Integration

    Square and Volty

    Volty answers menu and price questions from your Square catalogue and checks payments when a customer asks, with refunds approved by your team.

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    Updated

    Charged twice

    Volty finds both payments in Square and proposes the refund.

    DL

    David Lee

    WhatsApp · Customer

    Hi, I think I was charged twice for my latte at the Fulton Street kiosk this morning. $6.50 both times, card ending 4417.
    Looked up SquareFulton Street · 2 payments of $6.50 · card ending 4417
    VoltySorry about that, David. I can see two payments of $6.50 a minute apart this morning. I've asked the team to refund the second one.

    Waiting for approval

    Square refund: $6.50, card ending 4417, Mon 3 Nov 8:13am

    ApproveEditDecline

    Google Sheets

    Square payments · Fulton Street · Mon 3 Nov

    TimeItemAmountCard
    28:09amFlat white$5.50···· 2290
    38:12amLatte$6.50···· 4417
    48:13amLatte$6.50···· 4417
    58:15amAmericano$4.80···· 8051

    Row 4 added by Volty

    What Volty does with Square

    Square is a point of sale that takes payments and holds a business's item catalogue, and for many businesses their bookings too. Volty connects to Square with one sign-in. It can read the catalogue to answer menu and price questions, and read payments when a customer asks whether they were charged twice. A refund waits for a colleague to approve it.

    • Menu from the catalogue

      Items, options and prices read from Square.

    • Payment checks

      Volty finds the payment and tells the customer what it shows.

    • Bookings

      Upcoming bookings read from Square, for businesses that take them.

    • Refunds wait for you

      Anything that moves money starts Off and can need approval.

    A wide view of a specialty coffee kiosk in a busy mall atrium.
    Menu, prices and payments read from Square.

    An oat milk question

    A customer asks about the menu, and Volty reads the catalogue.

    BD

    ben.drinks.coffee

    Instagram · Customer

    Do you have oat milk? How much is an oat flat white?
    Looked up SquareFlat white $5.50 · Oat milk +$0.80
    VoltyYes, oat milk is $0.80 extra, so an oat flat white is $6.30. Both kiosks open at 7:30am on weekdays.

    As an automation

    Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

    A double charge to a refund

    1. When

      A customer reports a charge

      With the time and card

    2. Step 1

      Volty finds the payments

      From Square

    3. Step 2

      Proposes the refund

      A colleague approves it

    4. Step 3

      Tells the customer

      Once it is done

    A man in a cap paying by card at the counter of a sidewalk coffee window.
    Payment questions answered from the payment itself.

    How Volty connects to Square

    An admin signs in to Square from the Sources page and picks the tools Volty may use.

    1. 01

      Sign in to Square

      With the account that runs your locations.

    2. 02

      Turn on the reads

      Catalogue, payments and bookings.

    3. 03

      Choose the writes

      Refunds and bookings start Off.

    The tools Volty gets

    Each one is a switch on the Sources page in Volty.

    • Search catalogueReads
    • List paymentsReads
    • Read bookingsReads
    • Refund a paymentChanges
    • Create bookingChanges

    Reading tools can be turned on straight away. Anything that changes Square starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

    Common questions

    Can Volty change records in Square?

    Only when an admin allows it. Every tool has its own switch: tools that only read can be turned on, and tools that change a record start Off. A tool that is on can be set to check with staff, so each change waits for a colleague to approve it.

    How much does it cost to connect Square with Volty?

    Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

    Sign up for our 7-day trial. No credit card needed.

    Not convinced? Hear more from our CEO and Volty

    The Leonard and Volty Show · 8 October 2026

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