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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.
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 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.
Scroll down, and you can view the recurring payments from your customer under the Frequent Items and Activities.
There are two ways to cancel subscriptions for merchants.
Here’s a quick GIF of the cancellation through the Square dashboard:
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.
Do you have any questions or suggestions about Jotform’s Subscription integration? Please post them in the comments below.
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We will have integrations with Google Sheets (new forms submitted add new rows). How will a cancelled recurring subscription send any notifications (via Jotform, email, and/or the Google Sheets integration)? Thanks!
I would like to cancel my subscription.
Is it possible to change the the credit card in middle of a subscription with out needing to start a new subscription? I just want to add new CC info and it should continue billing on that card.
This is not possible on square since the monthly billing command comes from JotForm.
If a customer mistakenly cancelled their subscription through the link in the receipt...how do you reinstate it without having them fill out the jotform again.
Case in point is regarding a subscription payment that had a higher initial payment than the monthly recurring payment...the customer cancelled before the second payment (first recurring payment)
Can customers cancel subscriptions in the square dashboard or jotform dashboard or can they only cancel them through the email the receive?
How are each subscription uniquely identified per customer assuming they have multiple subscriptions under the same form? (aka how will the customer know which they want to cancel?)
The form spreadsheet should include a column that indicates if a Subscription is still active or has been canceled. It should include the "Cancel Subscription" option as well - as it is included inn the payment emails, is there a way to add this link to the form submission list for easier access?
Also, either process for canceling the membership is incredibly labor intensive and there is no clear way to check/confirm the account it is attached to. What I mean is that there is no single source of information within the email to indicate what submission it is for and removing a saved card number in Square can cause issues for other elements of payment that are not associated with the specific recurring payment.
It's nice to have the option to cancel but that amount of time and double checking it takes to confirm that the subscription has bene properly canceled on our end (the back end) needs to be improved substantially.
Hi, I tested 2 subscription forms with the 'send receipt' option checked and can confirm that I received the 'recurring payment received' email.
However, I have just tested the cancel subscription link within the email (from the perspective of a customer) and I haven't received any confirmation that it has been cancelled from the perspective of the merchant - how am I supposed to know if a customer has cancelled their subscription?
It's a bit annoying that we can't see details of a subscribers 'plan' with their upcoming payments etc. - i can understand there is limited API between jotform and Square - but it would be nice to see scheduled upcoming payments in jotform somewhere - surely that info is stored in the background to be able to schedule payments?
My main question being is able to tell a subscriber when their next (and subsequent payments) will be taken. If a new subscriber submits a form on the 1st of the month for example - and i have chosen 'monthly' as the payment frequency, will all subsequent payments be on the 1st or is it a set 30-day period?
How do I add square as my payment method and edit the items that I will sell? Help!!!
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.
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
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.
I have added the square payment to my form but there isn't a field for the customer email within the square 'widget'
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?
The link to cancel my subscription via recurring payment e-mails is broken. I want to cancel but it is impossible without help.
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?
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.
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? (firstname.lastname@example.org)