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Taskip
Taskip
+
SQ
Payment Gateway

Connect Square to Taskip

Let clients pay Taskip invoices and service catalog orders by card through a secure Square checkout page.

Setup in 10 minutesIntermediatePaid plans only

Integrations available on paid plans ยท Cancel anytime

About this Integration

Square + Taskip

The Square integration sends clients to a hosted Square checkout page when they pay a Taskip invoice or service catalog order. Taskip re-reads the order from Square before it marks anything paid, so the status always matches what Square actually collected. Built for agencies and freelancers in the US, Canada, the UK and Australia who already use Square.

View Square's official documentation

How to Connect Square to Taskip

Takes about 10 minutes. No developer required.

  1. 1

    Go to Settings โ†’ Payment Methods โ†’ Square

  2. 2

    Paste your Square Access Token and Location ID (Square Developer Dashboard โ†’ Credentials and Locations)

  3. 3

    Add the Taskip webhook URL in Square for the payment.updated and order.updated events, then paste the Signature Key

  4. 4

    Save. Square appears on client invoices and service catalog checkout

What You Get with Square

Hosted checkout, no card data in Taskip

Clients pay on a Square page, so card details never touch your workspace.

Verified before marked paid

Taskip re-reads the Square order on return and on the webhook, so a forged call cannot mark an invoice paid.

Paid once, never twice

The return page and the webhook can both arrive. The invoice is settled once, with one payment email.

Sandbox testing

Turn on Test Mode to run the full flow against Square Sandbox before going live.

Frequently Asked Questions

Is the Square integration free?

No. Taskip integrations are available on paid plans only. The free plan includes core CRM, project management, and client portal features. To connect Square, upgrade to a paid Taskip plan.

How do I connect Square to Taskip?

Go to Settings โ†’ Payment Methods โ†’ Square Paste your Square Access Token and Location ID (Square Developer Dashboard โ†’ Credentials and Locations) Add the Taskip webhook URL in Square for the payment.updated and order.updated events, then paste the Signature Key Save. Square appears on client invoices and service catalog checkout

What happens if I disconnect Square from Taskip?

Disconnecting stops all future syncs and event sends. Your existing data in both Square and Taskip remains intact, nothing is deleted from either platform.

Which Square account details does Taskip need?

Taskip needs an access token, the Location ID you want to be paid into, and the webhook signature key. The webhook URL shown in Taskip must be entered in Square exactly as shown, because Square signs the notification URL and Taskip checks that signature.

More questions? Ask in our Discord community or contact support.

Paid Plans

Unlock Square on a Paid Plan

Integrations are available on paid Taskip plans. Upgrade in seconds, cancel anytime.