Overview
The Square integration links your Square merchant account to RightAsk. Once connected, you can create and publish invoices directly from the Invoices page. Square emails the payment link to your recipient, and funds land in your Square account.
Before You Start
You must have an active Square merchant account. If you do not have one, create one at squareup.com before proceeding.
You must be signed in to RightAsk.
How to Connect Square
Select Integrations in the left sidebar.
Select the Payments tab.
Find the Square card under Available Integrations.
Select Connect Square.
You are redirected to Square’s authorization page. Sign in to your Square account if prompted.
Review the permissions Square requests and authorize the connection.
Square redirects you back to RightAsk. The Square card now shows a Connected badge.
What You Can Do After Connecting
Once Square is connected, select Manage Invoices on the card, or navigate to Business → Invoices in the sidebar to start creating invoices.
For full instructions, see Invoices Overview.
How to Disconnect Square
Select Integrations in the left sidebar and open the Payments tab.
On the Square card, select Disconnect.
Confirm the disconnection in the dialog that appears.
Disconnecting removes RightAsk’s access to your Square account. Your invoice history in RightAsk is retained, but you cannot create new invoices until you reconnect.
Troubleshooting
The authorization fails and Square redirects me back with an error. Select Connect Square again. Make sure you are signed in to the correct Square account and that you approve all the permissions Square requests. If the error continues, check that your Square account is in good standing.
The Square card shows “Revoked”. RightAsk lost access to your Square account automatically — this happens when Square expires the authorization or you revoke access from within your Square account settings. Select Connect Square to go through the authorization flow again.
I connected Square but I still cannot create invoices. Refresh the Integrations page to confirm the Square card shows Connected. Then navigate to Business → Invoices and select New Invoice. If the button is still disabled, disconnect and reconnect your Square account.