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

December 30, 2019

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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