Excel Add-In for Square

Build 26.0.9770

Payments

Retrieves card payments processed through Square. Does not include cash or other non‑card tenders.

Table Specific Information

Select

The add-in uses the Square API to filter the results by the following columns and operators while the rest of the filter is executed client-side within the add-in.

  • Id supports the following operator: =.
  • CardLast4 supports the following operator: =.
  • CreatedAt supports the following operators: =, >=, <=, >, <.
  • LocationId supports the following operator: =.
  • TotalMoneyAmount supports the following operator: =.
  • UpdatedAt supports the following operators: =, >=, <=, >, <.
  • CardBrand supports the following operator: =.

Retrieve a single payment by providing a valid Id:

SELECT * FROM Payments WHERE Id = '5xNDT7Sd6qFHsLyKlugpZIqeV'

Filter by the creation date of a payment:

SELECT * FROM Payments WHERE CreatedAt > '2015-08-15'
SELECT * FROM Payments WHERE CreatedAt < '2015-08-15'

Insert

To create a payment, you must specify IdempotencyKey, SourceId, MoneyAmount, and MoneyCurrency.

INSERT INTO Payments (IdempotencyKey, SourceId, MoneyAmount, MoneyCurrency) VALUES ('390a7d22-49d6-4ff3-ae1e-755455d03b50', 'cnon:card-nonce-ok', 100, 'USD')

Update

A payment can be updated by providing the Id.

UPDATE payments SET IdempotencyKey = 'b741f5a5-c041-4bd6-9e79-dfefcf69c4b7', MoneyAmount = 200 , BuyerEmailAddress = '[email protected]' WHERE Id = '390a7d22-49d6-4ff3-ae1e-755455d03b50'

Columns

Name Type ReadOnly Description
Id [KEY] String True

Unique Square‑assigned identifier for the payment. Used for refunds, disputes, or reporting.

MoneyAmount Int64 False

The amount of money, in the smallest denomination of the currency indicated by currency. For example, when currency is USD, amount is in cents.

MoneyCurrency String False

The type of currency, in ISO 4217 format. For example, the currency code for US dollars is USD.

AppFeeMoneyAmount Int64 False

The amount the developer is taking as a fee for facilitating the payment on behalf of the seller.

AppFeeMoneyCurrency String False

The type of currency, in ISO 4217 format. For example, the currency code for US dollars is USD.

ApprovedMoneyAmount Int64 True

The initial amount of money approved for this payment. The amount the developer is taking as a fee for facilitating the payment on behalf of the seller.

ApprovedMoneyCurrency String True

The type of currency, in ISO 4217 format. For example, the currency code for US dollars is USD.

BankAccountOwnershipType String True

The ownership type of the bank account performing the transfer.

The allowed values are INDIVIDUAL, COMPANY, ACCOUNT_TYPE_UNKNOWN.

ACHDetailsAccountNumberSuffix String True

The last few digits of the bank account number.

ACHDetailsAccountType String True

The type of bank account performing the transfer.

The allowed values are CHECKING, SAVINGS, UNKNOWN.

ACHDetailsRoutingNumber String True

The routing number for the bank account.

BankName String True

The name of the bank associated with the bank account.

BankAccountCountry String True

The two-letter ISO code representing the country the bank account is located in.

BankAccountFingerprint String True

Uniquely identifies the bank account for this seller and can be used to determine if payments are from the same bank account.

BankAccountStatementDescription String True

The statement description as sent to the bank.

BankAccountTransferType String True

The type of bank transfer method.

The allowed values are ACH, UNKNOWN.

BillingAddressLine1 String False

The first line of the address.

BillingAddressLine2 String False

The second line of the address, if any.

BillingAddressLine3 String False

The third line of the address, if any.

BillingAddressAdministrativeDistrictLevel1 String False

A civil entity within the address's country. In the US, this is the state.

