Accepting Payments with Square

Square makes payment processing quick, easy, and secure for your business.

And with Gravity Forms and Square, you'll find all the tools you need to easily accept online payments, helping to provide your customers with a first-class user-experience while increasing your revenue.

To get started, head to the Gravity Forms Add-Ons browser within your WordPress admin dashboard to install and activate the Square Add-On.

Next, head to the Gravity Forms Settings page and select ‘Square’.

Then, specify the environment you want to send your forms to - either ‘Live’ or ‘Sandbox’.

Choosing ‘Live’ will send transactions to your live/production Square account and will allow you to initiate real charges.

‘Sandbox’ will pass the form entry into your Square Sandbox environment, which will not generate any real transactions, but is a great option if you want to test the process before going live.

Once you’ve selected your environment, you can use the ‘Connect with Square’ button to sync Gravity Forms with Square.

Please note that your Gravity Forms Currency Settings must match the Currency Settings in your Square account or you will get an error when attempting to connect with Square.

Once you’ve synced Gravity Forms with Square, save your settings, navigate to the form you would like to use to collect payments, and open the form editor.

Under the ‘Pricing Fields’ category, select the Square field and add it to your form, then save your changes.

Next, you’ll need to set up a feed to configure the data that is sent from this form to Square.

Head to the settings page for your form and select ‘Square’.

Then, click the ‘Add New’ button to create a new feed.

Give the feed an appropriate name and select the transaction type - either Products and Services or Subscription.

For this video, I’m going to use the Products and Services transaction type.

Under the Products and Services Settings, map the Payment Amount field to the corresponding field on your form.

You can use the ‘Authorize Only’ checkbox if you would like to only authorize payments when a user submits the form.

You will then be able to capture the payment at a later stage by clicking the ‘Capture Payment’ button from the entry details page.

Next, under ‘Other Settings’, map the Square fields to their appropriate form fields.

You can also enable conditional logic so that this feed is only processed when specific conditions are met.

For instance, if you want to use a separate feed if the user visitor chooses overnight shipping, you can use conditional logic to route your feeds accordingly.

When you’re done configuring your feed, save your settings and you will be all set.

You’re now ready to start collecting payments with Gravity Forms and Square.

From everyone on the Gravity Forms team, thanks for watching!