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Manage Bill Pay payment methods and vendors

Who is this article for?
  • Sellers and team members with the Manage subscriptions to Square services and Add-ons permission that want to manage Square Bill Pay vendors and payment methods. Set permissions in Square Dashboard.
  • Sellers with retail, bookings, services, or standard mode enabled in the Square Point of Sale app.
  • Square Checking account holders.
  • Square Free, Square Plus, and Square Premium subscribers.
  • About Bill Pay settings 

    You can add or edit vendor information in both the add and edit bill flow and in the Bill Pay vendor list.

    Before you begin 

    On iOS devices, Bill Pay is available in the Square Invoices app, Square Appointments app, and in the add-on libraries for the Square Point of Sale app and Square for Retail app.

    For Android devices, Square Bill Pay is available in the Square Invoices app, and in the add-on library for the Square Point of Sale app.

    Edit or delete Bill Pay vendors 

    You can connect to over 26,000 verified companies within our network when adding a new bill.

    Square Dashboard

    To edit a vendor:

    1. Sign in to Square Dashboard and go to Banking > Bill Pay > Vendors.
    2. Click the vendor you want to edit > Edit.
    3. Click Save.

    To delete a vendor:

    1. Sign in to Square Dashboard and go to Banking > Bill Pay > Vendors.
    2. Click the vendor you want to delete > Delete.

    You can view a full history of all transactions with each vendor from the Vendors tab. Click on a vendor to see their transaction history.

    Note: When a vendor is deleted, any bills associated with that vendor will remain in your bill list. To remove these bills, you can manually delete them.

    Point of sale app

    1. Open your point of sale app and tap ≡ More > Vendors.
    2. Tap a vendor to edit.

    Note: You cannot delete or deactivate Bill Pay vendors from Square mobile apps at this time.

    When adding or editing a bill

    1. Start adding or editing a bill from Square Dashboard or from the Square Invoices app, Square Appointments app, Square POS app, or Square for Retail app.
    2. Select Vendor name to edit or remove the vendor.
    3. Select Edit to start updating your vendor’s name, contact information, and bank account details.

    When you add a vendor’s bank account details for ACH payments, no additional verification is required. Funds will be sent directly to the bank account details you provide once the payment is initiated.

    Manage Bill Pay payment methods 

    Square Dashboard

    1. Sign in to Square Dashboard and go to Banking > Bill Pay.
    2. When adding or editing a bill click Next to advance to the payment method step.
    3. Choose from your available payment methods: Square Checking (instant or free), a debit card (free), an external bank account (free), Square Credit Card (2.9% fee) or an external credit card (2.9% fee). Select an existing method or select Add a payment method to add a new one.

    You can also manage payment methods by going to Bill Pay > Settings > Payment methods.

    Bill Pay - Square Dashboard - Payment Method - US-EN

    Point of sale

    1. Open your point of sale app and select Banking > Bill Pay.
    2. When you’re adding or editing a bill, tap Next or ••• > Schedule payment.
    3. Choose from your available payment methods: Square Checking (instant or free), a debit card (free), an external bank account (free), Square Credit Card (2.9% fee) or an external credit card (2.9% fee). Select an existing method or select Add a payment method to add a new one

    To add more payment methods from the app, you can also go to ≡ More > Settings > Bill pay > Payments.

    Connect or disconnect an external bank account

    :You can connect an external bank account to use as a payment method for Bill Pay. External bank payments are processed via Plaid and are free of charge. If you no longer want to use a connected bank account, or if you notice an unauthorized account linked to your Bill Pay, you can remove it.

    Connect a bank account

    1. Sign in to Square Dashboard and go to Banking > Bill Pay > Settings > Payment methods.
    2. Select Add a payment method.
    3. Select Bank Account.
    4. Follow the Plaid prompts to sign in to your bank and verify your account.
    5. Once connected, your external bank account appears as an available payment method when scheduling bill payments.

    Your external bank account is connected securely through Plaid. Square does not access or store your bank login credentials.

    Disconnect a bank account

    1. Sign in to Square Dashboard and go to Banking > Bill Pay > Settings > Payment methods.
    2. Locate the external bank account you want to remove.
    3. Select Bank Account.
    4. Select the bank account and select Remove.
    5. Confirm the removal when prompted.

    Removing a bank account does not cancel any pending payments already scheduled with that method. Review your scheduled payments before disconnecting.

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