Square Integration

Existing Square users have the ability to collect the following using the Square Integration:

• Sell Products
• Sell Subscriptions 
• User Defined Amount (Typically used for donations)

Getting Started

1. To get started go to Integrations and click on 'Square'

2. Click 'Authenticate' to enter your credentials 

3. Once your account has been connected you will be able to add the 'Square Widget' to your form. To add this widget go to My Forms > Edit Forms.

4. Click 'Next to build'

5. On '2. Build' you will see a new widget added to the list of options. Here you will be able to add the Square widget to any page on your form.

6. To add the widget to your form click or drag the widget to the area you want to display the Credit Card information. If you 'click' the widget by default it will load at the bottom of the page. 

7. To edit the Square widget hover over the area and click the 'Orange Pencil' to edit and setup your Square integration.

8. Once you open the Square widget you will need to select your 'Business Location.'

9. You will have 3 options for collecting information. To see this information click the 'Payment Type' drop down.

• Sell Products
• Sell Subscriptions 
• User Defined Amount (Typically used for donations)

Sell Products

Widget Breakdown: 

1. Required: Turns on requirements. The form cannot be submitted unless this information is filled out. 
2. Hide on Print: This will hide the widget when selecting print or downloading the PDF. 
3. Hide from users: Allows you to hide this widget on the live version of the form. 
4. Payment Area Label: The 'title' for the credit card area.
5. Business Location: Pick which business account you want to funnel payments into. 
6. Payment Type: Provides you with the option to Sell Products, Sell Subscriptions, or User Defined Amount (Typically used for donations)
7. Send Email to Customer: Sends a follow up invoice/receipt. 
8. Show Total Price on the Form: Shows the total the customer will be charged. 
9. User Can Select Multiple Products: Allows that to select multiple options for purchase.
10. Create Customer Record: How information is stored in Stipe.
11. Products: Allows you to create a list of products the customer can select/purchase.
12. Move: Use this tool to move the widget to another form within the same packet.

If you are using Square to 'Sell Products' you will need to setup your product list. 

1. Click 'Add Product' to setup your product list.

2. After clicking 'Add Product' you will need to enter the Product Name, Product Value, and Product Description.

3. After you have entered the information you can click 'Done' or click 'Add Product' if you have more items to add.

4. You are now ready to save and publish your form.

5. To publish your changes be sure to click through the form builder. (I.E. Next to build, style, publish, my account). Clicking through the builder will save and publish all changes made to the packet.

Sell Subscriptions 

Widget Breakdown: 

1. Required: Turns on requirements. The form cannot be submitted unless this information is filled out. 
2. Hide on Print: This will hide the widget when selecting print or downloading the PDF. 
3. Hide from users: Allows you to hide this widget on the live version of the form. 
4. Payment Area Label: The 'title' for the credit card area.
5. Business Location: Pick which business account you want to funnel payments into. 
6. Payment Type: Provides you with the option to Sell Products, Sell Subscriptions, or User Defined Amount (Typically used for donations)
7. Send Email to Customer: Sends a follow up invoice/receipt. 
8. Create Customer Record: How information is stored in Stipe.
9. Subscriptions: Allows you to create a list of subscriptions the customer can select/purchase.
10. Move: Use this tool to move the widget to another form within the same packet.

1. Click 'Add Subscription' to setup your subscription list.

2. After clicking 'Add Subscription' you will need to enter the Subscription Name, Subscription Value, and Subscription Description.

3. After you have entered the information you can select how often you want the subscription to be charged. (i.e. Daily, Weekly, Monthly, Yearly)

4. After you have entered the information you can click 'Done' or click 'Add Subscription' if you have more items to add.

5. You are now ready to save and publish your form.

6. To publish your changes be sure to click through the form builder. (I.E. Next to build, style, publish, my account). Clicking through the builder will save and publish all changes made to the packet.

User Defined Amount (Typically used for donations)

Widget Breakdown: 

1. Required: Turns on requirements. The form cannot be submitted unless this information is filled out. 
2. Hide on Print: This will hide the widget when selecting print or downloading the PDF. 
3. Hide from users: Allows you to hide this widget on the live version of the form. 
4. Payment Area Label: The 'title' for the credit card area.
5. Business Location: Pick which business account you want to funnel payments into. 
6. Payment Type: Provides you with the option to Sell Products, Sell Subscriptions, or User Defined Amount (Typically used for donations)
7. User Defined Value Label: Placeholder that gives an example of what you want the customer to enter.
8. Send Email to Customer: Sends a follow up invoice/receipt. 
9. Create Customer Record: How information is stored in Stipe.
10. Move: Use this tool to move the widget to another form within the same packet.

1. Update the 'Payment Area label' and 'User defined Value Label.'

2. After you have entered the information you can click 'Done.'

3. To publish your changes be sure to click through the form builder. (I.E. Next to build, style, publish, my account). Clicking through the builder will save and publish all changes made to the packet.