Square is an online payment gateway. You can accept credit and Visa debit card payments from your customers and process them entirely through Square. Payments can be immediate or authorized for later capture.
Connecting your form to your Square account allows customers to securely make online purchases or payments without leaving your form. Orders can also be easily tracked directly in your Square Dashboard.
Integrating your form with Square is relatively easy. Create a new or edit an existing form and follow the steps below.
- In Form Builder, click the Add Form Element button on the top-left side of the screen.
- Go to the Payments tab.
- Click Square from the list. You can also drag/drop it to add.
- Select a Mode first in the Payment Settings panel on the right side of the screen. Test Mode is for testing in Sandbox, and Live Mode is for accepting live payments.
- Click the Connect button to connect your Square account. Once connected, the button will display as Connected.
- Set up the other options accordingly:
- Business Location — If your business has multiple locations and you have them added in Square, you can select one here. It’s where Jotform will send your form transactions.
- Currency — Currency is locked based on your currency settings with Square.
- Payment Type — With Square, you can sell products or subscriptions, collect donations or allow user-defined amounts.
- Payment Methods — Credit Card is the default, but you can accept payments using Apple Pay, Google Pay, and Cash App Pay.
Did you know?
You can open the Payment Settings by clicking the Wand icon on the right side of the Square gateway.
Under the Additional Gateway Settings, you’ll find several options, which include the following unique options for Square:
- Customer Email — Choose the email address the form will send to Square. Useful if you have multiple email addresses in the form.
- Authorization Only — You can set up Square to authorize payments only and charge customers at a later date. Visit How to Enable Payment Authorization for more information.
- Order Fulfillment Type — Specify whether payments from your form are for Pickup or Shipment. Pickup is the default for the payments made through your Square form.
- Send Payment Receipt — Choose whether to send the Square-generated receipt to your customers.
- If you’ve selected Sell Products or Sell Subscriptions from the Payment Type, scroll down and click the Continue button to add your product or subscription items. If it’s the others, click the Save button to complete the integration.
See also:
- Setting Up Your First Order Form
- How to Set Up a Recurring Payment Option
- How to Add Coupon Code to Payment Forms
- How to Add Shipping Cost to Payment Forms
- How to Add Tax to Your Payment Form
- How to Add Options to Payment Forms
- How to Generate an Invoice for Your Payment Form
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99 Comments:
hello,
I've made an item automatically add to customers carts and would like to change that setting. How can I do so?
Hello! I have the same question as Alba Villaronga. Our sales made off Jotform are not going to a corresponding item in our square items list and therefore being categorized as “none” which is difficult for our bookkeeping. Is there a way to link what we are selling through Jotform to a specific item in square?
Hello, I built a form using jotform for hair extension consultation, it was built because we want to know the type of hair our customers want and this morning we tried to log in and we noticed we have been banned. We are using it because we love Jotform and we want to continue using it, kindly help us and look into it and unrestrict us.
Can you integrate square payment options alongside an appointment booking system with the square and jotform appointments syncing together?
We have successfully verified our Square account, but when I try to do a test purchase it is saying 'Payment error 1, this account has not been enabled to take payments" the form is in live mode. Please assist. Thanks!
We have linked Square to Jotform with no problem. The only issue we are having is that when we receive a payment thru Jotform they show up as uncategorized in Square, meaning that when we are trying to report where our money comes from (academy, tournament, league, etc.) it's impossible for us to have the correct numbers because all the payments received through Jotform come uncategorized.
We spoke with Square and they say is an issue with the API that could be fixed on Jotform. Can someone help? Thanks!
I would like to create a shopping cart for customers to add products, but not collect payment at the time. We would be invoicing them later. Is there a way to turn off the payment?
I want sales reps to use jotform to enter orders, but NOT capture payment info or accept payment when submitting. Payment comes later. Order (form) submitted, order prepared, order delivered, then I process their payment - more than 6 days later. I'd have to submit a new form to handle the payment if I integrate with square? That defeats the purpose. Sounds like the ONLY way I can use this integration is to accept payment immediately or within 6 days?
Hi there! I am trying to change the square account linked to our form. However, it won’t allow me to log in to the new account. I have disconnected the current square multiple times.
How do I add more products that are in a different category?
How do I simply link my beauty consult form to send the information to my square account so I can save that form under a clients account?
