With Square connected, Payments reads your Square account live each time it opens. Four numbers sit at the top — Collected and Processing fees this month, On its way to your bank, Open disputes — and under them five tabs: Payments · Payouts · Disputes · Reports · Gift cards. On a phone each tab is its own screen.
- Payments: every online payment WorkBench took, with its invoice, method, live Square status, fee and the ↺ refund button. Below it, Square · outside WorkBench lists sales your Square account took somewhere else in the last 90 days — the Square POS app, Tap to Pay in the Square app, a reader, Square Invoices or Square Online. They're already in your bank but not on an invoice here, so each has Record on an invoice: it opens Collect payment with the amount, date, method and Square reference filled in; pick the invoice and save. Tap any row (or Details) for the whole story: what the client paid, the service fee if there was one, Square's fee, refunds, what reached your balance, and the itemized sale as Square recorded it — the POS cart, the online order, the Square invoice. A WorkBench charge has no Square order; its items are on the invoice.
- Payouts: each transfer Square made to your bank — when it was sent, to which account, its status, the transfer fee and the amount. Open one for What's in it: every payment, refund, dispute and fee that made up that payout, with gross, fee and net. Links to Instant transfer, Deposit schedule and Bank accounts in Square sit at the bottom. See When you get paid out.
- Disputes: cases where a client's bank questioned a charge, with the reason, status, respond-by date and amount. Open one to upload evidence and send it to the bank, or accept it. See Respond to a dispute.
- Reports: money in for the last 12 days, weeks or months (By day, By week, By month) — collected, refunds, fees and net — plus By tech (who was on the job the invoice billed) and By job type (the price-book services on the job). Download CSV gives the table to your bookkeeper. Cash and check payments you recorded count too; sales taken outside WorkBench show under No job.
If something's not working
The page asks me to Reconnect Square.
You connected Square before WorkBench read payouts, disputes or order items, so Square needs you to approve the new permissions once — the card says which. The owner presses Reconnect Square (on the Payments page or the Online Payments card in Settings) and signs in to Square as the first time. One click; payments keep working meanwhile and nothing else changes. Until then the tabs that need it stay empty. On the phone, Square opens in your browser: sign in to WorkBench there if it asks, approve, then come back to the app — the card updates on its own.
A tab says Square didn't answer just now.
Square was unreachable for a moment. Your own records still show; the Square numbers fill in when you open the page again.
The fee on a payment changed after a day.
WorkBench estimates the fee from the published rate when the payment lands and swaps in Square's posted fee once Square reports it. Reports use the posted fee whenever there is one.
A sale shows under Square · outside WorkBench but I already invoiced it.
Recording it with Record on an invoice is what links the two. Until then WorkBench has no way to know which invoice a Square POS sale paid.