As a payment processor and POS system for retail enterprises like restaurants, Square is already the best option for small businesses. But is Square equally good for nonprofit organizations? Although Square takes pride in its accessibility and low cost, you may still be unsure if it is the right choice for your charitable entity.

Fortunately, you’ve found the perfect space to clear the air about Square for nonprofit organizations. This article has all the knowledge you need to decide whether to use Square to accept donations for your nonprofit. We’ll look at how well Square works with WordPress so you can decide if it’s one of the best payment processors for a nonprofit organization. 

Square – The Concept

American financial services and digital payment provider Square provides a variety of small business services, POS systems, business software, and payment hardware items. It offers a free point-of-sale (POS) system available on the eCommerce market and is accessible to businesses of all sizes, unlike most payment processors. Because of this, millions of businesses have stuck with the Square platform and use it for all of their regular business transactions.

Square is now a publicly listed company with a dedicated symbol, ‘SQ.’ The Square POS and payment app has more than 33 million downloads with 2 million active sellers.

How to Integrate Square in a WordPress Site

1st Step: Connect Square With your WordPress Site

Head on over to WooCommerce, then go to Settings. Ensure the General tab is toggled. Click “Connect With Square” (underlined hypertext) to connect your WooCommerce site to Square.

Now go back to WooCommerce -> Settings -> Square. Here you will see a Square account already connected to two platforms together.  

Click “Connect with Square.” Now you will need to allow WooCommerce for a few permissions.

Select “That’s My Site” and get redirected to your WooCommerce site.

Enter your Square login information. To allow WooCommerce to link, you must be the account owner of the Square service. Now, return to the “Integration” tab after receiving authorization to complete the form. 

2nd Step: Enable Square in WooCommerce

To sync your services in Square, go to the Square area of the settings, select “update,” and choose “Sync now.” Now, you can link all WooCommerce products with Square.

To make Square your payment option, go to the Checkout panel shown below:

3rd Step: Test Square as Your Payment Platform

Lastly, use Square to complete a live transaction on your WordPress site. Go to your website using a browser on your smartphone or computer, and add one of your products or services to the cart. You ought to have access to a credit card payment option. You might also need to clean your cache if you cannot see this option.

You might also need to clean your cache if you cannot see this option.

How WP EasyPay Helps to Bridge WordPress site and Square

The WP EasyPay plugin offers powerful features to match your organizational online payment needs. If you need a Square Payment Gateway for your WooCommerce or WordPress site, WP EasyPay is the best way to start accepting online credit card payments.

This Square-linking plugin generates dynamic buttons through shortcodes and enables your payment form on your WordPress site using Square. WP EasyPay is a perfect addon to accept simple payments, and one-time and recurring donations. From this seamless platform, you can complete all your one-time charity payment needs.

Moreover, WP EasyPay offers various features such as Multi Step Form, Subscription Pause and Run functionality, REPORTS from the Admin panel, Submit an Idea tab, and much more. WP Easy Pay now has multiple new features in the latest update. You can add a new subscriptions dashboard on the front end for users to track their subscriptions and other activities.

How to Install WP EasyPay

Head on to plugins > Add New > Upload Plugin.

Now, select the file, go to “WP-Easy-Pay” and choose “Upload.”

Click “Install Now.”

Next up, we have plugin activation

Head over to Plugins and then choose “Activate License.”

Now, choose “Agree & Activate License” to enter the license agreement.

 

Useful Features of WP EasyPay for Nonprofit Organizations

– Multi-Step Form

Multi-Step Form in WP EasyPay is the ultimate solution for any charitable organization. To collect donations, you need to have your form easy and friendly to access. Break longer and more tedious forms into simple and less intimidating ones.

But how to do that?

Breaking an existing long single-page form into multiple pages takes nothing more than a few mouse clicks to achieve. Multi Step Forms by WP EasyPay feature a whole drag-and-drop interface. It will help you effortlessly organize and arrange your forms on the website.

-How Multi-Step Form Helps in Easy Form Navigation

Your users will have more ways to move through a long-form with WP EasyPay, in addition to being able to switch between pages.

• It gives every field a title and a display option.
• It displays breadcrumb navigation that makes each section simple to access.
• It gives you a progress bar for the form.
• You can easily sort and order sections and whole pages with a drag-and-drop interface.
• Customizable buttons for Next or Previous.

-Individual Form Settings in WP EasyPay

In the individual form settings, the Square details you provide will only work with the particular form. The process of settings will enable you to connect every form with a different Square account.

Head on to Build Payment Forms. Here, choose “Square Account Settings.”

Now, ensure the Square Sandbox Dashboard is open in a new tab.

Choose the ‘Connect Square (sandbox)’ button. 

