Would you like to accept payments from your customers through your WordPress forms? WPForms makes it easy to integrate Square and start collecting payments online using WPForms Lite.
In this guide, we’ll walk you through how to set up Square with WPForms Lite so you can start receiving payments directly from your forms.
Requirements:
- You’ll need WPForms version 1.9.5 or higher to access Square payments with WPForms Lite
- Ensure that you’ve installed the latest version of WPForms to meet the minimum required version for the Square addon
- Square requires your site to have SSL (HTTPS) enabled on the page where you’re adding a live payment form, as this allows you to securely send credit card data to Square. For more details, please see WPBeginner’s guide to adding SSL and HTTPS in WordPress
Installing WPForms Lite
Before getting started, you’ll need to install and activate the WPForms Lite plugin on your WordPress site. You can install WPForms Lite from the WordPress plugins directory.
If you are unfamiliar with installing WordPress plugins, check out WPBeginner’s guide to learn how.
Connecting Your Square Account
Once WPForms Lite is active, you’ll need to link your Square account. Go to WPForms » Settings, then click the Payments tab.
Under the Payments section, make sure the Currency dropdown is set to the same currency your Square account uses.
Scroll to the Square section and click Connect with Square. You’ll be redirected to the Square login screen where you can sign in and authorize the connection.
Square will then ask if you want to grant WPForms certain permissions related to your account. Click Allow to proceed.
After connecting, you’ll be returned to your site. A green checkmark will appear next to the Connection Status if the connection was successful.
WPForms will also pull your business location into the settings. If your Square account has multiple active locations, you can choose which one to use from the Business Location dropdown.
Note: Locations are managed within your Square account. For help with adding, removing, or editing locations, please see Square’s documentation on this topic.
Lastly, make sure to save your settings before leaving this screen.
Setting Up Square Webhooks
Webhooks allow WPForms to receive real-time updates from Square when a payment is completed, refunded, or updated. With Square webhooks enabled, your forms stay in sync automatically, so you don’t have to manually track payment changes.
To learn how to connect Square webhooks to WPForms, follow our guide on setting up Square webhooks.
Enabling Square Payments in the Form Builder
After you’ve connected your site to Square, you can enable payments for a specific form. To do so, create a new form or edit an existing one to open the form builder.
In the form builder, be sure to include:
- An Email and a Name field
- Payment items field (Single Item, Multiple Items, Checkbox Items, or Dropdown Items)
- A Square payment field
These fields are necessary for the payment to process correctly.
After adding your fields, go to Payments » Square. Toggle the Enable one-time payments option to the on position.
Once enabled, a few additional settings will appear:
First, enter a Payment Description, which will appear on your customer’s credit card statement, so it’s a good idea to use a name they’ll recognize.
Next, you can map a few optional fields from your form to your Square account if you would like to. Using the dropdowns, select your form’s Email and Name.
If your form is for accepting one-time payments, you can save your changes and proceed to test your payment form. However, if you need to accept recurring payments, you’ll need to complete additional settings.
Enabling Recurring Payments
If your form is meant to collect payments on a recurring basis, toggle the Enable recurring payments option to the on position.
Once you’ve enabled this option, you’ll need to complete the other fields in this section, which include:
- Plan Name: Enter a title for the subscription. This will appear in the transactions for this form in your Square account.
- Phase Cadence: Select how often the payment should occur. Options include Monthly, Yearly, and more.
- Customer Email: Select the Email field from your form so the customer can be contacted. This is required to create a subscription for a customer in Square
- Customer Name: Select the field that contains the customer’s name.
Testing Square Payments
After setting up Square with WPForms, you’ll need to send a test payment before launching your form to ensure everything works as expected.
We recommend reviewing our guide to testing Square payments for a complete walkthrough.
Viewing Payment Entries
After your form is published and users begin submitting payments, you can view the payment details from your WordPress dashboard.
Go to WPForms » Payments to access the overview page. Here, you can review all your payment entries and track revenue.
To learn more, see our guide on viewing and managing form payments.
Frequently Asked Questions
These are some of the top questions about the Square addon.
Will I be charged for using Square in my forms?
Yes. If you’re using WPForms Lite, a 3% fee is applied to each transaction in addition to Square’s own processing fees. To remove the additional 3% charge, you’ll need to upgrade to WPForms Pro license or higher.
To see Square’s current seller fees for remote online transactions, check out its Pricing page.
That’s it! You’re now ready to start accepting Square payments using WPForms Lite.
Next, would you like to learn more about managing payments in WPForms? Check out our tutorial on creating payment forms in WPForms for further information.