Square integration: How are we suppossed to manage the subscription for recurring payments?

  • HD_Werks
    Asked on February 28, 2019 at 2:39 PM
    How are we supposed to manage the subscription once a customer has checked that box on a form? Mine were billed this morning and I have now way to change these settings in either Jotform or Square
  • Kiran Support Team Lead
    Replied on February 28, 2019 at 2:54 PM

    The information I need is not available in this thread. I can only see past activity and not manage the subscription

    As mentioned by you in the other post, could you let us know with more information on manage the subscription? Do you mean to cancel the recurring payment or change the payment frequency or other? Since we are connecting to Square using Test mode, the transacations are not being displayed to test it further. It would be helpful for us to check the issue further if you can provide us with your requirement. 

    We will wait for your response. Thank you! 

  • HD_Werks
    Replied on February 28, 2019 at 3:00 PM

    Yes I cannot cancel their recurring payment. I am confused as to what you mean by test mode as this is all live and connected on my form?


    This is the form I am referencing:

    https://www.jotform.com/build/83324023431141


    Your team seems convinced that this is all managed through my Square dashboard however they are insisting that this payment is being triggered by Jotfrom API


    1551383900Screen Shot 2019 02 28 at 2 Screenshot 10

  • Elton Support Team Lead
    Replied on February 28, 2019 at 4:23 PM

    You're right, we are processing the payment through Square API where the records are kept on their side when the payment is successful so you should be able to see and manage them into your Square account. As far as I can see, our integration with Square will only process the payment and nothing else beyond that.

    So if you want to cancel the recurring payment, you will have to do it in your Square account. This guide from Square might help on how to cancel recurring payments. https://squareup.com/help/us/en/article/6105-manage-your-square-invoices

  • HD_Werks
    Replied on March 1, 2019 at 9:53 AM

    Elton,


    Maybe I am not being clear enough, but there is no way to control anything from within my square dashboard and their support team has confirmed multiple times that I cannot manage the subscribers through Square, and that the payment must be stopped through Jotform.

    I believe you are correct that Jotform is processing the payment, as Jotform is who my client was billed by. So how do I stop it?!

    What is my next step in terms of elevating this issue amongst your support team?

  • Welvin Support Team Lead
    Replied on March 1, 2019 at 11:06 AM

    We have already escalated two of your previous threads to our backend team. I understand your need to have an option to cancel previous payments/subscriptions made in the form, but until our developers will update us, I don't think there's an option currently. Our apologies for that. 

    Here are your threads that are escalated to our backend team:

    https://www.jotform.com/answers/1716092-Square-payment-subscription-Unable-to-manage-subscriptions#20

    https://www.jotform.com/answers/1746355-Where-can-I-find-and-cancel-a-subscription-payment-made-in-our-Square-payment-form#6 

  • HD_Werks
    Replied on March 1, 2019 at 2:12 PM

    Thanks Welvin you have been extremely helpful!

  • Elton Support Team Lead
    Replied on March 1, 2019 at 4:38 PM

    @HD_Werks

    According to our developer, you can cancel the subscription in your Square dashboard by following the visual guide below.

    You have just to find the customer from customer's directory and then delete the customer’s card. This will stop Square from charging the card.

     

    1551729053sqaureremove Screenshot 10

  • Özlem JotForm Developer
    Replied on March 4, 2019 at 3:08 PM

    Hello @HD_Werks,

    I am Ozlem form Payments Team. 

    Apparently, you have an issue about how to cancel Square recurring payment. 

    Square API V2 doesn't allow developers to create a recurring payment via API. Merchant can create subscriptions from Square dashboard but API doesn't allow it. In other words, there is no endpoint to send subscription plan etc. to Square.

    Square supports Card On File method and we implemented this feature to JotForm to make recurring charges. JotForm handles subscription plans and run a script to charge customers on time.  

    In addition, you can cancel your customers' subscriptions easily. 

    You need to go Customers->Directory on Square Dashboard and select your customer you want to cancel. When you remove his card from your dashboard, subscription will be ended.

    Please have a look at the following user guide for more details: How to cancel Square subscriptions

    If you have any questions, please let me know.

    Thank you.

  • HD_Werks
    Replied on March 4, 2019 at 3:18 PM

    Thanks Ozlem, I will go in and remove the cards for my clients. Wish we had a little more control over managing these subscriptions, but I understand if Square's API is a limitation. Thank you to you and your team for taking care of this issue!

    Best,

    Ryan