Square payments inside Salesforce.
A lightweight Salesforce plugin that lets teams collect payments from Orders using Square — including pay-in-full, optional partial payments, and invoice-style collection — without leaving Salesforce.
Payment Center
Guided collection from Orders
Pay in full
Collect remaining balance
Partial payments
Optional (admin setting)
Pay by invoice
Invoice-style collection
Payment methods
Saved methods per contact
Simple on the surface. Solid underneath.
Designed for real Order workflows: guardrails, async processing, and clear payment status inside Salesforce.
Payment Center UI
A guided Lightning experience that routes users through the right collection path from an Order.
Square payments + Terminal
Support card payments and Square Terminal checkouts while Salesforce stays the system of record.
Admin-friendly controls
OAuth connection, sandbox/production environments, and feature toggles like partial payments.
Why teams like it
How it works
A straightforward flow your team can adopt quickly.
01
Connect Square
Authenticate via OAuth and choose sandbox or production.
02
Open Payment Center
Launch from a Salesforce Order and select the collection path.
03
Collect + track
Process via Square and keep payment status updated in Salesforce.
Talk to us
If you run billing through Salesforce Orders and want Square as your gateway, we’ll help map your workflow (pay-in-full vs partial, invoice flow, terminal needs) and outline a rollout plan.