How Do I Work with Square Subscription and Cancel it in Jotform?

June 22, 2022

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

We are using the Card On File feature of the Square. This way, Jotform users can sell their subscriptions using Square integration.

How Does the Integration Work?

First, you must create your form to sell subscriptions. We have the following general user guide to set up recurring payment options in your form. Add Square, and set up your subscription items according to the guide.

When you get your first subscription payment, Square simultaneously adds the customer’s name and card to your Square Dashboard. You can see the created customers under Customers – Directory.

square-dashboard-customer-section

Square doesn’t create the subscriptions via API. Instead, Square supports the Card On File feature and provides a Card ID after the first transaction. Jotform then stores the subscription plan and Card ID, and this is how Jotform processes the recurring payment of your customer.

In the Square dashboard, you will see the card under the Card On File of the customer’s information. Here’s an example of that.

square-customer-card-on-file

Scroll down, and you can view the recurring payments from your customer under the Frequent Items and Activities.

square-customer-payments

How Can I Cancel the Customer’s Subscription?

There are two ways to cancel subscriptions for merchants.

Square Dashboard

  1. When viewing your customer’s profile, go to the Card on File section.
  2. Click the X icon on the right side of the card.
  3. Next, click the Confirm Delete Card button.

Here’s a quick GIF of the cancellation through the Square dashboard:

square-delete-card-on-file

Recurring Payment Emails

Jotform sends you and your customer an email about the recurring payment. In the email, there is a link to cancel the subscription. Click the link, and confirm the cancellation on the next screen.

jotform-cancel-square-subscription

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

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