Mastering Square Payments: A Step-by-Step Guide to Seamless Integration with WordPress

Are you looking for a dependable solution to accept payments on your WordPress website?

Square simplifies the payment process, whether you’re selling products, services, or memberships.

As a reliable payment processor, Square ensures smooth transactions with features such as fraud protection, easy invoicing, and straightforward integration with WordPress plugins.

At CanadaCreate, we’ve explored various methods and discovered that integrating Square into WordPress is both simple and beneficial for businesses aiming to enhance their checkout experience. 🛒

In this article, we will guide you through the process of integrating Square payments into WordPress, allowing you to effortlessly accept credit card payments on your site.

Why Should You Integrate Square Payments into WordPress?

Square is a widely-used payment gateway that facilitates easy credit card transactions. You can utilize Square on your WordPress site to securely process payments through a straightforward payment form or a comprehensive eCommerce platform.

Similar to the Stripe payment gateway, Square offers a versatile option for accepting payments via credit card, both online and in person.

Square operates in numerous countries, including the United States, Canada, Australia, Japan, and the United Kingdom.

As the list of supported countries continues to expand, we suggest visiting Square’s official global availability page for the latest updates.

Now, let’s explore how to integrate Square payments into WordPress.

We will demonstrate how to set up a Square payment form using two different methods: MyPayKit and WPForms. Additionally, we will discuss other options for accepting Square payments in an online store through WooCommerce.

• Method 1: Integrating Square with WordPress Using MyPayKit (Free)
• Method 2: Integrating Square with WordPress Using WPForms
• Additional Methods to Connect Square with WordPress
• Common Questions
• Expert Resources for Accepting Payments in WordPress

Method 1: Integrating Square with WordPress Using MyPayKit (Free)

The simplest way to add a Square payment form to your WordPress site is by using MyPayKit. It is one of the top Square plugins available, enabling you to create and embed professional payment forms in just minutes, without any coding.

MyPayKit provides a free plan that allows unlimited forms and transactions. This plan includes a 3% application fee in addition to Square’s standard processing charges.

As your business expands, consider upgrading to MyPayKit Pro to eliminate the application fee and gain access to additional features such as subscription payments, express checkout with Apple Pay, and more.

How to Install MyPayKit and Connect It to Square

Begin by installing and activating the free MyPayKit plugin. For detailed instructions, refer to our guide on installing a WordPress plugin.

Once the plugin is activated, navigate to the MyPayKit Forms option that appears in your WordPress dashboard.

Here, connect your Square account by clicking the ‘Connect with Square’ button.

You will then be prompted to log in to your Square account.

You can log in using the email address or phone number linked to your account.

Next, click the ‘Continue’ button.

Afterward, enter your password and click the ‘Sign in’ button.

You will be redirected back to your WordPress site, where a success message will confirm that you are now connected to Square.

Click the ‘+ Create Payment Form’ button to start building your first Square payment form.

Alternatively, you can wait a few seconds, and you will be automatically redirected to the form builder.

How to Set Up a Square Payment Form in WordPress

In the MyPayKit form builder, the form settings panel is located on the left side.

On the right, you can preview your form in real-time, which includes fields for the customer’s first name, last name, email, payment details, and payment method.

Easily customize your Square payment form to suit your specific requirements.

First, in the form settings panel, you can enter some basic information such as:

• Form Name:Enter a clear title for your form. This will help you recognize it later and can also be displayed to your customers.
• Description:Write a brief description that will appear on the form, explaining the purpose of the payment.
• Image:Upload an image, such as your business logo, to showcase on your form. This enhances branding and gives your form a professional appearance.

Next, scroll down in the form settings panel to set the amount for your form.

Enter the price for the product or service you are offering.

Upgrading to one of MyPayKit’s premium plans will grant you access to additional powerful features.

For example, you can allow customers to choose their payment amount (ideal for donations or pay-what-you-want models), set up recurring subscription payments, accept various payment methods like Cash App, and enable tipping options.