Click Connect Square to make the form live

 

– Subscription Pause & Run Functionality

WP EasyPay’s Subscription Pause and Run Features are designed to smoothen and automate the renewal or re-subscription subscription process. All you need to do is simply click on the “Renew” button present on the plugin’s backend. If a user doesn’t need to continue the subscription, they can do so by clicking on the Cancel button.

This plugin feature only accepts donation recurring payments and subscription payments carried out by the customer from the website’s front end. To manage the log of every entry, each of these actions will be recorded on the Square account with its own Tracking ID. These entries will be visible in the main transaction section of the square dashboard.

Use the following path to access this feature:

WP EasyPay > Subscription > Subscription ID > Subscription Actions

 

-Walkthrough of Pause and Run Functionality

To start, choose WP EasyPay, then select the subscription option by clicking on the subscription; the plugin further opens the records of all entries made under the category of donation recurring and subscription payments with their details like Subscription ID, Paid by (Customer Name),

Remaining cycle (If the customer specifies an expiry date for the recurring payment, the plugin displays the number of cycles remaining to pay the subscription amount).

Total cycle (If the user adds the expiry date or mentions the total cycle number while creating the form, then the plugin shows the total number of cycles. Also, in the case of not mentioning any date, the plugin shows the Never Expire status, which means that the user will continue this subscription process to pay the amount.

Next Payment (Based on the payment interval, the plugin shows the date of the next payment), 

Subscription Status (Active means the user wishes to pause or continue this payment. This means the user needs to discontinue the payment subscription.

Type (Subscription Payment or Donation Recurring),

Action Starting these actions shows that the process is on hold at the moment, and when the user clicks on the start button, the process will start or pause. This action shows that the process is active at the moment, and if the user wants to hold the process, then the user can click on the pause button.

Date (it shows the date and time of the transaction).

– Submit an Idea Tab (Productstash)

The importance of online feedback will vary depending on the organization and its specific needs. But most people agree that organizations need online feedback to improve their performance and find places where they can do better.

In some cases, online feedback can be used to provide feedback to employees on their work performance and identify areas in which they could improve. Additionally, online feedback can give comments on their experience with a company or product.

This WP EasyPay feature enables you to collect comments, feedback, and ideas from your valued users. Integration with ProductStash helps WP EasyPay add features that people want and improve features that are already there. 

-Walkthrough of Productstash

Head on over to WP EasyPay, choose ‘Submit Feature Idea,’ then click on the “+ Add Idea” button.

Wrap Up

For most nonprofit organizations, Square’s fundraising tools offer a fantastic choice. Without having to pay any more cash immediately, you may start accepting donations and even have access to a few expansion strategies. You will have to pay more each month if you need sophisticated reporting features, marketing, or other integrations. If you combine Square and WP EasyPay, you’ll be unstoppable and eventually outgrow it.

The timely growing progress of Square Payment Solutions has left a remarkable impact on the payment era and continues to provide the fastest and safest payment services to everyone around the world.

The website owners mostly face trouble finding a suitable payment platform to integrate into their websites to secure transactions.

To solve this problem, Square has become a trendsetter approach to solve this problem and introduced various digital devices such as Terminal, Magstripe, Register, Stand, Contactless, and Chip, making the process easy and automatic.

Since its inception, people have been adopting this payment method, and its wide range of services benefit the business owners to get everything from a one-stop shop.

Moving further, the integration is quite simple and easy to configure. This blog will discuss how to integrate the square payment solution plugin with WP EasyPay on your WordPress website.

What is WP EasyPay?

WPEasyPay is a fast and reliable WordPress plugin designed to simplify the way your website accepts Square payments via credit cards.

WP EasyPay accepts the donation, subscriptions, recurring donations, and simple payments worldwide. It is a solution provider for payment gateways and makes them more functional by building a connection with them.

Features

• Build interactive forms
• Get a one-window form where you get all options
• Build subscription and transaction reports
• Manage your subscription by pausing and resuming them from the backend whenever you want
• Create multi-step forms where you can categorize the sections
• Create custom tags for email and forms
• Add upload button with drag and drop field
• Table layout for the products
• Export your transaction reports and add fields to them as per your requirements
• Embed shortcode for adding the functionality

Now, let’s hop into the details on how to make Square integration with WP EasyPay.

WP Easy Pay – With Square Settings

WP EasyPay comes with a FREE and PAID version based on their availability of features and services.

For setting up the plugin, we will be using the PREMIUM version for a better understanding. Follow the steps below:

Sign in to your WordPress dashboard using your credentials.

Once you are in the dashboard, go to Plugins and click on Add New button and search for the WP Easy Pay – With Square in the search bar placed at the top right corner.

