How to Integrate Square ACH With Jotform

March 23, 2024

ACH bank transfers through Square are a simple, secure, and cost-effective way to get paid from anywhere. Powered by Plaid, your customer’s banking information is guaranteed safe and secure. To learn more about ACH payments, visit Square ACH Payments.

Jotform’s integration with Square ACH boosts your form with additional payment methods through direct banking. With Square ACH, you can do the following:

  • Sell online products
  • Sell merchandise
  • Collect donations online
  • Accept custom payments

Adding and Setting up Square ACH in the Form

To integrate with Square ACH

  1. In the Form Builder, click the Add Form Element button.
  2. Go to the Payments tab.
  3. Search for and click Square from the list. You can also drag/drop it to add.
Square payment gateway added in the Jotform Form Builder
  1. In the Payment Settings, link your account by clicking the Connect button. Successful linking will change the Blue connect button to Green, as shown in the image below:
Connect button in Square payment settings

Pro Tip

You can open the Payment Settings by clicking the Wand icon on the right side of the Square gateway.

  1. Set up the following options:
    • Business Location — Select your business location registered with Square.
    • Currency — The currency is locked based on your Square’s currency settings.
    • Payment Type — With Square ACH, you can sell products and subscriptions or accept user-defined amounts or donations.
Business Location, Currency, and Payment Type options in the Square payment settings
  1. At this step, select ACH Bank Transfer from the Payment Methods.
ACH Bank Transfer in the Payment Method option of the Square Payment Settings

You can’t uncheck the Credit Card option, but once you check ACH Bank Transfer, it will automatically be available in the form.

Under the Additional Gateway Settings, you’ll find several options, which include the following unique options for Square:

  • Customer Email — Select the email address to which the form will be sent through Square. It is helpful if you have multiple email addresses in the form.
  • Authorization Only — You can set up Square to authorize payments only and charge customers at a later date. Visit How to Enable Payment Authorization for more information.
  • Order Fulfillment Type — Specify whether payments from your form are for Pickup or Shipment. Pickup is the default method for payments made through your Square form.
  • Send Payment Receipt — Choose whether to send the Square-generated receipt to your customers.
Additional Gateway Settings in Square payment
  1. If you’ve selected to sell products or subscriptions, click the Continue button to add your product or subscription items. If you’ve selected to accept user-defined amounts or donations, click the Save button to complete the integration.

See also:

Making Payment with Square ACH

Your customers must choose the ACH Bank Transfer option, select their bank, authenticate, and select an account as a funding method. Below is a short clip of that payment flow:

How to Integrate Square ACH With Jotform Image-1
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