# Square and Volty

> Volty answers from your Square catalogue, checks payments and proposes refunds for approval, on WhatsApp and Instagram.

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

Talk to Volty · Free trial

Updated 2 Nov 2026

## 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 Square · Fulton Street · 2 payments of $6.50 · card ending 4417

Volty Sorry 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

Approve · Edit · Decline

Google Sheets

Square payments · Fulton Street · Mon 3 Nov

|  | Time | Item | Amount | Card |
| --- | --- | --- | --- | --- |
| 2 | 8:09am | Flat white | $5.50 | ···· 2290 |
| 3 | 8:12am | Latte | $6.50 | ···· 4417 |
| 4 | 8:13am | Latte | $6.50 | ···· 4417 |
| 5 | 8:15am | Americano | $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.

Connects with

One Square sign-in

Volty reads

Catalogue, payments, bookings

Volty can change

Refunds and bookings, when turned on

Setup

A few minutes

Category

E-commerce

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 Square · Flat white $5.50 · Oat milk +$0.80

Volty Yes, 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

- When · A customer reports a charge · With the time and card
- Step 1 · Volty finds the payments · From Square
- Step 2 · Proposes the refund · A colleague approves it
- Step 3 · Tells the customer · Once it is done

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.

- 01 · Sign in to Square · With the account that runs your locations.
- 02 · Turn on the reads · Catalogue, payments and bookings.
- 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 catalogue · Reads
- List payments · Reads
- Read bookings · Reads
- Refund a payment · Changes
- Create booking · Changes

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.

## Related integrations

- Stripe Payments
- Shopify E-commerce
- Xero Accounting & ERP
- Instagram DM Messaging channels
- Google Sheets Spreadsheets & databases

All integrations

## Start your free trial

Talk to Volty · Start your free trial

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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### Trust in the AI world

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### Does the AI model matter?

The Leonard and Volty Show · 19 August 2026

### What are AI agents?

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## Links

- [E-commerce](https://voltade.com/integrations?category=ecommerce)
- [StripePayments](https://voltade.com/integrations/stripe)
- [ShopifyE-commerce](https://voltade.com/integrations/shopify)
- [XeroAccounting & ERP](https://voltade.com/integrations/xero)
- [Instagram DMMessaging channels](https://voltade.com/integrations/instagram)
- [Google SheetsSpreadsheets & databases](https://voltade.com/integrations/google-sheets)
- [All integrations](https://voltade.com/integrations)
