Square Resource Guide

What Square is in the NextPay lineup

• If a merchant is already on Square: we can only convert them if they're on rack rate with another reseller — we convert them by switching them to cash discount at 4%.
• If a prospect is not on Square yet: They choose one of two pricing models (see below), sign up through that link, and get their account + application. No negotiation — the rate is the rate. 4% cash discount OR rack rate (IC+). During underwriting, they can request rates between 3-4% if needed.

Pricing models & hardware

Two processing options: Merchant chooses one model, signs up through that link, and completes their application there. See "Submit a Square deal" section for signup links.

Important: Processing rates are fixed — no "meet or beat" negotiation. The rate is the rate.

Square Pricing Plans — Processing Fees

All plans include: Point of sale, reporting, receipt printing, integrations, inventory, and customer management. Merchants can switch plans anytime.

Key point: All fees shown are effective rates. No additional per-transaction fees or statement fees. Plus and Premium plans save money for higher-volume merchants.

What's Included in Each Plan

Rate conversation — NO negotiation

Square rates are fixed and public. There is no "meet or beat" negotiation, no rate conversation, no playing with pricing. Merchant chooses: 4% cash discount OR rack rate (IC+). That's it. If they're already on Square, pitch converting them to cash discount at 4%.

Exception: During underwriting, rates between 3-4% can be requested — that's it. Keep this simple: tell them the rate, move on.

Submit a Square deal

Email template to merchant

Note: This is an example — personalize the wording and tone to match your style and the merchant's needs.

Common docs every deal needs

• ✓ Signed merchant application (Square or NextPay)
• ✓ Voided check or bank account info
• ✓ Owner's driver's license (copy)
• ✓ 3 months of business bank statements (or projections for new businesses)
• ✓ Site/storefront photos (for POS placement installs)

Square Hardware — Full Pricing

All hardware can be purchased upfront or financed monthly. Current pricing; see squareup.com/pricing for latest.

Square Software & Features Included

All Square plans include access to these features. Features vary by industry type — some are industry-specific add-ons.

• Text Message Marketing — send promotions & updates to customers
• Gift Card Load — issue & manage gift cards in-store
• Bitcoin Conversions — accept crypto payments
• Square KDS App — kitchen display system for food businesses
• Square Kiosk App — self-service ordering kiosk
• ACH Bank Transfer (via invoice) — direct deposit payouts
• ACH Bank Transfer (via API) — programmatic payouts
• Cash App Afterpay — buy now, pay later integration

Industry-specific features: More advanced features available based on restaurant, retail, salon, or other industry type.

Square Implementation Services

Professional setup & migration services for a faster go-live. All pricing is one-time per merchant.

Custom rates: For services or scopes different than the above, pricing can be negotiated with Square's implementation team.

Support & resources

• Square Partner Support: 855-700-6000 — partner questions, deal questions, technical support
• Square Dashboard: square.com/dashboard ↗ — access merchant accounts, sales reports, settings
• Square Pricing: squareup.com/us/en/pricing ↗ — full hardware & software pricing
• Square Help Center: squareup.com/help ↗ — product docs and merchant FAQs
• NextPay Deal Desk: Google Chat — deal structure, commission questions, rate clarifications
• Merchant support: Send merchants to Square's help center for technical setup questions

Hardware setup & troubleshooting

Square's official setup guides for devices, peripherals and networking, plus troubleshooting steps and printer profile best practices.

• Hardware Setup & Troubleshooting → — Register, Stand, Terminal, Handheld, KDS, printers, scanners, scales, cash drawers, UniFi networking