Square Workd
Payments integration

Get paid at the counter, the truck and the job site, all in one place

Square takes the card wherever you sell. Workd ties each payment to its order, so counter sales, COD deliveries and field payments land in one view, and Workd always knows what is paid.

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Where Square takes payment

  • Counter salesIn-branch card payments
  • COD deliveryDrivers take payment on delivery
  • Field salesReps take payment on site
  • Online checkoutCustomer portal payments
Runs throughYour Square account
The gap

Payments happen everywhere. Records should be in one place.

Distribution happens at your counter, on your trucks, at customer sites and online. Payments taken in all those places tend to live in different systems.

Square’s hardware and software work everywhere you sell, and Workd ties every payment back to the order and the account.

What stays the same
  • Your Square account and hardware
  • Your drivers’ and counter workflows
  • Reconciliation handled automatically
  • Card data never stored by Workd
By voice

Ask Workd what’s been paid

Ask Workd, and it answers from the payments Square already recorded.

Customer calls about a delivery
“Was my COD order paid when it dropped?”

✓Payment status read from the Square transaction linked to the order

Branch manager at close
“How much did we take at the counter today?”

✓Counter, delivery and online payments totaled in one view

What Workd adds

How Square works with Workd

Synced transactions

Square payments sync to Workd automatically. Orders show paid, AR updates and your books stay current.

Driver payment collection

Drivers with Square Readers take COD payments on delivery, linked to the order automatically.

Counter checkout

Ring up counter sales in Workd and take payment through Square in one workflow.

One payment view

Square, invoice and online payments in one place, reconciled automatically.

How it connects

Square hardware and capabilities

Hardware options

Use the Square device that fits each place you sell.

  • ✓Square Reader for mobile payments
  • ✓Square Terminal for counters
  • ✓Square Register for branches
  • ✓Tap to Pay on iPhone and Android

Capabilities

What customers can pay with, and how it holds up in the field.

  • ✓Contactless and chip cards
  • ✓Apple Pay and Google Pay
  • ✓Offline mode for poor signal
  • ✓Digital receipts

Questions about Workd and Square

Do we need new Square hardware?

No. Workd works with the Square Readers, Terminals and Registers you already use.

Can drivers take payment without signal?

Square’s offline mode stores the payment and processes it when the device reconnects.

How do payments reach the order?

Each Square payment syncs to Workd and marks the matching order paid.

Can we still take card payments online?

Yes. Online checkout in your customer portal is one of the supported payment scenarios.

Workd also connects to

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Give everyone on your team their own AI agent.

Distributors from $5M to $1.5B run their sales, orders and deliveries on Workd. Live on the ERP you already run in two to four weeks.