Taking card payments with Square in Infigo

You can now use Square as a payment option in your Infigo storefronts.

This means your customers can pay by card through Square’s secure checkout, while orders are still created and managed in Infigo as normal.

Square supports common ecommerce needs such as:

Secure card collection and 3-D Secure (3DS) checks
Different capture modes (take the money straight away, or authorise and capture later)
Sandbox test accounts for trying everything out safely before going live

This article walks you through what the integration does and how to get it running.

How the Square integration works

When you enable the Square plugin and connect your Square account:

Customers see Square as a payment method at checkout.
Card details are handled by Square, not by Infigo, to stay PCI-compliant.
If a 3-D Secure check is needed, Square automatically shows the extra step to the customer.
Once Square confirms the payment, Infigo marks the order as authorised or paid, depending on your capture mode.

You still manage orders in Infigo, but the money is actually taken and tracked in your Square account.

Before you start

You’ll need:

A Square account (you can start with a Sandbox account if you just want to test).
Your Square credentials (Application ID, Access Token and Location ID) from the Square dashboard.
A clear idea of which currency you want to use. Square only accepts payments in the currency the account is configured for, so your store and your Square account need to match.

If you’re not sure where to find your Square credentials, Square’s own docs walk you through generating these from their Developer Dashboard.

Step 1: Enable the Square Payments plugin in Infigo

In your Infigo admin:

Go to the area where you manage Payment plugins.
Find the Square (or Square Payments) plugin.
Install it if needed, then set it to Enabled.

Once enabled, you should see Square available as a payment method that you can configure.

Step 2: Connect your Square account

Open the Square plugin settings in Infigo. You’ll see fields for the Square connection details. Enter:

Your Application ID
Your Access Token (use the Sandbox one while testing)
Your Location ID
The environment (Sandbox for testing, Live/Production when you’re ready to go live)

Save the settings and, if your plugin has a test/check connection button, use it to confirm the details are valid.

There is also an internal setting for the Square API version. In most cases you can leave this at its default value; it’s mainly there so support can adjust it if Square change their API.

Step 3: Choose how you want to capture payments

Square supports delayed capture, which means you can authorise the card now and capture the money later. There is a maximum window (7 days) to capture an authorised payment before it expires, so it’s worth thinking about how you work operationally.

In the Square plugin settings you’ll see capture mode options, for example:

Capture immediately after a successful authorisation (typical ecommerce setup).
Authorise only, and capture later (for example, just before shipping).

Pick the mode that matches how you want to run your store. You can adjust this later if your process changes.

Step 4: (Optional) Use the test capture mode for internal testing

For internal testing there is a special “Test Default Mode” switch.

When this is enabled at configuration level, you’ll see an extra “default” capture option that is meant for test flows. A typical test pattern might be:

Turn on the test mode switch.
Place an order with Square using the test mode.
Go to My Account or the order management area and confirm you can capture the payment from there.
Switch your capture mode back to your normal setting once you’re done testing.

This is just a helper feature so you can safely test capture from both checkout and from My Account without affecting real customers.

Step 5: Try a test transaction

Before you switch anything to live, do a full test in Sandbox:

Make sure your plugin is set to use a Sandbox Square account.
Add a product to your basket and proceed to checkout.
Choose Square as the payment method.
Use a Square test card number (Square provides these in their docs, including cards that trigger a 3-D Secure challenge and cards that don’t).
Complete the payment and confirm:
- The order is created in Infigo.
- The payment is shown as authorised/paid depending on your capture mode.
- The transaction appears in your Square Sandbox dashboard.

If you’re using delayed capture, also test capturing the payment from your order admin/My Account area, and confirm the status updates.

What your customers will see

From the customer’s point of view, the flow is straightforward:

They shop as usual, go to checkout and choose Square as the payment method. They see a secure card form where they enter their card details. If their bank requires an extra security step (3-D Secure), Square will show that challenge in the same flow, then return them to the checkout.

If the payment is successful:

The customer sees your normal order confirmation.
The order appears in their account/order history as usual.

If the payment fails, they’ll be shown an error and can either try again or choose a different payment method, based on how you’ve set up your checkout.

Currency and account notes

A couple of important points about currency:

A Square account is configured for a specific currency (for example USD, GBP or AUD).
Infigo will only accept payments through that Square account in the same currency.

If you run multiple stores in different currencies, you’ll need a matching Square account for each currency or restrict which stores can use Square.

3-D Secure and security

The Square integration is designed with security in mind:

Card data goes to Square, not to Infigo.
3-D Secure checks are handled by Square’s own payment flow.
The integration can be configured to meet PCI requirements using Square’s recommended approach.

When you test, it’s a good idea to use Square’s 3DS test cards so you can see what the challenge screens look like and confirm that both “challenge” and “no challenge” cases work correctly.

Refunds and order changes

Once you’re live, you can handle refunds in two ways:

Directly from your Square dashboard.
From within Infigo, if you use the built-in refund workflow (where supported, the plugin will send a refund request to Square using the original payment ID).

Either way, the refund is processed by Square, and your Infigo order status should be updated to reflect the change.