---
title: "Square App: Basics"
description: "![](https://bikeroot.ca/wp-content/uploads/2022/05/main-1024x768.png) Square app main screen ## 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 -…"
url: "https://bikeroot.ca/docs/square-app/"
updated: "2024-07-15"
category: Shop Operations
tags:
  - etransfer
  - payment
  - square
---

# Square App: Basics

![](https://bikeroot.ca/wp-content/uploads/2022/05/main-1024x768.png)
Square app main screen

## 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

![](https://bikeroot.ca/wp-content/uploads/2022/05/parts_01-1024x768.png)
Entering price of item

- Select **Charge**
  - If paying with cash or [e-Transfer](https://bikeroot.ca/docs/square-app/#3-toc-title), select cash amount
  - If paying with card or mobile payment, use Square reader

![](https://bikeroot.ca/wp-content/uploads/2022/05/parts_02-1024x768.png)
Payment options

- Offer customer receipt options

---

## Processing a return

On the Bike Root iPad:

- Open the **Square** app
- Select **Transactions** (bottom of screen)
- Locate the sale you are looking to refund
  - Sales may be searched by the credit card number, customer name, customer email address, and/or date of purchase
  - 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
  - If no other information can be found and the customer cannot provide any, then a refund cannot be provided

![](https://bikeroot.ca/wp-content/uploads/2022/05/refund_01-1024x768.png)
Locate previous sale

- Select **Issue Refund**
  - Select the item(s) to refund, or
  - Select the amount to refund

![](https://bikeroot.ca/wp-content/uploads/2022/05/refund_02-1024x768.png)
Sales details

![](https://bikeroot.ca/wp-content/uploads/2022/05/refund_03-1024x768.png)
Select items to refund

![](https://bikeroot.ca/wp-content/uploads/2022/05/refund_04-1024x768.png)
Enter amount to refund

- Select **Next**
- Select **Refund**
- Select **Done**

---

## e-Transfer Payments

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.