Setting up Square

With the Square payment gateway add-on, you can allow your customers to pay for orders using your Square account.

Square is part of the core, free plugin and has platform fees. When you upgrade to the paid Square add-on, all platform fees are removed.

Configuring Square in Live/Production Mode

• Go to Sunshine > Settings > Payments > Square
• Optionally enter a custom name and description to show customers on the Checkout page
• Select "Live" for the "Mode" option
• Click the "Connect" button
• Login to your Square account
• Select which "Location" you would like to use

Configuring Square in Test Mode

Unfortunately Square does not have as easy a method to connect in test mode. You will need to create a Developer account.

• Go to Square Developer and create an account if you do not yet have one
• Add a new Application
• Make sure you have the "Sandbox" tab selected at the top
• Copy the "Application ID" and "Access Token" into the relevant Sunshine Photo Cart settings

How Square Orders Are Recorded

Each Square charge is itemized with the same line items, tax, shipping, and discounts shown on the Sunshine order. The Sunshine order number is also passed to the Square transaction, so you can quickly match a Square payment to its Sunshine order from inside the Square Dashboard.

When a payment completes, Sunshine pulls the card brand, last 4 digits, and expiration date back from Square and stores them on the order so you can see at a glance how the customer paid.

Square Processing Fees

After a payment settles, Sunshine fetches the actual Square processing fee for that order and saves it. Fees refresh automatically once per day to catch payments that hadn't fully settled at the time of purchase.

With the Exports add-on, Square fees appear as their own column on the order export so you can reconcile your earnings without having to log into Square.

Refunds

You can issue refunds to a Square payment directly from the order screen in your WordPress admin.

1. Open the order in Sunshine > Orders
2. In the Order Actions panel, choose Refund payment in Square
3. Choose a full refund or enter a partial amount
4. Optionally email the customer about the refund
5. Click Submit

The order status updates to "Refunded" once the refund is issued.

Troubleshooting Pending Square Orders

Most Square payments finalize the moment the customer pays. Once in a while an order can be left as "Pending Payment" even though the card was charged. This usually happens when the customer closes the browser or loses their connection in the second between paying at Square and returning to your site.

Sunshine handles this for you in a few ways.

Automatic background check

Sunshine quietly re-checks recent pending Square orders in the background. If Square reports that a payment actually went through, the order finalizes on its own. You don't have to do anything, and normal orders are unaffected since they finalize instantly at checkout.

Recheck a single order

If you're looking at one order that seems stuck:

1. Open the order in Sunshine > Orders
2. In the Order Actions panel, choose Recheck payment status in Square

Sunshine asks Square whether that payment completed and finalizes the order if it did.

Reconcile all pending orders at once

To check every pending Square order in one pass:

1. Go to Sunshine > Tools
2. Run Reconcile Pending Square Orders

This compares each pending Square order against Square's records and finalizes the ones Square reports as paid. It's a safe way to clean up after a connection problem or to confirm nothing slipped through.