Partner update

The New Square integration is here

Rebuilt sync, easier refunds, and a simpler setup for your store

We've rebuilt our Square integration from the ground up and added a new way to handle refunds. Here's what's new, how it works, and what to expect.

1. What's new

• Two-way order sync between your patrons' ordering app and your Square dashboard.
• Process refunds directly from the Merchant Manager — no more contacting support for orders placed without a Joe tablet.
• Order status updates automatically in both systems as orders are accepted, prepared, and completed.

2. How order sync works

• Connect your Square account under Settings → Integrations, and choose which location to sync.
• Orders flow between your Joe POS and your Square dashboard; accepting, marking ready, or completing an order updates both systems.
• Your Square dashboard needs a manual refresh to show newly arrived orders — status changes still sync in real time. This refresh step doesn't apply if you use the Square App or Square POS directly.
• Orders not accepted within 10 minutes are automatically canceled, same as today.

Tip: Connection acting up? Click Reconnect in the Integrations menu. If that doesn't resolve it, try disconnecting and reconnecting again.

3. Refunds, simplified

• Process full and partial refunds directly from the Merchant Manager.
• Full refunds include tips and donations; partial refunds cover items and tax.
• Every refund shows up in your Square transactions tab for clean bookkeeping.

Good to know: once an order is marked “picked up” in Square, refunds can only be completed through the Merchant Manager, not the Square dashboard.

4. Getting set up

• A verified phone number on file.
• The “Always Online” setting turned on.
• That's it — setup now lives entirely in the Merchant Manager, simpler than before.

5. A couple things still in progress

• Canceling a single item within an order isn't supported yet — it's on our roadmap.
• Square doesn't support store-level wait times; we're exploring ways to share prep time with patrons in a future update.

When it's live

Please reach out to Support at Support@joe.coffee with any questions.