Choose the modules where you'd like to enable the app.Locate the Square integration tile, and click ‘Connect'.Sign into your Copper account, and click ‘Settings.’.This article will cover how to set up and use the basic version of the Square integration. Click here for details on the more advanced integration. Our integration partner, three60.io, also offers product mapping, custom invoices, and recurring payments on their paid integration tiers. These actions are included with the free version of the integration. Create an ad-hoc order/invoice and send directly from Copper.View and filter payment statuses including historical payments.View Square Invoices summary within People, Company and Opportunity records.
