  Is that possible?  Not much use to me if not.