Payment Processing Integration

Process Square Payments Over the Phone — Automatically

Marlie AI handles inbound calls and processes Square payments in real time — send payment links, look up customer accounts, and confirm transactions without a live agent.

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Square payments and customer data, driven by phone calls

Square is the go-to payment platform for service businesses — salons, restaurants, contractors, retailers, and more. But most Square payments happen in person. Phone-based payment collection lags behind.

Marlie AI bridges that gap by integrating with Square to send payment links during calls, look up customer purchase history, and process payments — turning phone conversations into completed transactions.

What You Get with Marlie + Square

Everything you need to connect your phone calls with Square — fully automated, zero manual work.

Phone Payment Collection

Marlie sends a Square payment link via SMS during the call — customers pay on their phone while still speaking with the AI.

Customer Lookup

Marlie queries your Square customer directory to identify returning customers and pull up their purchase history.

Invoice Payment by Phone

Customers calling to pay a Square invoice can complete payment on the call — Marlie sends the link and confirms.

Deposit & Pre-Payment

Collect service deposits at the time of booking — Marlie processes the amount via Square and confirms receipt.

PCI-Compliant Processing

All payment data is handled by Square's PCI-certified infrastructure — Marlie never stores sensitive card information.

Automatic Receipts

Square sends automatic email or SMS receipts after payment — customers always have a record of their transaction.

How It Works

Get up and running with Square in minutes — no coding required.

Connect Square to Marlie

Authorize Marlie to connect to your Square account through Square's secure OAuth flow — one-click setup.

Configure Payment Triggers

Define which call scenarios trigger payment collection — new bookings, outstanding invoices, or service deposits.

Marlie Handles the Call

When a caller is ready to pay, Marlie generates a Square payment link and sends it to their phone via SMS during the call.

Payment Confirmed Instantly

Marlie confirms payment verbally once complete. Square sends the receipt, and the transaction is logged in your Square dashboard.

Built for Real Scenarios

See how businesses use Marlie + Square to capture more leads and streamline operations.

Salon & Spa Deposits

Scenario

A hair salon requires a $50 deposit for new appointments but loses revenue when clients don't show up or cancel.

Outcome

Marlie collects the deposit via Square payment link when the appointment is booked — reducing no-shows and protecting revenue.

Contractor Final Payment

Scenario

A contractor completes a job and the homeowner wants to pay by phone rather than in person.

Outcome

Marlie looks up the outstanding Square invoice, sends the payment link via SMS, and confirms payment on the call.

Restaurant Phone Orders

Scenario

A restaurant takes phone orders for pickup and wants to collect payment upfront to reduce no-shows.

Outcome

Marlie takes the order, calculates the total, sends a Square payment link, and confirms payment before the order is prepared.

Frequently Asked Questions

Common questions about the Marlie AI + Square integration.

Can Marlie process Square payments without a physical card reader?

Yes. Marlie uses Square's payment link and invoicing features to collect payment remotely — no card reader or in-person presence needed.

Does this work with Square's free account tier?

Yes. Marlie integrates with Square's standard and premium plans. Core payment features are available on Square's free tier; advanced features may require Square's paid plans.

Can Marlie access a customer's purchase history from Square?

Yes. Marlie can query your Square customer directory to identify returning customers and reference their previous transactions during the call.

What happens if the customer doesn't complete the payment link?

Marlie logs the incomplete payment attempt in your Marlie dashboard. You can configure a follow-up notification or route incomplete payments to a human for follow-up.