Link Your Site To Square
You may now use Square to process on-line payments into member accounts in addition to or as an alternative to PayPal.
Square offers several advantages over PayPal:
- Easier set-up. You can create a Square account and link it to your TroopWebHost site in one easy process.
- Easier payment process. There are fewer pages to navigate and a much shorter credit card form to fill out.
- Automatic deposit to your bank account. Payments are transferred automatically to your bank account within two business days.
The biggest drawback to Square is that, unlike PayPal, it does not offer a reduced transaction fee for non-profits who are able to provide documentation of their charter organization's 501(c)(3) status. Square's credit card processing fee for on-line payments is the industry standard 2.9% plus 30 cents per transaction.
To set up your site to accept payments using Square, Scouts BSA units will go to Money → Manage On-Line Payments → Square Configuration; Girl Scout troops and Cub Scout packs will go to Site Configuration → Square Configuration. The first time you select this menu item it will look like this:
Click on the "Authorize This Site..." link to begin the process. The next page will look like this:
If your troop already has a Square account, you can log on to that account using your Square user ID and password. If you do not already have a Square account, you can create one now by clicking on the "Sign up" link in the lower right corner of the page.
Either way, you will eventually get to a page that looks like this:
Click the Allow button to authorize TroopWebHost to interface with Square. This will not give TroopWebHost access to your unit's bank account. It just allows us to use Square's credit card payment system on your behalf. TroopWebHost never has access to the money being transferred, nor do we see the credit card information that your members enter (that form is posted directly to Square).
You will then be returned to your TroopWebHost Square Configuration page, which now looks like this:
You must fill out this page completely to enable the Square interface. If you have any questions how to enter any of these fields, please select the User Guide from the Help menu and you will go directly to an article that describes this page in detail.
If your unit chooses to use both PayPal and Square for payment processing, the decision as to whether to absorb the credit card processing fee will apply to both.
The final step is to authorize your users for the On-Line payment function. If you already accept on-line payments via PayPal, then you have already done this, so you may disregard the following instructions.
Please go to Administration → Security Configuration → Assign Tasks To Roles. (Cub Scouts and Girl Scouts will find this under Site Configuration.)
Find "Make On-Line Payments" on the list of tasks, then click Assign To Roles on that row.
Put a checkmark next to the "Adult" user role and any others that are appropriate, then click Save & Exit.
Users who have been assigned any of the roles that you selected will now see On-Line Payments on their My Stuff menu, as described below.