Next, select what your customers will see after completing their payment.

You can display a personalized thank you message on the screen or redirect them to a different page on your website, such as a dedicated thank you page.

Below the confirmation options, there is a setting to send an email to users after their payment. To activate this feature, simply check the box next to ‘Send Email to User.’

After enabling it, click the ‘Customize Email’ button to open a new panel.

In this panel, you can specify the “Reply To” name and email address, craft your email subject line, and compose the main message for the email body.

Once you are done, click ‘Done’ to save your email settings.

Finally, if you need to gather additional information from your customers, you can easily add new fields to your payment form by clicking on the ‘Fields’ tab.

You will find various options for different types of fields to include, such as single line text, paragraph text, phone number, dropdown menus, checkboxes, date pickers, and more.

Just click on the desired field type, and it will be automatically added to your payment form.

When you are satisfied with your payment form, click the ‘Save Form’ button.

Integrating the Square Payment Form into Your WordPress Site

Now, return to the mainMyPayKit Formspage in your WordPress dashboard. You will see the form you just created listed there.

Next to your form, you will find a shortcode. A shortcode is a small snippet of code that allows you to easily add features like forms to your WordPress posts and pages.

Simply click the ‘Copy’ button next to the shortcode to copy it to your clipboard.

To add your payment form to your website, you can either create a new post or page, or edit an existing one where you want the form to be displayed.

Once you are in the WordPress editor, click the plus (+) sign at the top and select the Shortcode block. Then, paste the shortcode you copied earlier into this block.

After that, you can save or publish your page.

Visit this page to see your Square payment form in action. Here’s a preview from our test website:

Congratulations! You are now ready to start accepting Square payments directly through your WordPress website.

Method 2: Integrating Square with WordPress Using WPForms

Another straightforward way to create a form for Square payments is by using WPForms. It is the leading WordPress form builder plugin, utilized by over 6 million websites. With its drag-and-drop builder, you can quickly create various forms, including payment forms, for your WordPress site.

At CanadaCreate, we have successfully used this plugin to create our contact form and conduct annual surveys, finding the process to be extremely user-friendly. For more information, check out our comprehensive WPForms review.

For this tutorial, we will be using the WPForms Pro version, which provides access to the Square addon, enabling you to accept credit card payments without any coding.

Best of all, the pro plan does not impose any additional transaction fees beyond the standard Square processing fees.

You can also utilize WPForms to accept credit card payments through Stripe, Authorize.net, and PayPal.

Note:There is a free version of WPForms available, but it only supports Stripe payments.

Installing and Activating WPForms

Begin by installing and activating the WPForms Pro plugin. For assistance, refer to our guide on how to install a WordPress plugin.

Once WPForms is activated, navigate toWPForms » Settingsin your WordPress dashboard.

On this page, enter your license key in the ‘License Key’ field. You can find this key in your WPForms Account.

After entering the key, click the ‘Verify Key’ button to activate your license. This will enable you to easily activate the Square addon for WordPress.

Linking WPForms with Square

After activating the main plugin, it’s time to install the Square addon.

In your WordPress dashboard, go to theWPForms » Addonspage and scroll down to locate the Square Addon. Click the ‘Install Addon’ button to proceed.

Once the addon is successfully installed and activated, navigate to theWPForms » Settingspage and select the Payments tab.

By default, WPForms will process payments in US dollars. If you wish to accept payments in another currency, simply open the Currency dropdown and select your preferred option.

The next step is to connect WPForms to your Square account.

To establish this connection, scroll down to the Connection Status section of the page and click the ‘Connect with Square’ button.

You can now follow the on-screen instructions to create a new Square account or link WPForms to your existing Square account.

If you want to test your payment form, check the ‘Test Mode’ option. This feature allows you to make test payments to ensure the form functions correctly.

We highly recommend this step as it enables you to simulate a complete checkout process without charging a real credit card. Remember to uncheck this option once you finish testing.

Don’t forget to click the ‘Save Settings’ button at the bottom to save your changes.