BillingAddressAdministrativeDistrictLevel2 String False

A civil entity within the address's administrative_district_level_1. In the US, this is the county.

BillingAddressAdministrativeDistrictLevel3 String False

A civil entity within the address's administrative_district_level_2, if any.

BillingAddressCountry String False

The address's country, in ISO 3166-1-alpha-2 format.

BillingAddressFirstName String False

Optional first name when it's representing recipient.

BillingAddressLastName String False

Optional last name when it's representing recipient.

BillingAddressLocality String False

The city or town of the address.

BillingAddressPostalCode String False

The address's postal code.

BillingAddressSubLocality String False

A civil region within the address's locality, if any.

BillingAddressSubLocality2 String False

A civil region within the address's sublocality, if any.

BillingAddressSubLocality3 String False

A civil region within the address's sublocality_2, if any.

BuyerEmailAddress String False

The buyer's email address.

Capabilities String True

Actions that can be performed on this payment. For example, EDIT_AMOUNT_UP, EDIT_AMOUNT_DOWN, EDIT_TIP_AMOUNT_UP, or EDIT_TIP_AMOUNT_DOWN.

CardDetailsApplicationCryptogram String True

For EMV payments, the cryptogram generated for the payment.

CardDetailsApplicationIdentifier String True

For EMV payments, the application Id identifies the EMV application used for the payment.

CardDetailsApplicationName String True

For EMV payments, the human-readable name of the EMV application used for the payment.

CardDetailsAuthResultCode String True

The status code returned by the card issuer that describes the payment's authorization status.

CardDetailsAVSStatus String True

The status code returned from the Address Verification System (AVS) check.

The allowed values are AVS_ACCEPTED, AVS_REJECTED, AVS_NOT_CHECKED.

CardId String True

Unique Id for this card. Generated by Square.

CardBillingAddressLine1 String True

The first line of the address.

CardBillingAddressLine2 String True

The second line of the address, if any.

CardBillingAddressLine3 String True

The third line of the address, if any.

CardBillingAddressAdministrativeDistrictLevel1 String True

A civil entity within the address's country. In the US, this is the state.

CardBillingAddressAdministrativeDistrictLevel2 String True

A civil entity within the address's administrative_district_level_1. In the US, this is the county.

CardBillingAddressAdministrativeDistrictLevel3 String True

A civil entity within the address's administrative_district_level_2, if any.

CardBillingAddressCountry String True

The address's country, in ISO 3166-1-alpha-2 format.

CardBillingAddressFirstName String True

Optional first name when it's representing recipient.

CardBillingAddressLastName String True

Optional last name when it's representing recipient.

CardBillingAddressLocality String True

The city or town of the address.

CardBillingAddressPostalCode String True

The address's postal code.

CardBillingAddressSubLocality String True

A civil region within the address's locality, if any.

CardBillingAddressSubLocality2 String True

A civil region within the address's sublocality, if any.

CardBillingAddressSubLocality3 String True

A civil region within the address's sublocality_2, if any.

CardBin String True

The first six digits of the card number, known as the Bank Identification Number (BIN). Only the Payments API returns this field.

CardType String True

The type of the card. The Card object includes this field only in response to Payments API calls.

The allowed values are UNKNOWN_CARD_TYPE, CREDIT, DEBIT.

CardholderName String True

The name of the cardholder.

CardCustomerId String True

The Id of a customer created using the Customers API to be associated with the card.

CardEnabled Boolean True

Indicates whether or not a card can be used for payments.

CardExpiryMonth Int64 True

The expiration month of the associated card as an integer between 1 and 12.

CardExpiryYear Int64 True

The four-digit year of the card's expiration date.

CardFingerprint String True

Intended as a Square-assigned identifier, based on the card number, to identify the card across multiple locations within a single application.

CardLast4 String True

The last 4 digits of the card number.

