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	<title>etransfer &#8211; Bike Root</title>
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	<title>etransfer &#8211; Bike Root</title>
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		<title>Square App: Basics</title>
		<link>https://bikeroot.ca/docs/square-app/</link>
					<comments>https://bikeroot.ca/docs/square-app/#respond</comments>
		
		<dc:creator><![CDATA[Bike Root]]></dc:creator>
		<pubDate>Thu, 05 May 2022 19:29:38 +0000</pubDate>
				<guid isPermaLink="false">https://bikeroot.ca/?post_type=docs&#038;p=1359</guid>

					<description><![CDATA[Entering sale of parts On the Bike Root iPad: Open the Square app Select part If part not listed, enter as Misc and leave description in comment Enter price Select + If more than one of same item, select item after and change quantity Repeat for each item Select Charge If paying with cash or [&#8230;]]]></description>
										<content:encoded><![CDATA[<div class="wp-block-image">
<figure class="aligncenter size-large"><img fetchpriority="high" decoding="async" width="1024" height="768" src="https://bikeroot.ca/wp-content/uploads/2022/05/main-1024x768.png" alt="" class="wp-image-1365" srcset="https://bikeroot.ca/wp-content/uploads/2022/05/main-1024x768.png 1024w, https://bikeroot.ca/wp-content/uploads/2022/05/main-300x225.png 300w, https://bikeroot.ca/wp-content/uploads/2022/05/main-768x576.png 768w, https://bikeroot.ca/wp-content/uploads/2022/05/main-1536x1152.png 1536w, https://bikeroot.ca/wp-content/uploads/2022/05/main.png 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /><figcaption>Square app main screen</figcaption></figure></div>


<h2 class="wp-block-heading">Entering sale of parts</h2>



<p>On the Bike Root iPad:</p>



<ul class="wp-block-list"><li>Open the <strong>Square</strong> app</li><li>Select part<ul><li>If part not listed, enter as Misc and leave description in comment</li></ul></li></ul>



<ul class="wp-block-list"><li>Enter price</li><li>Select <strong>+</strong><ul><li>If more than one of same item, select item after and change quantity</li></ul></li><li>Repeat for each item</li></ul>


<div class="wp-block-image">
<figure class="aligncenter size-large is-resized"><img decoding="async" src="https://bikeroot.ca/wp-content/uploads/2022/05/parts_01-1024x768.png" alt="" class="wp-image-1366" width="512" height="384" srcset="https://bikeroot.ca/wp-content/uploads/2022/05/parts_01-1024x768.png 1024w, https://bikeroot.ca/wp-content/uploads/2022/05/parts_01-300x225.png 300w, https://bikeroot.ca/wp-content/uploads/2022/05/parts_01-768x576.png 768w, https://bikeroot.ca/wp-content/uploads/2022/05/parts_01-1536x1152.png 1536w, https://bikeroot.ca/wp-content/uploads/2022/05/parts_01.png 2048w" sizes="(max-width: 512px) 100vw, 512px" /><figcaption>Entering price of item</figcaption></figure></div>


<ul class="wp-block-list"><li>Select <strong>Charge</strong><ul><li>If paying with cash or <a href="https://bikeroot.ca/docs/square-app/#3-toc-title">e-Transfer</a>, select cash amount</li></ul><ul><li>If paying with card or mobile payment, use Square reader</li></ul></li></ul>


<div class="wp-block-image">
<figure class="aligncenter size-large is-resized"><img decoding="async" src="https://bikeroot.ca/wp-content/uploads/2022/05/parts_02-1024x768.png" alt="" class="wp-image-1367" width="512" height="384" srcset="https://bikeroot.ca/wp-content/uploads/2022/05/parts_02-1024x768.png 1024w, https://bikeroot.ca/wp-content/uploads/2022/05/parts_02-300x225.png 300w, https://bikeroot.ca/wp-content/uploads/2022/05/parts_02-768x576.png 768w, https://bikeroot.ca/wp-content/uploads/2022/05/parts_02-1536x1152.png 1536w, https://bikeroot.ca/wp-content/uploads/2022/05/parts_02.png 2048w" sizes="(max-width: 512px) 100vw, 512px" /><figcaption>Payment options</figcaption></figure></div>


<ul class="wp-block-list"><li>Offer customer receipt options</li></ul>



<hr class="wp-block-separator has-css-opacity"/>



<h2 class="wp-block-heading">Processing a return</h2>



<p>On the Bike Root iPad:</p>



<ul class="wp-block-list"><li>Open the <strong>Square</strong> app</li><li>Select <strong>Transactions</strong> (bottom of screen)</li><li>Locate the sale you are looking to refund<ul><li>Sales may be searched by the credit card number, customer name, customer email address, and/or date of purchase</li><li>If none of these can be found and a bike was purchased, the date of purchase may be located by searching the membership document for the customer</li><li>If no other information can be found and the customer cannot provide any, then a refund cannot be provided</li></ul></li></ul>


