Square Integration

Introducing the new Square integration in Docyt! This feature automatically pulls and displays daily revenue reports, offering seamless access to key business metrics such as sales, orders, taxes, unpaid invoices, unfulfilled orders, and payments from Square.

With this integration, data is automatically synced into Docyt for any selected date, removing the need for manual input, providing effortless, real-time financial insights directly within the platform, and reducing manual errors. This will enable you to automate manual processes to increase efficiency.

The integration will display the following data from Square for a specific day selected in the date picker:

• Revenue/Sales: Net sales by product for the selected day.
• Tips: Total tips collected for the selected day.
• Taxes: Total taxes on orders for the selected day.
• Assets: Sum of unpaid invoice amounts for the selected day.
• Liabilities: Sum of order amounts where payments have been received but are not closed as of the selected day.
• Payments: Payments (cards/cash/check/gift cards) received for each payment processor on the selected day.

Adjustments: Total payment processor fees for all payments on the selected day.

Click the "Save" button to finalize your settings.