CardPrepaidType String True

Indicates whether the Card is prepaid or not. The Card object includes this field only in response to Payments API calls

The allowed values are UNKNOWN_PREPAID_TYPE, NOT_PREPAID, PREPAID.

CardReferenceId String True

An optional user-defined reference Id that associates this card with another entity in an external system.

CardVersion Int64 True

Current version number of the card. Increments with each card update.

CardTimelineAuthorizedAt Datetime True

The timestamp when the payment was authorized, in RFC 3339 format.

CardTimelineCapturedAt Datetime True

The timestamp when the payment was captured, in RFC 3339 format.

CardTimelineVoidedAt Datetime True

The timestamp when the payment was voided, in RFC 3339 format.

CardCVVStatus String True

The status code returned from the Card Verification Value (CVV) check.

The allowed values are CVV_ACCEPTED, CVV_REJECTED, CVV_NOT_CHECKED.

CardDeviceId String True

The Square-issued Id of the device.

CardDeviceInstallationId String True

The Square-issued installation Id for the device.

CardDeviceName String True

The name of the device set by the seller.

CardEntryMethod String True

The method used to enter the card's details for the payment.

The allowed values are KEYED, SWIPED, EMV, ON_FILE, CONTACTLESS.

RefundRequiresCardPresence Boolean True

Whether the card must be physically present for the payment to be refunded. If set to true, the card must be present.

CardStatementDescription String True

The statement description sent to the card networks.

CardStatus String True

The card payment's current state.

The allowed values are AUTHORIZED, CAPTURED, VOIDED, FAILED.

CardVerificationMethod String True

For EMV payments, the method used to verify the cardholder's identity.

The allowed values are PIN, SIGNATURE, PIN_AND_SIGNATURE, ON_DEVICE, NONE.

CardVerificationResults String True

For EMV payments, the results of the cardholder verification.

The allowed values are SUCCESS, FAILURE, UNKNOWN.

CashBuyerSupplierMoneyAmount Int64 False

The amount of money, in the smallest denomination of the currency indicated by currency.

CashBuyerSupplierMoneyCurrency String False

The type of currency, in ISO 4217 format. For example, the currency code for US dollars is USD.

CashChangeBackMoneyAmount Int64 True

The amount of change due back to the buyer. This read-only field is calculated from the amount_money and buyer_supplied_money fields.

CashChangeBackMoneyCurrency String True

The type of currency, in ISO 4217 format. For example, the currency code for US dollars is USD.

CreatedAt Datetime True

The timestamp of when the payment was created, in RFC 3339 format.

CustomerId String False

The Customer Id of the customer associated with the payment.

DelayAction String False

The action to be applied to the payment when the delay_duration has elapsed.

The allowed values are CANCEL, COMPLETE.

DelayDuration String False

The duration of time after the payment's creation when Square automatically applies the delay_action to the payment.

DelayedUntil Datetime True

The timestamp of when the delay_action is automatically applied, in RFC 3339 format.

ExternalDetailsSource String False

A description of the external payment source. For example, 'Food Delivery Service'.

ExternalDetailsType String False

The type of external payment the seller received.

The allowed values are CHECK, BANK_TRANSFER, OTHER_GIFT_CARD, CRYPTO, SQUARE_CASH, SOCIAL, EXTERNAL, EMONEY, CARD, STORED_BALANCE, OTHER.

ExternalDetailsSourceFeeMoneyAmount Int64 False

The fees paid to the source. The amount_money minus this field is the net amount seller receives.

ExternalDetailsSourceFeeMoneyCurrency String False

The type of currency, in ISO 4217 format. For example, the currency code for US dollars is USD.

ExternalDetailsSourceId String False

An Id to associate the payment to its originating source.

LocationId String False

The Id of the location associated with the payment.

Note String False

An optional note to include when creating a payment.

OrderId String False

The Id of the order associated with the payment.

ProcessingFee String True

The processing fees and fee adjustments assessed by Square for this payment.

