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Square

With Square connected, your agent can turn a conversation into money: it creates a quote or invoice in your Square account and hands the customer a hosted Square payment page where they can pay by card. This guide covers connecting, the difference between quotes and invoices, currency behavior, and safe testing.

Prerequisites​

  • A Square account with Invoices enabled (Invoices is a standard Square feature; check that it appears in your Square dashboard).
  • The email address you use to sign in to Square.

Connect, Step by Step​

  1. In Faberiq, open Workflow, then the Connectors tab.
  2. Find Square in the catalogue and click it.
  3. Name the connection and continue.
  4. On the Configure step, click Continue. A Square sign-in popup opens. Sign in and approve the requested permissions (creating invoices and orders, managing customers, and reading merchant details).
  5. The popup closes and the connector turns connected. Faberiq automatically pulls your merchant profile and your default business location, including that location's currency, so there is normally nothing else to configure.
  6. On the Skills step, keep Create quotes & invoices and Check invoice status enabled and finish.

Optional fields in the dialog​

The Configure step also shows three optional fields you can normally leave empty:

  • Access token: instead of OAuth, you may paste a Square access token from the Square Developer Dashboard (open your app there, then Credentials). This is mainly useful for sandbox testing or restricted accounts.
  • Environment: only for pasted tokens; set it to sandbox when the token is a Square sandbox token.
  • Location ID: an override for accounts with multiple locations; your default location is detected automatically after connecting.

Quote vs. Invoice​

The agent's invoice.create tool makes both. The difference is delivery:

QuoteInvoice
Created in SquareYesYes
Hosted payment linkYesYes
Emailed to the customer by SquareNo, the agent shares the link in the chatYes, Square emails it so the customer can pay from their inbox
Typical use"Here is your estimate, pay when ready""Please pay this bill"

Both require the customer's email address, because Square attaches every invoice to a customer record. The agent collects it in conversation; if it books through the front-desk recipes, it usually already has it.

The Check invoice status skill (invoice.status) lets the agent answer "did they pay yet?" by looking the invoice up in Square.

Currency: Your Square Account Always Wins​

Square rejects any order whose currency differs from the location's own currency. Faberiq therefore always charges in your Square location's currency, no matter what currency was mentioned in the conversation or requested by the workflow. A Canadian Square account produces CAD quotes and invoices, a US account produces USD, and the stored record in Faberiq shows the currency Square actually used. If you need to bill in a different currency, that is a Square account matter, not a Faberiq setting.

Where Quotes and Invoices Show Up​

Open Customer Management, then the Invoices & Quotes tab (it activates once Square is connected). Each record shows the customer, the amount and currency, the kind (quote or invoice), its payment status, and the hosted payment link. Paid invoices also raise a "customer paid" notification, and everything appears on the customer's journey page alongside their conversations and appointments.

Attach the Tools to a Workflow​

The front-desk recipes (notably AI Front Desk) come with the Square tools wired in. For your own workflow, open Workflow Settings and enable Quotes & invoices and Invoice status under Tools. See Workflows and Agents.

Test Safely with a Small Quote​

Before pointing customers at it:

  1. In your bot's channel (or the studio chat), ask the agent for a quote for a tiny amount, for example "send me a quote for a $1 consultation", and give it your own email.
  2. The agent replies with a hosted payment link. Open it: this is exactly what customers see.
  3. Check the Invoices & Quotes tab and your Square dashboard; the quote exists in both.
  4. A quote does not email anyone, so nothing else happens until someone pays. You can cancel it from the Square dashboard.

For fully consequence-free testing, connect with a sandbox access token (see the optional fields above): sandbox invoices never touch real money.

Troubleshooting​

SymptomFix
The agent reports "Connect a Square account first (Workflow → Connectors → Square)"The workflow's project has no connected Square connector. Connect one, or reconnect the one that was disconnected.
The agent reports "A customer email is required to send a Square quote or invoice"Square cannot create an invoice without a customer record, and that needs an email. Have the agent ask for the customer's email and try again.
Invoice creation fails with a Square errorConfirm Invoices is enabled on your Square account and that the account is fully activated (not restricted or pending verification).
Amounts come out in the wrong currencyThey are in your Square location's currency by design; see the currency section above.
Payment happened but status still shows unpaidAsk the agent to check the invoice status (it queries Square live), or refresh the Invoices & Quotes tab.