Help I added the square element and all of my products. I can connect to my square account through the square integration box but when I publish the form the cr card box is not there. It is on the form in the jotform build box. I can only enter First and last name for the cr card payment on the online form. On the square integration box it still shows connect to square first.
Does the products I create in jotform for the square payment integration, show in Square? I can't seem to find even the name. I did know that inventory wouldn't show/change, but thought I could still see the product name?
Unable to submit form:
JOTFORM.com/build/222068762657060
How to integrate a form without needing the payment function into Square.
I've connected to Square but in the location selector field it's only giving me one Square location?
Help with actual set up for Jot Forms
Connected purchase form to Square: I can't find the Credit Card info that people submitted nor do I know if the credit cards were run? Help?
I do meal prep and require a deposit at the time the order is placed. How do I set it up where 50% is due at the time the order is placed and the remaining portion due the day before orders are picked up? I am using Square as my payment method I see an algorithm on the develop side but I'm unsure as to how I go about plugging it in.
I'm trying to add Square element to my form and it's grayed out so I can't select it?
Have set-up Square payment. Is it possible to be able to link a Square Invoice Template to the payment/form, so that in square the payment is linked to an invoice.
My square integration is not showing Business location it says fetching locations. this hasn't happened before
We have a Square account/ Presently we use Jotform to capture registration info for an eight week program for kids 8-14 who want to learn to sail. We DO NOT and CANNOT take payment at the time of registration due to some restrictions on the type of camp we represent. We must wait until the day of or best case the day before the start of the class to invoice the parent. So we are inputing the info into Square separately. I'd there a way to key off of the class date and prompt Swaure to send the invoice on a delayed basis?
I own an airbrush tan business and just need the customer’s info transferred over to my Square app from the consent forms they fill out. I did a test one but the the info for the person wasn’t updated or stored.
Can I use this to get and store cards on file or only for processing?
Hi i have successfully connected to square as above. i had someone purchase a product and i have not yet seen it appear on my square although it is connected and in live mode.
Please help
I've integrated Square with our form BUT don't want to create NEW items. We already have the items we're selling in Square; how can I get the integration to pull them from Square?
Thanks for prompt and exact help. Worked like a charm. Had I know it was going to be that easy I would have contacted sooner. Now I know
I am having trouble with connecting to square. When it gets to the credit card filling in - only the name can be entered..
Please contact me. I am concerned about my first square payment. How long does it take to process into my square account?
Can my customers use their square gift cards on a jot form?
I have data that is passed from one form to a final payment form.
There are 2 data fields
1. Total Charge
2. Subscription charge
I need to user a payment gateway that will allows me to process as follows:
I need to process the total amount plus apply a portion of the total to a monthly subscription.
I have both PayPal and square. How can I accomplish this ?
Calnew12@gmail.com
I would like to echo the feedback about the clunky Square and Jotform Functionality.
When a Jotform purchase is processed through Square on the Square end the item sold shows up as customer name+item name -"Renee Dinner + Dessert ONL..."
This is largely unhelpful when reconciling payments on the Square end of things.
Hello, I just integrated a form with square and the information is not syncing with square as it should. The name and email along with other info shows up in the wrong places. It does not create the customer as it should. All line items are blank when I click view customer info. Shouldn't it populate the amount charged, email and customer name and other info into Square?
I'd like to create a form with different options to pay via CC. Full amount, divided into 3 payments, or other amount the customer fills in. Can you give me some insight on how to do this?
I found my 3 integrations, 2 are checked off with bright green check, the 3rd one which is SQUARE however is checked of but with a muted green, not bright green.
What does that mean? Is square connected to jotform or not??
The payment fields are locked on registration form.
Is there a way to use Square to just collect users CC info without having to create a product for sale? I integrated my Square account successfully and created a product, but I made the price $0 and it wouldn't show the fields to enter the credit card data.
Hello, I am setting up a new order form with Square integration. I did this by first cloning a form I have used before, and then modified the product details etc. Can I assume that the Square integration that I had set up for the original form is still valid for the cloned-and-modified form, or do I have to repeat the Square integration process?
Also I am confused a bit about how to use test mode. Do I simply set the mode to "test" and then do a dummy form submission with one of the test card numbers at the Square website, or is it more complicated than that?