ReceiptNumber String True

The payment's receipt number. The field is missing if a payment is canceled.

ReceiptURL String True

The URL for the payment's receipt. The field is only populated for COMPLETED payments.

ReferenceId String False

An optional Id that associates the payment with an entity in another system.

RefundIds String True

A list of refund_ids identifying refunds for the payment.

RefundedMoneyAmount Int64 True

The total amount of the payment refunded to date.

RefundedMoneyCurrency String True

The type of currency, in ISO 4217 format. For example, the currency code for US dollars is USD.

RiskEvaluationCreatedAt Datetime True

Provides information about the risk associated with the payment, as determined by Square.

RiskEvaluationLevel String True

The risk level associated with the payment.

The allowed values are PENDING, NORMAL, MODERATE, HIGH.

ShippingAddressLine1 String False

The first line of the address.

ShippingAddressLine2 String False

The second line of the address, if any.

ShippingAddressLine3 String False

The third line of the address, if any.

ShippingAddressAdministrativeDistrictLevel1 String False

A civil entity within the address's country. In the US, this is the state.

ShippingAddressAdministrativeDistrictLevel2 String False

A civil entity within the address's administrative_district_level_1. In the US, this is the county.

ShippingAddressAdministrativeDistrictLevel3 String False

A civil entity within the address's administrative_district_level_2, if any.

ShippingAddressCountry String False

The address's country, in ISO 3166-1-alpha-2 format.

ShippingAddressFirstName String False

Optional first name when it's representing recipient.

ShippingAddressLastName String False

Optional last name when it's representing recipient.

ShippingAddressLocality String False

The city or town of the address.

ShippingAddressPostalCode String False

The address's postal code.

ShippingAddressSubLocality String False

A civil region within the address's locality, if any.

ShippingAddressSubLocality2 String False

A civil region within the address's sublocality, if any.

ShippingAddressSubLocality3 String False

A civil region within the address's sublocality_2, if any.

SourceType String True

The source type for this payment.

The allowed values are CARD, BANK_ACCOUNT, CASH, EXTERNAL, WALLET, BUY_NOW_PAY_LATER, SQUARE_ACCOUNT.

StatementDescriptionIdentifier String False

Additional payment information that gets added to the customer's card statement as part of the statement description.

Status String True

Indicates whether the payment is APPROVED, PENDING, COMPLETED, CANCELED, or FAILED.

The allowed values are APPROVED, PENDING, COMPLETED, CANCELED, FAILED.

TipMoneyAmount Int64 False

The amount designated as a tip.

TipMoneyCurrency String False

The type of currency, in ISO 4217 format. For example, the currency code for US dollars is USD.

TotalMoneyAmount Int64 True

The total amount for the payment, including amount_money and tip_money.

TotalMoneyCurrency String True

The type of currency, in ISO 4217 format. For example, the currency code for US dollars is USD.

UpdatedAt Datetime True

The timestamp of when the payment was last updated, in RFC 3339 format.

VersionToken String False

Used for optimistic concurrency. This opaque token identifies a specific version of the Payment object.

TeamMemberId String False

An optional Id of the TeamMember associated with taking the payment.

ApplicationDetailsApplicationId String True

The Square Id assigned to the application used to take the payment.

ApplicationDetailsSquareProduct String True

The Square product, such as Square Point of Sale (POS), Square Invoices, or Square Virtual Terminal.

BuyNowPayLaterDetailsBrand String True

The brand used for the Buy Now Pay Later payment. The brand can be AFTERPAY, CLEARPAY or UNKNOWN.

The allowed values are AFTERPAY, CLEARPAY, UNKNOWN.

BuyNowAfterPayEmailAddress String True

Email address on the buyer's Afterpay account.

BuyNowClearPayEmailAddress String True

Email address on the buyer's Clearpay account.

CardBrand String True

The card's brand.

