Using Square With WPForms Lite

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.

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Instalar 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.

Por último, certifique-se de guardar as suas definições antes de sair deste ecrã.

Configurar Webhooks do Square

Os Webhooks permitem que o WPForms receba atualizações em tempo real da Square quando um pagamento é concluído, reembolsado ou atualizado. Com os webhooks da Square ativados, os seus formulários mantêm-se sincronizados automaticamente, para que não tenha de acompanhar manualmente as alterações de pagamento.

To learn how to connect Square webhooks to WPForms, follow our guide on setting up Square webhooks.

Enabling Square Payments in the Form Builder

Depois de ligar o seu site à Square, pode ativar pagamentos para um formulário específico. Para tal, crie um novo formulário ou edite um existente para abrir o construtor de formulários.

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.

Se o seu formulário for para aceitar pagamentos únicos, pode guardar as suas alterações e prosseguir para testar o seu formulário de pagamento. No entanto, se precisar de aceitar pagamentos recorrentes, terá de completar definições adicionais.

Ativar Pagamentos Recorrentes

If your form is meant to collect payments on a recurring basis, toggle the Enable recurring payments option to the on position.

Depois de ativar esta opção, terá de preencher os outros campos desta secção, que incluem:

• Nome do Plano: Introduza um título para a subscrição. Isto aparecerá nas transações deste formulário na sua conta Square.
• Cadência da Fase: Selecione a frequência com que o pagamento deve ocorrer. As opções incluem Mensal, Anual e outras.
• Email do Cliente: Selecione o campo Email do seu formulário para que o cliente possa ser contactado. Isto é necessário para criar uma subscrição para um cliente na Square
• Customer Name: Select the field that contains the customer’s name.

Testar Pagamentos Square

Após configurar o Square com o WPForms, terá de enviar um pagamento de teste antes de lançar o seu formulário para garantir que tudo funciona como esperado.

Recomendamos a consulta do nosso guia sobre testar pagamentos com o Square para um guia completo.

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.

Perguntas Frequentes

These are some of the top questions about the Square addon.

Ser-me-á cobrado algo por usar o Square nos meus formulários?

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.

Para ver as taxas de vendedor atuais do Square para transações online remotas, consulte a sua Página de Preços.

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.