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

October 25, 2021

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. In this way, Jotform users can sell their subscriptions by using Square integration.

How Does the Integration Work?

Jotform User/Merchant

  1. Create a form.
  2. Add Square into your form.
  3. Select “Sell Subscriptions” as the Payment Type.
  4. Create your plans.
  5. Publish form.

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

square-dashboard-customer

Square doesn’t support subscriptions via API. Square supports Card On File and provides a card ID after the first transaction. Jotform stores subscription plan information and card id. In this way, recurring payments are done by Jotform according to related plans (monthly/yearly, etc.). Therefore, in the Square dashboard, you will see the card under the Card On File section on the Customers page.

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

square-transaction-activities

How Can I Cancel the Customer’s Subscription?

There are two ways to cancel subscriptions for merchants.

Square Dashboard

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

You need to remove the customer’s card to cancel the subscription.

Recurring Payment Received Emails

Merchants and customers receive an email when a customer card is charged successfully. Customers or merchants can cancel related subscriptions via this email.

square-recurring-payment-received

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

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