Thanks, Allan
Thank you! every helpful
I want to populate more fields in Square Customer Directory from the form when the customer signs up for my beer club. Birthday and phone-number, specifically. I also want the Group attribute in Square to be assigned the same fixed value of "Beer Club" when a customer signs up. How can I pass these values through to Square using your integration?
I used before, but now the button to CHARGE CUSTOMER NOW it isn’t working.
Thank you
Hi! I’m trying to create a form that I can attach to new appointments made in square automatically. Is this possible to do?
I am trying to set up multiple products on jotform/square, but when I test it, I can't "purchase" multiple items. I can only purchase one item. How do I get around this?
Have a question. How do I create a form to capture credit card information without listing products? Is there a way to do that? I have several different products to list them all. I am having them input the items they want.
I am interested in converting our company's paper rental form into a digital contract using Jotform and the Square integration. On our rental form, we collect data other than the customer's name, email, address, and phone number. Is it possible to connect data entry fields in Jotform to custom data fields on a customer's account in Square?
I am not receiving payments with Square. I am connected and completed the integration.
If we choose to use the Square payment integration, does the Square card swiper or the contactless chip reader feed the credit card information directly into the jot form OR does the credit card information have to be entered manually?
Hello
I have a jotform set up as a subscription and has just revived an email to say that my OAuth token has expired.
I understand I need to reconnect it to the square but I’m not sure how to do this?
I want to integrate 2cc payment gateway in my jotform form. How to eneble this service ?
I have not taken any plan yet . I m using the the free version of jotform.
Kindly provide me the detailed information
Thanks
Is there a way to have the buyer pay the processing fees?
Hello, Is there a way to indicate on the form that we are using Square or that the transaction is secured? Right now I only see the form entry, but nothing else.
Another question - not related to Square - where can I modify the font/size of the product type and cost?
Thank you, Iska
I know what Square charges per transaction, but are you also taking a percentage?
I am using the free version of jot note right now, but I plan to upgrade to a paid service right away. Is there a level of paid service I have to have to include square as a payment option?
I'm connected with Square, but the fields to enter credit card information are not editable in my form. I feel like I'm missing a step, but can't figure out where.
How do I Stop Jotform from sending an email receipt to my clients?
I calculate the amount to be charged using the conditional logic in my jotform. How can I feed that amount to Square to be charged?
Hello Experts: If I have a form where I sell, for example, seeds. The prices of the same are variable, what option do I have to configure a Form where I send Client A a form with one price and the same form of sale of seeds to Client B with another price, using Square ... I am afraid that if I send it to the first with a value of 10 usd, then I edit it and I send it to the second with a value of 5 usd, because both when they access, see my product at the last configured value. Cheers
We are a nonprofit. Do you have gift certificates so, for example, someone could purchase a yearly membership for someone else?
Hi My tests using square keep failing despite getting the áccount'connected image
All payments synced with Square come through as 'custom amount' and the persons name rather than the product or description provided when setting up the Square payment in the form. This is increasing the time spent reconciling payments as they aren't traceable straight away as they should be.
It would be very helpful to have this functionality available. Is there any update on an ETA for this to be implemented?
My jotform is currently synced with my square account, however, I can't see item/product names or details in my square dashboard. I can see the price of the transaction and the name of the person who purchased, but it gives no detail as to what was purchased or the quantity. The product name doesn't even show up on my square reports... everything says "uncategorized". How can we ensure that our product names show up on our square reports?
How many free payments may I process using the square integration?
Will Jot Form transfer customer data to my Customer database in Square? Can I see in Square once a person has completed the form by looking them up as a customer?
Is there a way the Square integration can "pull" products/items that we've already created in the Square Store?
HOw do you test the form?
I am having a hard time verifying that I have completed the intergration
This isn't working for me. After I attempt to log into Square, it says "Initializing Square Connect, please wait.." and nothing happens. Please help. I have made several attempts and am frustrated. Thank you
This isn't working for me. After I attempt to log into Square, it says "Initializing Square Connect, please wait.." and nothing happens. Please help. I have made several attempts and am frustrated. Thank you
how do i reconnect my form to Square
so it can start accepting payments again
i have received an email saying that access tokens for the form ...has expired and can no longer be renewed.
