How do I set up recurring payments with Square?

  • Profile Image
    pdg46r
    Asked on January 26, 2020 at 01:29 AM

    Hi,

    I am looking to set up recurring payments with Square. From what I can gather you don't send much information to square and square doesn't manage the recurring payments as when I test the payments they just show as transactions and not recurring payments in square dashboard.

     

    So, from this can I assume that Jotform manages the subscription element and calls on squares Card on file each week to take my payment for that customer?

     

    If Jotform is managing the subscription will it automatically create a new "submission" automatically each week, charge the card on file and show in my dashboard?

     

    The reason I need to know this is I want to do a weekly draw each week and the entrants in the draw are my current subscribers but I need a way of exporting those current subscribers (ie. the ones who paid that week)



    This is a re-post of a comment on How to Setup a Recurring Payment Option

  • Profile Image
    roneet
    Answered on January 26, 2020 at 01:55 AM

    Square recurring is supported by JotForm. You can use Square Recurring integration with JotForm.

    When you select 'Sell Subscription' as Payment Type, you can create subscription plans and collect payments.

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    Guide: https://www.jotform.com/help/559-How-do-I-work-with-Square-Subscription-and-cancel-it-in-JotForm

    Guide: https://www.jotform.com/square/recurring-payments/

    If you need more details, please feel free to let us know.

    Thanks.

  • Profile Image
    pdg46r
    Answered on January 26, 2020 at 03:50 AM
    This didn’t answer my question.
    Paul Green
    +61 (0)405 495897
    Sent from my iPhone so excuse odd spelling mistake!
    ...
  • Profile Image
    roneet
    Answered on January 26, 2020 at 05:18 AM

    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 a subscription plan, etc. to Square.

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

    In case you want to cancel your customers' subscriptions:

    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, the subscription will be ended.

    If you have any questions, please let me know.

    Thank you.

  • Profile Image
    pdg46r
    Answered on January 26, 2020 at 06:50 AM
    Excellent thank you…
    I was confused how Jotform (which I see as a form builder) actually managed subscriptions but it actually seems to work quite well and the integration is good.
    I will do further testing for what I need.
    ...
  • Profile Image
    roneet
    Answered on January 26, 2020 at 08:00 AM

    Let us know if you have further questions.

    Thanks.