GoHighLevel Square POS Setup Guide

ClickUp users who are moving to GoHighLevel or running both tools often need a simple way to take in-person payments. This step-by-step guide explains how to connect Square as a payment provider for POS and mobile payments so you can charge customers quickly and securely.

By the end of this guide, you will know how Square works inside GoHighLevel, what Invoiced payments are, and how to process transactions using Square Terminal, virtual terminal, or payment links.

How Square POS Works in GoHighLevel

Square can be used in GoHighLevel specifically for Point of Sale (POS) and mobile payments through Invoiced payment links. It is not a full replacement for every online payment workflow, but it is ideal when you are charging customers in person or generating a quick invoice-style link for payment.

When you connect Square, GoHighLevel sends customers to a secure Square-hosted checkout page instead of processing the card information directly in your account. This keeps payment handling compliant and lets you benefit from Square’s POS features.

Key Limitations of Square in GoHighLevel

Before you integrate Square with GoHighLevel, you need to understand the current limitations. These limitations help you decide when Square is a good fit versus when to use another payment provider.

Only works with Invoiced-style payments for POS and mobile charges.
Does not function as a full shopping cart or e‑commerce payment processor inside funnels or websites.
Requires a Square account and, if using physical POS, a Square Terminal device or equivalent hardware.
The checkout experience is hosted by Square, not embedded directly inside your GoHighLevel pages.

These constraints come directly from the current integration design between Square and GoHighLevel and should be considered when planning your payment workflows.

Requirements Before You Start in GoHighLevel

To use Square as a POS and mobile payment provider inside GoHighLevel, you must have the following items ready:

An active Square account in good standing.
Access to your GoHighLevel agency or sub-account where the integration will be configured.
For in-person POS, access to a Square Terminal or equivalent Square POS device.
For remote or mobile payments, the ability to send links via SMS or email from your GoHighLevel account.

Once these requirements are in place, you can proceed with connecting the two systems.

Connect Square to Your GoHighLevel Account

The first part of the setup is to connect your Square account to GoHighLevel. This is done through the payment settings, where Square is added as a provider for Invoiced payments.

Step-by-step: Link Square in GoHighLevel

Log in to your GoHighLevel account and open the correct sub-account.
Navigate to the payment or integrations section where payment providers are managed.
Locate the Square integration option and select it.
Click the button to connect or authorize Square.
Sign in to your Square account in the pop-up window.
Review the permissions requested by GoHighLevel and approve them.
Wait for confirmation that the integration is connected successfully.

After this connection is completed, GoHighLevel can create Square-hosted payment links for your invoices and POS workflows.

Create Invoiced Payments with Square in GoHighLevel

Square works through Invoiced payments in GoHighLevel. Instead of capturing card data directly, the system generates a secure link to a Square checkout page where the customer completes payment.

Steps to Generate an Invoiced Payment

From your GoHighLevel sub-account, open the contact or opportunity you want to bill.
Create a new invoice or payment request for the desired product or service.
Select Square as the payment method or gateway, if multiple options exist.
Confirm the amount, description, and any tax or discount settings.
Generate the invoice and obtain the payment link created by GoHighLevel.
Send the link to your customer via SMS, email, or chat message from inside your account.

Your customer will click the link, be redirected to the Square-hosted page, and complete payment there. The status will then sync back to GoHighLevel for tracking.

Using Square Terminal with GoHighLevel

When you need in-person POS payments, you can use Square Terminal alongside your GoHighLevel workflows. The key is to trigger or reference the invoice while charging the card through Square hardware.

In-person POS Workflow

Create an invoice or payment record in GoHighLevel for the customer.
Choose Square as the payment provider to keep reporting aligned.
On your Square Terminal, select the correct amount or use the synced invoice if supported.
Have the customer tap, insert, or swipe their card on the Square Terminal.
Upon approval, ensure that GoHighLevel reflects the payment as completed for that invoice.

This approach allows your CRM, pipeline, and reporting in GoHighLevel to stay matched with your in-person Square transactions.

Mobile and Remote Payments via Square Links

Another common use case is remote or mobile payments. Instead of using a physical card reader, you send a Square payment link generated through GoHighLevel as part of your communication.

Mobile Payment Steps in GoHighLevel

Create the invoice in GoHighLevel as described earlier.
Generate the Square payment link.
Send the link by SMS or email using your automations, workflows, or manual messages.
The customer opens the link and pays online on the Square page.
Monitor the invoice status in GoHighLevel to confirm payment completion.

This method is ideal for phone sales, remote consultations, and on-the-go service providers who still want everything tracked in the same CRM.

Best Practices for Square and GoHighLevel

To get the most value from using Square for POS and mobile payments in GoHighLevel, keep these best practices in mind:

Always confirm which payment provider is tied to each invoice so reporting stays accurate.
Test a small transaction first to verify that statuses update correctly in your pipelines.
Use clear invoice descriptions so customers understand what they are paying for.
Standardize your POS workflows so your team knows whether to use Square Terminal or invoice links.
Regularly review both GoHighLevel and Square reports to reconcile revenue and spot any discrepancies.

Troubleshooting Square Payments in GoHighLevel

If payments are not going through correctly, or if invoice statuses are not updating, review the most common troubleshooting steps:

Confirm that the Square account is still connected and authorized.
Check that you are using the correct GoHighLevel sub-account where the integration is active.
Verify that the payment link you sent is the latest one generated for that invoice.
Ensure the customer completed the payment on the Square page and did not abandon checkout.
Review any Square-side limits, holds, or account issues that might block transactions.

For more in-depth technical information, you can review the official documentation for using Square as a payment provider for POS and mobile payments at this GoHighLevel help article.

Next Steps for Scaling Payments in GoHighLevel

Once Square is configured for POS and mobile workflows, you can expand your payment strategy in GoHighLevel by combining it with automation, pipelines, and follow-up campaigns.

Consider using automated reminders for unpaid invoices, tagging contacts based on successful payment events, and segmenting customers by purchase history for targeted marketing.

If you want expert help designing advanced CRM and payment workflows around GoHighLevel, you can explore professional services from Consult EVO, which specializes in optimization and automation strategies.

By understanding the integration limits and focusing on Invoiced-style POS and mobile payments, you can confidently run your in-person and remote payment operations using Square within GoHighLevel.

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