Are you looking to boost the sales of your business via taking payments on your WordPress site?
With the Gravity Forms and Square Payment Gateway, you’ll find all the relevant tools you need to simply accept online payments that help you provide your customers with a top-notch user experience by increasing your revenue and sales.
According to the recent reports, it has been estimated the global market size of payment gateway was valued at approximately $22.09% billion in 2021 and it is expected to grow at an annual rate of growth of 22.1% from Q1 of 2022 to 2030.
Hence, in this blog post, we’ll review Square for Gravity Forms which can simply add Square as one of the payment methods in the forms created by the Gravity Forms.
API Experts has built the plugin, and it is considered a great form-level integration of Square as a payment method for the Gravity Forms.
Payment Forms With Gravity Forms and Square
With the integration of Gravity Forms and Square, it is very easy to create all sorts of payment forms from selling digital or physical products on your site that make payments for your services via subscriptions.
Below are some examples of various payment forms you can create using Gravity Forms and Square:
- One-time payment forms for digital or physical products.
- One-time and recurring payment forms for multiple resources and services.
- Donation forms.
- Registration for courses and payment forms.
- Event registration and payment forms.
- Subscription forms for membership sites.
- Restaurant order forms.
The foremost aspect of it is that you should not start from scratch. Several fully-customizable form templates are available in the template library, including payment forms that you can import into your site and use via the gravity form payment gateways as an initial point of contact.
What Is Square for Gravity Forms?
Square for Gravity Forms integrates Square Payment Gateway with Gravity Forms, enabling users to pay from their gravity forms via a safe and secure Square Payment Gateway. The users can add the payment option of the Square into your form created via the Gravity Form.
If it is a one-time simple payment or instant recurring payment, users can easily pay via the credit card, processing via the Square account.
Furthermore, you can display your transactions in your Square dashboard consisting of the Form ID sent from the transaction notes.
The Gravity Forms Square plugin is also supported with Sandbox and its latest version of SQUARE V2 API, Particularly to view the testing transactions in the Square Dashboard.
Features
The plugin comprises the following features:
- Processes the simple (one-time) payments from Gravity Forms from Square.
- Processes are recurring (automatic) payments via Gravity Forms, and it also adds a subscription cycle and the length of its renewal.
- Sends the email notifications to both the admin and the user after processing the payments.
- Supports Sandbox with the latest version of SQUARE V2 API to process the testing transactions in the dashboard of the Square.
- After successfully processing the transaction in your Square account, the transaction is viewed in the default Square Sandbox account.
- SCA support enables the users to experience the SCA testing functionality.
- Save Card on File functionality enables the user to save their card details for any future use.
- Card Authentication enables a fool-proof method to check for fraudulent payments.
- After a transaction is made, a confirmation email or message is sent to the card owner.
- You can simply send payment refunds manually or automatically from the dashboard.
- The latest version of the Square for gravity forms plugin is fully supported e with Gravity Form 2.5.
- Multi-form support or step form support is also available.
- Customers can easily use the “Google Pay” option for making their payments via Square. The entire Google Pay entries can be easily saved and displayed in the Gravity Forms entries & Square Dashboard.
- Enables Apple Pay.
- Enables Square Gift Card.
- Integrates the specific Square accounts to each gravity form.
- Transaction notes.
Getting Started
To get started, you need to follow the steps stated below to install this plugin:
Step # 1
- Firstly, download the Square for Gravity Forms plugin ZIP file.
- Go to the Plugins, click on Add New, and Upload the Plugin.
Step # 2
- Click on the Choose File, Select the Square for Gravity Forms ZIP file, and click on Upload.
- Click on the Install Now.
Step # 3
- You need to click on “Activate Plugin.”
Step # 4
- Click on the Installed Plugin, and Click on “Activate License.”
- Search for your license key in your freemius account.
Step # 5
- Enter the License Key.
- Click on Agree & Activate License.
Configuring Square Settings
Step # 1
- Go to the Admin Dashboard, click on Forms, and Click on New Forms.
Step # 2
- Add the Title and Description of Your Form.
- Then, Click on the Create Form button.
