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Once saved, you will have created your Merchant Processing Token. You will need to reference this token to set up area(s) for the Square Processor in the next step.

Charge Settlement Type

Users must set up the Charge Settlement Type in Office for the corresponding Area. Setting up the charge Settlement Type will effectively set up a POS button for Square charges on specific devices in specific Areas.

To access, click System then Charge Settlement Types, as seen here.

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To Create a Charge Settlement Type, navigate to the Charge Settlement Types Grid and perform either of the following to launch the Charge Settlement Type setup screen:

Click the New icon on the toolbar.

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Right-click anywhere on the Member Types Grid and select New.

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Next, name your payment type (1), for this example, we have named it Square. Then set the Debit Ledger to the Club’s Primary Operating Account (If you have questions on what this account should be, please consult with your Club Accountant).

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Select the corresponding Area (2) from the list in accordance with where the Square reader will be taking payments. For this example, we are using the Ocean Side Gazebo. Leave the remaining fields alone.

Please Note: The Name the section highlighted above (3) is the Display Name of the Square option in the POS.

Setup Area(s) for Square Processor

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