<div class="wp-block-image">
<figure class="aligncenter size-large is-resized"><img loading="lazy" decoding="async" src="https://bikeroot.ca/wp-content/uploads/2022/05/refund_01-1024x768.png" alt="" class="wp-image-1370" width="512" height="384" srcset="https://bikeroot.ca/wp-content/uploads/2022/05/refund_01-1024x768.png 1024w, https://bikeroot.ca/wp-content/uploads/2022/05/refund_01-300x225.png 300w, https://bikeroot.ca/wp-content/uploads/2022/05/refund_01-768x576.png 768w, https://bikeroot.ca/wp-content/uploads/2022/05/refund_01-1536x1152.png 1536w, https://bikeroot.ca/wp-content/uploads/2022/05/refund_01.png 2048w" sizes="auto, (max-width: 512px) 100vw, 512px" /><figcaption>Locate previous sale</figcaption></figure></div>


<ul class="wp-block-list"><li>Select <strong>Issue Refund</strong><ul><li>Select the item(s) to refund, or</li><li>Select the amount to refund</li></ul></li></ul>


<div class="wp-block-image">
<figure class="aligncenter size-large is-resized"><img loading="lazy" decoding="async" src="https://bikeroot.ca/wp-content/uploads/2022/05/refund_02-1024x768.png" alt="" class="wp-image-1371" width="512" height="384" srcset="https://bikeroot.ca/wp-content/uploads/2022/05/refund_02-1024x768.png 1024w, https://bikeroot.ca/wp-content/uploads/2022/05/refund_02-300x225.png 300w, https://bikeroot.ca/wp-content/uploads/2022/05/refund_02-768x576.png 768w, https://bikeroot.ca/wp-content/uploads/2022/05/refund_02-1536x1152.png 1536w, https://bikeroot.ca/wp-content/uploads/2022/05/refund_02.png 2048w" sizes="auto, (max-width: 512px) 100vw, 512px" /><figcaption>Sales details</figcaption></figure></div>

<div class="wp-block-image">
<figure class="aligncenter size-large is-resized"><img loading="lazy" decoding="async" src="https://bikeroot.ca/wp-content/uploads/2022/05/refund_03-1024x768.png" alt="" class="wp-image-1372" width="512" height="384" srcset="https://bikeroot.ca/wp-content/uploads/2022/05/refund_03-1024x768.png 1024w, https://bikeroot.ca/wp-content/uploads/2022/05/refund_03-300x225.png 300w, https://bikeroot.ca/wp-content/uploads/2022/05/refund_03-768x576.png 768w, https://bikeroot.ca/wp-content/uploads/2022/05/refund_03-1536x1152.png 1536w, https://bikeroot.ca/wp-content/uploads/2022/05/refund_03.png 2048w" sizes="auto, (max-width: 512px) 100vw, 512px" /><figcaption>Select items to refund</figcaption></figure></div>

<div class="wp-block-image">
<figure class="aligncenter size-large is-resized"><img loading="lazy" decoding="async" src="https://bikeroot.ca/wp-content/uploads/2022/05/refund_04-1024x768.png" alt="" class="wp-image-1373" width="512" height="384" srcset="https://bikeroot.ca/wp-content/uploads/2022/05/refund_04-1024x768.png 1024w, https://bikeroot.ca/wp-content/uploads/2022/05/refund_04-300x225.png 300w, https://bikeroot.ca/wp-content/uploads/2022/05/refund_04-768x576.png 768w, https://bikeroot.ca/wp-content/uploads/2022/05/refund_04-1536x1152.png 1536w, https://bikeroot.ca/wp-content/uploads/2022/05/refund_04.png 2048w" sizes="auto, (max-width: 512px) 100vw, 512px" /><figcaption>Enter amount to refund</figcaption></figure></div>


<ul class="wp-block-list"><li>Select <strong>Next</strong></li><li>Select <strong>Refund</strong></li><li>Select <strong>Done</strong></li></ul>



<hr class="wp-block-separator has-css-opacity"/>



<h2 class="wp-block-heading">e-Transfer Payments</h2>



<p>We also accept e-Transfer payments if the customer does not have cash, card, or mobile payment options.  Payment can be sent to info@bikeroot.ca with an obvious password and the sales can be processed as a cash transaction.</p>
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