The allowed values are OTHER_BRAND, VISA, MASTERCARD, AMERICAN_EXPRESS, DISCOVER, DISCOVER_DINERS, JCB, CHINA_UNIONPAY, SQUARE_GIFT_CARD, SQUARE_CAPITAL_CARD, INTERAC, EFTPOS, FELICA, EBT.

SquareAccountPaymentSourceToken String True

Unique identifier for the payment source used for this payment.

SquareAccountErrors String True

Information about errors encountered during the request.

WalletDetailsBrand String True

The brand used for the WALLET payment. The brand can be CASH_APP, PAYPAY, ALIPAY, RAKUTEN_PAY, AU_PAY, D_BARAI, MERPAY, WECHAT_PAY or UNKNOWN.

The allowed values are CASH_APP, PAYPAY, ALIPAY, RAKUTEN_PAY, AU_PAY, D_BARAI, MERPAY, WECHAT_PAY, LIGHTNING, UNKNOWN.

WalletDetailsBuyerFullName String True

The name of the Cash App account holder.

WalletDetailsBuyerCountryCode String True

The country of the Cash App account holder, in ISO 3166-1-alpha-2 format.

WalletDetailsBuyerCashTag String True

$Cashtag of the Cash App account holder.

WalletDetailsStatus String True

The status of the WALLET payment. The status can be AUTHORIZED, CAPTURED, VOIDED, or FAILED.

The allowed values are AUTHORIZED, CAPTURED, VOIDED, FAILED.

IsOfflinePayment Boolean True

Whether or not this payment was taken offline.

OfflineCreatedAt Datetime True

The client-side timestamp of when the offline payment was created, in RFC 3339 format. The range is determined using the offline_payment_details.client_created_at field for each Payment. If set, payments without a value set in offline_payment_details.client_created_at will not be returned. Default: The current time.

WalletDetailsErrors String True

Information about errors encountered during the wallet payment.

CardMerchantId String True

The ID of the merchant that stored this card.

CardCreatedAt Datetime True

The timestamp when the card was created, in RFC 3339 format.

CardDisabledAt Datetime True

The timestamp when the card was disabled, in RFC 3339 format.

CardIssuerAlert String True

An alert issued by the card issuer about the status of the card.

CardIssuerAlertAt Datetime True

The timestamp when the issuer alert was generated, in RFC 3339 format.

CardHsaFsa Boolean True

Indicates whether the card is a Health Savings Account (HSA) or Flexible Spending Account (FSA) card.

AppliedCardSurchargeDetails String True

Details about the card surcharge applied to this payment.

TerminalCheckoutId String True

An optional ID for a Terminal checkout that is associated with the payment.

BuyNowPayLaterDetailsErrors String True

Information about errors encountered during the Buy Now Pay Later payment.

Pseudocolumns

Pseudo column fields are used in the WHERE clause of SELECT statements (unless stated otherwise) and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
IdempotencyKey String

A unique string that identifies the request. Required for INSERT and UPDATE operations. Maximum 45 characters.

SourceId String

The Id for the source of funds for this payment.

AutoComplete Boolean

If set to true, this payment will be completed when possible. If set to false, this payment is held in an approved state until either explicitly completed (captured) or canceled (voided).

VerificationToken String

An identifying token generated by payments.verifyBuyer(). Encapsulates customer device information and 3-D Secure challenge results to indicate that Square has verified the buyer identity.

AcceptPartialAuthorization Boolean

If set to true and charging a Square Gift Card, a payment may be returned with an amount less than requested. Cannot be true when AutoComplete is true.

BuyerPhoneNumber String

The buyer's phone number. Must start with + followed by the country code and contain 9-16 digits total.

CustomerDetailsCustomerInitiated Boolean

Indicates whether the customer initiated the payment.

CustomerDetailsSellerKeyedIn Boolean

Indicates whether the seller manually keyed in payment details for the customer.

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Build 26.0.9770