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How do I work with Square Subscription and cancel it in JotForm?

How do I work with Square Subscription and cancel it in JotForm?

JotForm has been supporting Square Recurring payment since January 2019. You can collect your  subscriptions and recurring payments by using JotForm with Square. 


We are using Card On File feature of the Square. By this way, JotForm users can sell their subscriptions by using Square integration.

How the integration work?
JotForm User / Merchant
#1- Create a form.
#2- Add Square into your form.
#3- Select 'Sell Subscriptions" as Payment Type.
#4- Create your plans.
#5- Publish form.

Important: When merchant gets first payment, customer and customer card will be created on Square Dashboard at the same time. You can see created customers under Customers->Directory on Square Dashboard.




Square doesn't support Subscription via API. Square supports Card On File and provide a card id after first transaction. JotForm stores subscription plan information and card id. By this way, recurring payments are done by JotForm according to related plan (monthly/yearly etc.). Therefore, in Square dashboard, you will see card in Customer>Card On File



Payment will be seen in Transactions. You cannot see plan details there but when next period comes, you will see new transactions under Activities.







How can I cancel customer's subscription?
There are two ways to cancel subscription for merchant.  

#1- Square Dashboard

After you go to the Customers page and select one of customers, you can see the customer's cards on the right side of the page. 

You need to remove customer card to cancel subscription. 




#2- Via Recurring Payment Received Emails

Merchant and customer receive an email when customer card is charged successfully. Customer or merchant can cancel related subscription via this email.




Do you have any questions or suggestions about JotForm’s Square Subscription integration? Please post them in the comments below.

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9 Comments...

  • Steve

    The answers here are confusing ... you say that Jotform does recurring payments but also say it really doesn't allow it through API - from what I see, it just does the first transaction and puts the Card On File (on Square's servers) - thus it LOOKS like I need to then create a recurring series inside of Square. I also see an answer that implies that somehow JotForm controls the subsequent charges. What?? How is that possible?? I set-up a form with recurring monthly payments with the Authorize Only option ON ... this did not work as expected .. the credit card DID get immediately charged and the card put On File (which is the MAIN thing I need to happen) .. and I did not see any recurring series created on Square (as this would be correct if it was Auth Only). I did not yet do a test with Auth Only OFF. So, are you saying that if I use Jotform to create a recurring payment, that in Square I will NOT see a recurring series created and thus not have full control over the later payments? The series is invisible to me?? I also don't like that I've seen that I need to delete the card on file to stop the automatic payments! I would want to keep the card On File indefinitely! Please CLARIFY how this whole process works vs. when I create a recurring series inside of the Square dashboard. In there, it tells me EXACTLY how many payments were set-up to automatically be charged, when, the amount, etc.

  • quentinloke

    I can cancel a subscription through the first option (through square up). But i can't seem to get jotform to produce the email with "cancel your subscription" link through option 2. Can you walk me through how to produce that email so the buyer can control their own cancellation of subscriptions

  • CRYP

    Is there a way to customize the Recurring Payment Received email coming from JotForm (see above)? To at least put in my business name so people remember oh yes, I signed up to pay this monthly with that business. Getting the email notification from JotForm is confusing. People will think I never did anything with JotForm.

  • pdg46r

    I have added the square payment to my form but there isn't a field for the customer email within the square 'widget'

  • Natasha Washington

    I created Jotform and connected to square. In square setting customer is setup for 45 day first payment but in Jotform it is setup for 30 days.

    My clients keep getting hit with overdraft fees. How do i edit my forms not to pull within 30 days?

    And how do we make recurring stop?

  • rdicrasto

    The link to cancel my subscription via recurring payment e-mails is broken. I want to cancel but it is impossible without help.

  • titans2000

    Customer made the initial payment to begin the recurring payment, but paid off the balance before the 1st installment payment is due. So Is there a way to cancel the recurring payment before the first payment has been paid?

  • 701cca

    Thank you for getting back to me.

    I went in and selected 'Send Payment Receipt' and tried it again, selecting the $1.00 for 'each year' option as a test for a yearly subscription. I still did not get an email that gave me an option to cancel the subscription or payment details and only got a copy of the form responses in my email, with no payment details.

    I also went into our Square account and there isn't a recurring payment setup for this payment, only a one time payment. I went into the recurring invoices section of Square and it is not there.

    Also, I set up two options, one as a one-time payment and one as a yearly subscription so customers have an option to not setup a subscription and just pay once.

    Please advise. It seems Square is not recognizing the payment as a subscription.

  • 701cca

    Hello,

    I am testing this out and when I submit a payment for a subscription through JotForm, connected to Square, I get an email receipt/confirmation from JotForm, but not from Square like the one you show which gives the option to cancel the subscription at any time.

    This is my form: https://www.jotform.com/build/91475061850962/publish

    I see the payment go through on Square, but it is not setup as a recurring payment, even though I have it set up as a yearly subscription on JotForm. Square is also not sending an email about the recurring payment.

    Can you please advise? (director@701cca.org)