Square

There are multiple articles within this folder whereas Square is not a traditional POS system nor is it a traditional payment devices.

Square Contacts
Peter Sloan <psloan@squareup.com> Matt Piva mpiva@squareup.com MyTran Borrego mytranborrego@squareup.com General Inquiries: paycompass@squareup.com...
Wed, 10 Jun, 2026 at 8:57 AM
Square Daily Bearings
Highlights from the 1st Square Daily Bearing April 16th, 2026 Signing up with Square through PayCompass is quick and simple—no underwriting required. M...
Wed, 10 Jun, 2026 at 9:08 AM
Best Practices with Square
Please remind agents that we can only submit net new Square merchants. Hardware or SaaS plan upgrades do not qualify. As part of being a strong Square part...
Wed, 10 Jun, 2026 at 9:09 AM
Cash Discounting w/Square (4% Flat Rate)
Disclaimer: Square does not offer a built in or separately billed “Cash Discount Program” at a fixed 4% rate.  Instead, Square allows merchants to create t...
Wed, 10 Jun, 2026 at 9:11 AM
How to change the CP/CNP rates from Square published rates
Sales agents can change both CP & CNP rates with Square.  Once the merchant is signed up, the sales agent will send an email to sales@paycompass.com...
Wed, 10 Jun, 2026 at 9:18 AM
Merchant facing: Setting up a cash discounting program w/ Square
If you are a Square seller looking to implement a cash discount program, you can do so in a few steps: Update your pricing: You may want to update your...
Wed, 10 Jun, 2026 at 9:21 AM
For Sales Agents: Square Pricing & 50 BPS Buy Rate
Purpose:  This guide explains how an agent's earnings work when selling Square through our program. PART I: How Margin Is Calculated An agent'...
Wed, 10 Jun, 2026 at 9:24 AM
Good Fit & Bad Fit
Good fit: Any start-up businesses E-Commerce businesses with websites Vape Shops that also sell ONLY CBD ~ 0.3% THC threshold still applies Massage Par...
Wed, 10 Jun, 2026 at 9:28 AM
For RSDs: Tracking Agents w/ Square Accounts
Purpose/End Goal Accurately track all sales agents utilizing Square to ensure full visibility into agent participation, adoption trends, and agent‑level p...
Wed, 10 Jun, 2026 at 10:49 AM
For Sales Agents - Tracking New Square Merchants
Purpose/End Goal To ensure the Sales Operations team accurately tracks all sales agents and merchants using Square during the “crawl” phase Applies t...
Wed, 10 Jun, 2026 at 10:54 AM