- In the pricing field option, click or drag and drop the Product and Square CC fields on the form.
Step # 3
- You can also find the fields in the Search Box available on the form page.
Step # 4
- Now, click on the Publish button to save your form.
- After the fields are inserted, go to the settings tab and click on the Square Option.
Step # 5
- Choose either the Live mode or Test mode.
- Enable the Square Renewal Notification admin to receive the notification emails for different events, such as Square Payment and Access Token.
- Enable the Authorize Only.
- It also enables you to complete the required payment via clicking the complete button on the entry details page.
- After selecting the Testing mode, the user can enter the test application ID, test token, and test location ID that are available on your Square account.
Testing Mode
Step # 1
- If you want to get started with Square an account is required.
- Go to Square Developer Account.
- You need to create an account.
Step # 2
- Navigate to Apps.
Step # 3
- Now, Click on Visit App Marketplace.
Step # 4
- Click on More -> Developer Platform.
Step # 5
- Hover to Developer Dashboard.
Step # 6
- In this step, you need to create a new application.
Step # 7
- Enter the Application Name, agree to the terms and conditions and click on the Save Button.
Step # 8
- Click on Open Application.
Step # 9
- Now, the user will find the Application ID & Access Token, and the Location ID. Always ensure that Sandbox mode is enabled.
- The user can receive the Application ID and Access Token.
Step # 10
- Navigate and click on Locations to get the Location ID.
Step # 11
- Now, the user will be redirected to the WordPress setup, and go to Square Settings.
- The user needs to enable the Test mode.
- You need to enter the Application ID and the Access Token.
- The user needs to enter the Location ID.
- Now, update the Square Settings.
Live Mode
Step # 1
- In this step, go to Forms Settings, and click on Square.
- Click on the CONNECT WITH SQUARE button.
Step # 2
- Now, the user will be redirected to the Square website.
- The user needs to log in with the given Square account.
Step # 3
- Enable the accessibility to the requested Permissions.
Step # 4
- An authentication message is displayed, and click on Redirect Me.
Step # 5
- The user needs to select the Location, and then update the Square Settings.
Authorizing Card
Step # 1
- When the user successfully completes the transaction from the form, the request will proceed forward to the entries section.
- Now, the user can click on the entries to view all the available requests.
Step # 2
- Navigate to the specific entry to view the further options, you need to click on the View Option.
Step # 3
- In this step, all the new information will be displayed on your screen based on the transaction.
- At the beneath of the page, the Square section is available.
- Admin is authorized to click on the Complete button to ensure that transaction has been successfully made or click on the Cancel button to decline it.
Step # 4
- Once the user clicks on the Complete button, a popup will be displayed.
Step # 5
- Now the user needs to click on the OK button to successfully fulfill the transaction procedure.
- After the payment is successfully completed, the admin will receive a notification in the Square box with the label “Payment captured Successfully”.
Refunding Payments
Step # 1
- The Admin is authenticated to refund the transaction after its status is completed.
- Navigate to the bottom of the page in the Square section.
- Click on the Make Refund button.
- The user can also add the reason for the refund. Although, it is not necessary.
Step # 2
- A popup will be displayed once you click on the Make Refund button.
- Now, Click on the OK button to fulfill the refund procedure.
- After the refund is successfully completed, the admin will receive a notification in the Square box highlighting the label Refunded Successfully.
Wrapping Up!
Accepting Payments is considered a prevalent aspect of taking your website to the next level. The interconnection of Gravity Forms and Square Payment Gateway offers various methods to set up your website relatively easily and effectively with the Square for Gravity Forms.
It also allows you to pay via gravity forms and the Square payment method to drive sales and generate revenue by accepting and leveraging single and recurring payments.
For further information, read the technical documentation for Square for Gravity Forms here.
Author Bio
Ali Hassan Sial works as a Technical Writer at GravityMore. He is a result-oriented professional having 3+ Years of Experience in various dimensions of Research & Development with a proven experience in Web Copywriting, Blogging, SEO Content Marketing, Academic Writing, UI/UX Writing, Technical and Business Documentations. Connect with him on LinkedIn.
