How to accept payments via email with Square

The past 25 years have seen an explosion of new billing and payment options. “Gone are the days of mailing invoices and waiting for checks to arrive in the mail,” says David Blane of BrandGrow, a firm specializing in digital marketing. “Today’s electronic payment systems offer convenience, security, and instantaneous payment.”

Blane works with a variety of businesses to support their digital marketing and e-commerce operations, and he has experience with a wide range of electronic payment solutions, platforms, and apps.

While most people are familiar with the online payment portals hosted on many websites, it’s also possible to collect electronic payments through email. This is particularly useful for businesses that do repeat billing or for those that want to switch from the old-school mailed invoice.

In this article, we’ll focus on how to accept payments via email with Square, one of the most popular and widely used platforms for making and accepting digital payments.

Here’s how to accept payments via email with Square

Many people are familiar with email billing, where the email contains an invoice and a link directing the recipient to an online payment portal. One of the easiest ways to accept payments through email is with a JotForm payment form — a solution Blane, as a JotForm consultant, is familiar with.

Using JotForm’s Square integration, users can incorporate a Square payment form in their email to route payments directly to their Square account — without having the customer click through to a payment portal. Here’s how it works:

  1. Build your order/payment form.
  1. Go to the Payments tab in the Form Elements menu on the left side of the page, and add the Square payment field to your form.
  1. Click on Connect with Square, and then log into your Square account in the popup window.
  1. Select whether the payment is for a product, subscription, custom amount, or donation.
  1. Click on the Create New Product button. A new page will appear, where you can add options, such as quantity, size, color, etc.
  1. Save your form.
  1. Add your form to your email before sending it.

It’s that easy! With the JotForm-Square integration, you can easily invoice and collect payments via email. You can also use your form in emails you send through Mailchimp, Constant Contact, ActiveCampaign, and other bulk email platforms.

You can collect up to 10 payments per month through the JotForm-Square integration for free. For more monthly transactions, you’ll need to sign up for one of JotForm’s low-cost monthly plans. Square transaction fees for payments processed through JotForm payment forms are the same as for all Square transactions processed online: 2.9% + $0.30.

Payments processed with JotForm will automatically sync with your Square account. You can view your payment history in the Transactions section of your online Square Dashboard. Transfers for transactions processed through JotForm are handled just like Square point-of-sale payments — aligned with your transfer schedule.

As you’re setting up your JotForm-Square payment system, check out these JotForm guides for handling product options, coupons, shipping, and sales tax. Now that you’ve learned how easy it is to accept payments via email with Square, get started with a JotForm Square payment form today!

This article is originally published on Jan 12, 2021, and updated on Apr 12, 2021.
AUTHOR
Finance expert. Interested in economics, payment & specialized in online payment methods. Guilty of liking too many puppy photos on Instagram. You can reach Veronica through her contact form.

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