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Square logoPayments and accounting

Square × Volimox

A workflow to discuss

Connect in-person and online payment events to customer and service workflows.

Best for operators already taking payments through Square.

Example workflows

How Square can fit your workflow.

These are possible workflows to review for your account. Listing an app here does not mean a ready connector supports every action.

Actions to review with your team

  • Create payment link
  • Create customer
  • Read payment status
Example 01

Service request to Square payment link

Create a reviewable Square payment request from an approved service record.

Possible result

Square payment collection stays connected to the service request.

Example 02

Payment completed to operations update

Move a verified Square payment into the next booking or dispatch state.

Possible result

Operations can see which jobs are paid without checking another dashboard.

Provider names and logos belong to their respective owners. These are example workflows; the actions we build for you depend on your account access and agreed setup.