I have done all this but when I try a purchase, I get the message about the token. I cannot connect to Square or PayPal. Jotform just spins and spins.
I have done all this but when I try a purchase, I get the message about the token. I cannot connect to Square or PayPal. Jotform just spins and spins.
Like other people who have commented, I strongly feel that there needs to be a way to have the items showing as what they are rather than as uncategorized in Square to properly record the sales. If we are setting up products in the payment widget in Jotform, the product name needs to appear in the Square receipt or report.
I followed the above instructions and selected "User Defined Amount" because I am not selling a product.
I just would like my patients to be able to pay their invoice by credit cards through this form. I am not selling a product. It won't remain logged in to Square.
If I select 'Send Receipt" and also select "Authorize Only" when does the customer receive the receipt? I was thinking it would be once we capture the payment, but am not sure. Thank you.
How do I get the product items to match with the items in square? Currently the products go to square as uncategorized and as a custom amount.
After the client pays will he get an email? I suppose he will get the invoice from Square cause I opted it, but will the client get a thank you letter or something like that? Just interesting......
Is there a way to add a note to the transaction or another way to track these in Square?
Are you setting up products in square, or jotform?
I was receiving an error code after attempting a test payment online. You all responded with:
Answered by Jed_C
We apologize for the inconvenience. Kindly try to disconnect the integration and re-integrate it again. Let us know if the issue persists.
Referenced guide: https://www.jotform.com/help/459-how-to-integrate-form-with-square/
Let us know how it goes.
I have tried again and the issue is still happening. Can someone please help immediately otherwise I will go ahead and delete the account. Thank you!
We are getting an error message on our form that’s integrated with Square. It says “Access Token Missing.” Please advise.
Square, like other online payment options, has a transaction fee associated with each purchase. Where can we find the transaction fee associated with these options? I'm looking for Square for my form.
I am not trying to sell products using jotform and accept square. I HAVE products on my Square store and I want a customer information form on my square store. ???? How can I do this?
The credit card information fields are not working on my form I created and linked to my Square account.
Here is the website link:
We are using the Square App on some websites.
American Express uses a 4 digit CVV Security Code and is not supported by the app:
I've tried these steps but it won't accept the name and password we have on file and it won't send me any communication to tell me how to change the password so it will work. Billie Davolt set up the account but I am the member of the art center setting up the form on the website so I need to be able to get this done. We's rather use our new Square account but will use pay pal if we cannot get the help we need to complete the process. I have sent numerous inquiries over 2 weeks. Please respond or I'm done trying and will choose pay pal.
lindatuley@ymail.com or 208 358-1302
How do paying customers receive receipts once they have made payment through Jotform and Square?
With the free form option it says "receive three payments" as part of the package. What does that mean exactly? Three free payments received? Or three payments per month? If three payments free, then what is the charge for those above three per month?
How do I change the payment option from PayPal to my Square account without having to delete all the products and start over? I've already created my form and realize I need to use Square instead.
Is there a way to pull the actual credit card information that was entered while I was in test mode to process those payments. here is my form I had several people purchase tickets while i was in test mode and didn't realize I as in test mode and those payments didn't process. Please help
I didn't realize I was in test mode. SEVERAL people purchased tickets and made payment. Is there a way to go back to process those payments??
Is there a way to go back and process payments made while I was in test mode??
I am trying to use Jotform to set up online donations with Square but when I tried to test it, I received the following warning:
Square Payment Error
Access token is missing: Please contact form administrator.
I don't know what that means or how to correct it.
Square has "items" filed into "categories". I have successfully set up several items in Jotform to integrate with Square and make sales. However, they go into Square as "uncategorized". Is there a way to add the Square category to the Jotform submission? Alternatively, is there a way to get Square to take the transaction from Jotform and recognize it as having a category?
I am a medical practice and we use square to authorize a card to be kept on file and charged in the event of a no-show or cancellation. Can this integration work for this purpose?
my Square options are dimmed and cannot be added
Is there a way for the program to auto add tax based on the address provided without me having to enter tax rate in for all 50 states in my tax tab?
I've created the form and all fields work except card number, security code, expiration date and postal code. It's not letting me enter any data in those 4 fields.
How can I show the Square logo in the payment section so people pay with confidence?
Can Jotforms help me send customer satisfaction surveys to customers who use a credit card?