How to Create a Square Payment Form in WordPress

After successfully connecting to Square, you’ll need to create a payment form. To do this, navigate to WPForms » Add New in your WordPress admin dashboard.

First, provide a title for your form. Then, scroll down to the ‘Billing / Order Form’ template and click the ‘Use Template’ button.

WPForms will automatically load your form template in the drag-and-drop builder, featuring essential fields that allow you to easily add, remove, or modify any part of your form.

A Multiple Items list has been included in the form, enabling your visitors to select the products or services they wish to purchase. By clicking on this field, you can customize the label, name, and price for each item.

If you are only selling one item, you can remove the Multiple Items field by clicking the trash icon located in the top right corner of the field.

Next, scroll down to the Single Item field and drag it onto your form.

You can click on this field to make customizations.

For example, you can adjust the field’s label, description, and price. The form preview on the right will update automatically to reflect your changes.

If you are only selling one item, the Total field is not needed, so you can delete it.

Next, add the Square field to your form to gather the customer’s payment information. Simply click on the ‘Add Fields’ tab and navigate to the Payment Field section.

You can now drag the Square field into position on your payment form.

After completing that step, a notification will appear, prompting you to enable Square payments for this form.

Once you click the ‘OK’ button, navigate to Payments » Square in the WPForms editor. Here, you will need to toggle the ‘Enable Square Payments’ option to the on position.

Next, you can enter a description in the ‘Payment Description’ field. This description will be displayed on the customer’s credit card statement.

It’s advisable to fill out the other optional settings as well. These settings inform Square where to locate the customer’s email address, name, and billing address in your form, enabling the sending of an email receipt.

Additionally, WPForms allows you to implement smart conditional logic for your forms. This feature is beneficial if you want to provide your customers with multiple payment options, such as credit cards or PayPal.

Once you are satisfied with the appearance of your credit card payment form, it’s time to save your changes. Simply click the ‘Save’ button located at the top of the screen.

Setting Up Notification Emails for Square Payments

You can set up email notifications to alert you when a form is submitted. Additionally, you can configure confirmation emails to be sent to your customers after they place an order.

By default, WPForms sends an email to your WordPress admin every time a customer completes the payment form. If you prefer, you can change the recipient to a different address or notify multiple recipients.

Customizing your email notifications in WPForms is straightforward. Simply click on the ‘Settings’ tab and then select ‘Notifications’ to make your changes.

In this section, locate the ‘Send To Email Address’ field. It is preset to {admin_email} which indicates that WordPress will use the admin email address.

You can remove this placeholder and enter any email address you wish. To notify multiple recipients, separate each address with a comma in the ‘Send To Email Address’ field.

You can also modify the subject line, message content, and other settings of the email.

Next, let’s create an email notification for your customers to confirm their purchase and express gratitude. Click on the ‘Add New Notification’ button to get started.

In WPForms, you will need to name this notification. For the purpose of this guide, we will use the title ‘Customer Notification.’

Next, WPForms will present all the customizable fields for the notification.

You can include a smart tag to ensure the notification email is sent directly to your customer’s email address. Just click on the ‘Show Smart Tags’ link next to the ‘Send To Email Address’ field.

Then, select the form’s ‘Email’ field. This enables WPForms to utilize the email address provided by the customer during their payment submission.

Now, you can personalize the rest of the notification email, including the subject line and message. For instance, you can use smart tags to include the customer’s name or details about the product they purchased.

WPForms will also generate an on-screen notification when an order is placed. You can modify this by clicking on the ‘Confirmations’ tab and adjusting the confirmation message.

If you prefer not to display a message, you can opt to redirect customers to a specific page or another URL.

To implement this change, simply access the ‘Confirmation Type’ dropdown menu. You can select from the available options.

Ensure that email notifications reach the recipient’s inbox instead of the spam folder by utilizing an SMTP service provider to enhance email deliverability.

For further information, refer to our guide on resolving the WordPress email sending issue.

