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Payments

Square + AutomateNexus CRM

Take Square payments on invoices and bookings.

Invoices — outstanding, overdue, paid this month and drafts above an invoice list with customer, due date, amount and a paid, sent, draft or overdue status
What you can do

Square, wired into your pipeline.

  1. 01

    Square on invoices

    Take card payment through Square on invoice links and booking pages.

  2. 02

    Deposits at booking

    Collect a Square deposit at booking so no-shows cost less.

  3. 03

    Multi-processor by design

    Run Square alongside Stripe and PayPal and pick per invoice or per client.

How it works

Connected in three steps.

  1. Step 01

    Connect Square

    Settings → Payment processors. Credentials are encrypted at rest.

  2. Step 02

    Enable it where you sell

    Invoices, bookings, or both.

  3. Step 03

    Get paid

    Payment status writes back to the record automatically.

Under the hood

Built to be left alone.

  1. Two-way sync

    Changes on either side reconcile in real time. No stale records, no duplicates.

  2. Webhooks

    Square events can trigger agents and automations the moment they fire.

  3. No code

    Authorize, map, and go live in minutes — no developer required.

Your turn

Put Square to work.

Start your 7-day free trial and connect Square on day one. No credit card, no middleware.