How can I allow my form that's integrated with Square to accept cash or check payments?

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    cityadministrator
    Asked on April 03, 2019 at 02:11 PM

    Hi,

    I'm building a form that syncs with Square, which was pretty easy, but it doesn't give an option to accept cash or checks.  How do I do that?

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    Jim_R
    Answered on April 03, 2019 at 03:54 PM

    Hey @cityadministrator - I'm afraid our current integration with Square only works like how you had it set up in your form. Using Square (or any payment field in particular) allows you to sell products or subscriptions within your form. For cash/check payments, this has to be handled separately.

    One way to approach this is to ask your customers first how they want to pay.

    e.g.

    Afterwards, you will conditionally show the respective fields based on their answer.

    IF How do you want to pay IS EQUAL to Credit Card, THEN SHOW the Square payment field

    IF How do you want to pay IS EQUAL to Cash, THEN SHOW a text field that will tell them instructions on how to pay by cash

    IF How do you want to pay IS EQUAL to Check, THEN SHOW the the related fields for check payments

    That's a rough example, but that's the general gist of it. The idea is to show them the respective fields based on how they want to pay you. I strongly recommend the guides I'm about to share as these will help you in setting up your conditions as you start creating them.

    Once you're done and something isn't working as you intend to, let us know which condition isn't working so we can have a closer look.

    Related guides:

    How-to-Show-or-Hide-Fields-Base-on-User-s-Answer

    Hide-or-Show-Multiple-Fields-at-Once

    Show-or-Hide-Multiple-Fields-at-Once-Using-the-Section-Collapse-Field