Integrating the Payment Form into Your WordPress Site

The final step involves adding your newly created Square payment form to your WordPress site. WPForms simplifies the process of embedding forms anywhere on your site.

To do this, either create a new post or page or edit an existing one. Then, click the plus (+) icon at the top and insert a WPForms block in the WordPress editor.

Next, choose your payment form from the dropdown menu within the WPForms block.

Once you’re done, save or publish your page and click the ‘Preview’ button to see your form in action.

Congratulations! You have successfully integrated Square payments into your WordPress site.

You can connect your Square payment form with email marketing services, Google Sheets, and other applications to optimize your workflow using WPForms’ native integrations.

Additional Methods to Connect Square with WordPress

WPForms provides an easy way to create a payment form that integrates Square payments with your WordPress site. However, some users may seek alternative Square plugins to meet their specific needs.

For instance, you might want to launch a membership site, establish an online store to sell physical goods, offer eBooks on your blog, provide online courses, or even collect donations.

Square might not always be the ideal option. This is because Stripe offers superior plugin support compared to Square in WordPress, making it a more suitable choice if you want to include a credit card payment option.

Many well-known plugins such as MemberPress, WP Simple Pay, and Easy Digital Downloads come with built-in Stripe integrations.

For further information, check out our guide on the top Stripe payment plugins available.

However, if you are operating a WooCommerce store, you can easily incorporate Square support using the official Square for WooCommerce extension.

This approach is the best option for users who require comprehensive online store functionalities such as a shopping cart, inventory management, and multiple product listings.

This extension synchronizes products between your website and your Square account. This means that when you add products to your Square account, they will automatically appear in your WooCommerce store as well.

In addition, it allows for recurring payments when used with the WooCommerce Subscriptions extension.

Common Questions

Here are some common questions from our readers who are interested in accepting Square payments through WordPress:

What are Square’s transaction fees?

Square’s transaction fees may differ based on your location and the type of transaction.

Generally, you will incur a small percentage fee plus a fixed charge for each online transaction. We suggest visiting Square’s official pricing page for your area to find the most accurate rates.

Can I use Square for subscriptions or recurring payments on WordPress?

Yes, you can establish recurring payments with Square.

To accomplish this, you will need a plugin that supports subscriptions, such as the Pro version of MyPayKit or the official Square for WooCommerce extension along with WooCommerce Subscriptions.

Is Square available in my country?

Square currently offers payment processing in countries including the United States, Canada, Australia, Japan, the United Kingdom, Ireland, France, and Spain.

As they are continually expanding, it is advisable to check their official website for the most up-to-date list of supported countries.

Is an SSL certificate required to use Square on my WordPress site?

Yes, an SSL (HTTPS) certificate is essential for securely processing online payments.

It encrypts the information exchanged between your customers and your website, safeguarding their sensitive data. Many WordPress hosting providers now offer free SSL certificates.

Can I integrate Square with WooCommerce?

Absolutely. There is an official Square for WooCommerce extension that allows you to link your online store to your Square account.

This integration enables you to accept payments and automatically sync your product inventory.

Comprehensive Guides on Accepting Payments in WordPress

Now that you’ve learned how to integrate Square payments, you might be interested in exploring additional guides on accepting various payment methods in WordPress.

• A Simple Guide to Accepting Credit Card Payments on Your WordPress Site
• How to Accept Payments via Stripe in WordPress
• A Guide to Accepting Alipay Payments in WordPress (Simple Methods)
• How to Integrate Klarna Payments into WordPress (Simple Approaches)
• How to Accept ACH Payments in WordPress (For Recurring or One-Time Transactions)
• How to Accept Affirm Payments in WordPress (Simple Methods)
• How to Integrate Venmo in WordPress & WooCommerce
• A Simple Guide to Accepting Apple Pay in WordPress
• An Easy Guide to Accepting Google Pay in WordPress
• Step-by-Step Instructions for Accepting Bitcoin Payments in WordPress

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