If you wish to have orders created for you for checkout, we need at minimum of a general item description & price per item your selling.  With Live Assistant Pro, there are many ways to give us the basic description & price for items.

To learn by reading or watching a video ways to name and price your items for a live, please review this help file: Pre-Loading Inventory - 7 Examples. Also once you watch this video, you can call us and we can help guide you to the best way to create inventory in for your busienss style.  

If you are interested in barcoding your products so you can scan your items during a live, but don't have a detailed inventory list, please review this help file: Pre-built Key Price-Point Barcodes - Print them yourself & Scan

1) Checkout Assistant requires a Square Account: Sign up for your own Square Account if you don't have one here: Square Sign-Up

2) Enable Checkout Assistant: To use Checkout Assistant in Live Assistant Pro, the first task is to go to Live Assistant Pro / Checkout Settings menu and read and agree to the key requirements & tips on Checkout Assistant and choose Yes to proceed.

3) Connecting to your Square Account - Checkout Assistant requires your own active Square account that you can use with your Live Assistant Pro account.  Click the "Link your Square store to Live Assistant Pro" button and follow the short steps to connect to your Square Account.  

You will have a Green Check next to Square Account Status upon successful connection of your Square Account to Live Assistant Pro.

4) Sales Tax - It is your responsibility as the store business owner to understand the taxes you need to apply to your customers purchases.  We enable the ability for you to select the tax rate levels you have created in your Square account.  Please contact a tax professional if you are unsure what to charge your customer for taxes for your business.   In Square, you can create Tax Rate Entries for specific State/County/City requirements.  You can find that page at: https://squareup.com/dashboard/business/manual-taxes.  Once you create one or more entries as needed for your unique business, Live Assistant Pro will allow you to apply those Tax Rates on a customer by customer basis.  You will need to have the entry "Enabled" in Square for Checkout Assistant to use the entry. 

Once a tax entry is applied to a customer, we will remember that entry and make an effort to apply it again on future orders.

You can click on Set Sales Tax % and it will bring up a pop-up with a drop down menu that will list all the Tax entries you created in your Square account so you can choose and apply the appropriate tax rate for that customer.  

In case you need to change the shipping costs, perhaps because the customer is going to pick-up so no shipping cost or perhaps the customer is located far enough away to increase shipping costs, or the items are more bulky or heavy, you can click on the Qty, Ship Price and Ship/PU text to bring up an "Edit Ship/Pickup Status or Price pop-up. 

Under Shipping Price, you can manually enter a new price for that shipment.  If you choose Pick-up, then shipping is set to zero.  If you have already sent the order, then notice you need to change the Tax or Shipping rates, you can change them and as long as the customer hasn't checked out yet, it will dynamically alter the order for the customer to your corrected amount. 

A) When you have completed a live, in Sales History each cart has a "Send Order" that is clickable. 

B) Before you send the order, make sure you have the customers email, if you don't have it, you can enter it in Sales History by either clicking on "Add Email" or the "Need Email" in the Send Order area. 

D) Check the Tax Rate area.  If it is set to "Set Sales Tax %, there is no tax rate set for this customers order.  Please click on "Set Sales Tax % in order to have the proper taxes withheld.  This is your responsibility as a retailer to set the proper tax amounts for your customer orders.  Consult a Tax Professional to verify the correct amounts. 

E) In the below example picture, you can see the Tax Rate is set to a demonstration amount of 7% for California, Orange County Tax Rate. 

F) Shipping Pick-Up/Ship & Tax Rates will be saved by customer, so the next sales order is further accelerated, can still be changed if needed. 

G) Once you have reviewed the Shipping and Taxes are correct, hit Send Order, and a Pop-Up comes up reminding you to set your tax rate and a Confirm Send button.  Hit Confirm Send and the Order will be created in your Square account and emailed to that end customer and may be sent via Facebook Messenger as well if configured. 

H) Notice that it now states "Order Sent" with the date/time it was sent above.   The link to the order has been added as well.  You can click on this link to view the order in Square and/or message it to the customer if they didn't receive it by email/FB messenger.   If you click on "Order Sent", you can choose 3 additional menu options: "Cancel Order", "Mark Paid" & "Resend Order".  Perhaps if the order was paid through some other way, you can choose to "Mark Paid".  "Resend Order" will email the order to the customer again.  If their email was wrong or not receiving it, you can change their email for the order and hit "Resend Order".  Finally, you can choose "Cancel Order", and it will cancel the order for that customer.  Cancelling will mark the order Canceled, the Items deleted and items will pass to the Next In Line Customers or be marked avaialble.  If a customer that is passed an item already has an order that has been sent, but not paid, it will update the order with these items.  

I) Once a customer pays their Order, You will get a green light and "Order Paid".   Also noticed that the In Cart/Checked Out numbers change for the live automatically as customers checkout.  Yellow and Green section above "Export Sales".   

When a retailer chooses "Send Order", we send the customer an Email with information about checkout.  If the customer has registered for Facebook Messenger Checkout Delivery, we will also attempt to deliver a checkout notification by Facebook Messenger as well.  Please note, due to Facebook requirements, FB Messenger Notifications are specific to the rights you had when they registered.  So if a customer registers for Facebook Messenger Cart Notifications on your business page and you go sell on another page/platform, the customer should register once again for that new page to allow FB messenger cart delivery as per FB rules. 

Example of Facebook Messenger Checkout. 

When you send an order with Checkout Assistant, we send the customer an Email.  

When the customer chicks Checkout, it will take them to their Square Order to complete checkout:

You can go to: https://squareup.com/dashboard/orders/overview and see your orders once your customers have paid them.    Or you can reach the Paid Orders by going to "Items & Orders, Orders. On the right side of each listed order is a ... "three dot menu".  Clicking the "..." will bring up a menu to let you view order details (including shipping address if they entered one), mark the order as in progress or mark it shipped.

Choosing "View Details" on an order, it will show you the order items, contact info including shipping address if the customer left it in Square. 

Refunding an Order - If you need to refund an order, you can choose "View Details" from this above pop-up menu or go to Main Menu, choose Transactions and click on the order.  

You will then get another "..." three dot menu and "Issue Refund" is an option, as well as "Edit Customer" details like their address in Square.