ChargeDesk has full support for Square. Connect your Square account to ChargeDesk and you'll be able to deliver remarkable billing support for all your Square customers.
You can manage your customers inside HubSpot using the ChargeDesk Chrome extension
. We support tagging customers with payment details and managing their billing records on many Hubspot pages.
Features for Square and HubSpot
View Square Charges & Customers Related to a Support Ticket
ChargeDesk uses a unique algorithm to find all of the Square charges & customers related to any ticket you receive inside HubSpot. Where direct matches can not be found, related charges are also be displayed in case the customer is using a different email address or name.
Cancel Square Subscriptions
Any active subscription will have a button that allows you to cancel it immediately inside HubSpot. Customer and subscription details update in real time so you are never working with stale or out-of-date information.
Complete Access Control
ChargeDesk enables you to have complete control over your customer's information. This allows you to select which of your support agents can view and make changes to customer information. Any changes made by your agents are logged and easily accessible both online and in downloadable report form.
Cut Chargebacks & Churn
ChargeDesk helps you follow best practices to cut your chargeback rate. Every charge is a pathway for the customer to get in touch with you directly when they have a dispute, rather than going to their bank. You can resolve the issue before it turns into a chargeback. This leads to happy customers and lower churn rates.
Custom Billing Support Pages
ChargeDesk will generate a custom billing support pages for every Square payment you receive. These pages allow your customers to immediately see the current status of their payment and how it will appear on their bank statement. These pages also serve as a point where your customers can bring questions or disputes about their charges directly to you. Like email receipts, any questions which come from these pages will have all the related billing information attached in your helpdesk so you never have to guess which charge a customer is asking about.
Security is a key feature of ChargeDesk. We've spent countless hours hardening our systems and ensuring we use advanced, strong encryption wherever possible. We encrypt data both in transit and while it is stored on our servers. We support 2 factor authentication on any account.Read more about ChargeDesk Security.
HubSpot and Square
Supported Features for Square
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Refund Square Charges inside HubSpot
With the ChargeDesk application you can refund any charge right inside HubSpot. Partial and full refunds are supported. Refunds a processed immediately and you will receive feedback on their success. Once a charge is refunded it will show as such inside HubSpot.
Full Square Integration
ChargeDesk integrates continuously with Square. This means that your data is always kept in sync on both platforms, no matter where you make a change to your customers. Once you connect your Square store to ChargeDesk, you'll be able to deliver remarkable billing support for your customers in seconds.
Beautiful & Functional Email Receipts
Every receipt makes your customer feel loved. The responsive design looks great on every device and each email links directly to a unique support page for the charge. Replying to the receipt will create a ticket in your helpdesk with the full details of the charge included. Email receipts are optional - you can use the rest of ChargeDesk's features without activating them.
Automatic PDF Invoices
Do your customers request payment invoices for their records? ChargeDesk allows you to turn on automatic PDF invoices which are attached to all email receipts. You can easily configure all necessary tax information from your ChargeDesk settings.
Search your Entire Billing History
You can search for the last 4 digits of a credit card, by email address, customer name, username and more. This allows you to immediately find specific charges for a customer without spending time hunting through multiple systems.
Use Multiple Gateways
With ChargeDesk you can connect multiple payment gateways to the one account. This means that if you have, say, customers in both Stripe and PayPal, you can manage them all inside HubSpot. This happens transparently, so you can refund charges, manage subscriptions or create new charges for customers without needing to know which gateway they are supported through.
Your first 14 days of using ChargeDesk are free of charge! This allows you to test the service and in the (incredibly unlikely) case you find it's not for you, you pay nothing.Review full pricing information.