Click on the Install Now button. A screen will appear only for the very first time when you install the plugin.

All you need to click on the Allow & Continue→ button to proceed further.

After that, go to your mailbox and check if you have received an email from WP Easy Pay. Click on the Activate button for further configuration.

Go to your Plugins, find WP Easy Pay (Premium), and click on the Activate button. It will redirect you to the page as shown in the screenshot below:

Enter your email address and turn the toggle right for Live Payment if your payment process is Live.

Before that, you will need to go to www.squareup.com and sign in to your square account using your credentials. Once signed in successfully, click on the [Connect Square] button to move further.

When you click to connect, it will ask you for either Live Payment or Test Payment. You can select as per your requirements. In this tutorial, we will be working on a Test Payment.

Here, you need to select your location and then click on the Save Settings button.

After that, navigate to WP EASY PAY → Create Payment Form → Form Settings.

You will see the form details in this section; fill each according to your form requirements. For the readers’ understanding, we are going to define each field as bulleted below:

• Form Title – Enter the title of your form; here, I am creating Contact Form.
• Form Description – Enter the information about your form or the message you want to deliver to your users.
• Select Payment Type: Select your payment type from the drop-down menu.
• Amount Type: Select the payment layout from the drop-down menu that you want to display.
• Create your payment packages; here, I have made only two.
• Check mark on the Enable save card for future use to save the user’s card for the next transaction.
• Check mark on the Show products without images if you want to display the products even without the images.
• For the redirection process, select Yes from the drop-down menu, select time for the redirection process, insert the label on your redirection button, and insert the redirection URL.
• Payment Success Message – Type the payment success message you want to deliver to your users.
• Postal Placeholder – Insert the details of the postal placeholder.
• Check mark on the Enable terms and conditions on my form and provide a link label and link to page details if you want your users to be agreed to your Terms and Conditions.

Once you enter your details, click on the Publish button to save changes. Next, go to the Extra fields section for further customization.

In this section, you can build your form using the following options:

• Checkbox Group
• Date Field
• File Upload
• Number
• Radio Group
• Select
• Text Field
• Telephone
• URL
• Text Area

And then click on the Publish button to make changes. Next, go to the next section, i.e., Notifications.

Here, you have two options:

1. Admin Email Template – In this option, you can customize the Admin’s email template.
2. User Email Template – In this option, you can customize the users’ email templates.

Last but not least,

Customize your transaction notes using tags and click on the Update button to save changes.

Now, add a new page and copy the shortcode of your form and paste it into the new page to display your form, as shown in the screenshot below:

Enter your Page Title and select your form from the drop-down menu. Next, click on the Update button to publish your form.

Your form will be displayed. Insert your details and click on the Pay button to proceed with your transaction.

Pricing

WP Easy Pay offers three pricing plans; Starter, Professional, and Business. For more information, you can hop to the pricing page.

Final Words

To summarize this topic, we would like to inform you that the Square Payment solution plugin with WP Easy Pay is the perfect combination for making payments on your WordPress websites. Square is the safest and easiest payment gateway that WP Easy Pay to start making payments.

For a clear picture, you can imagine Square is a gate, and WP Easy Pay is a key to open it.

There is a FREE version available, but you need to purchase a premium package from their pricing plans to add more utilizing features.

It is a one-window payment method where you get everything. For setting up your payment method, you can contact APIExperts.io; their experts will make a perfect integration of Square to your WordPress websites.

We are excited to announce the launch of the WP Easy Pay Version 4.5 and the introduction of six new features to the plugin’s core functionality.

Here is the list of the latest features introduced to the plugin:

• Additional charges option
• Improved subscription handling
• Translation support
• Create custom discount coupons
• New tabs shortcode
• Resend payment emails

Distribute coupons to increase awareness of your business, both locally and elsewhere. We have introduced a new tab on the WP Easy Pay dashboard where you can generate coupons and add any description if required.

You have the option to offer

• To create a coupon, navigate to WpEasypay→ Coupon→ Click  “Add Coupon.”
• Users will get coupons code that can be redeemed at the time of purchase to avail discount offers.

This feature enables the plugin to support extra fees functionality; the user can be charged with an additional amount as a processing fee or any other surcharge apart from the actual amount.

• To use the Additional charges functionality in the payment form, navigate to Wp Easypay→ Select Form→ Additional Charges Tab.
• Set the additional charges based on a percentage or static price.
• Users can add multiple additional charges for multiple purposes, such as processing fees or VAT.
• Use the + sign to add the new charges entry and use the – sign to remove the new charges entry.
• Also, users can enable or disable the charges without removing them. Click on the checkbox to enable and unmark to disable.

The new subscription dashboard adds so much to the user experience of the plugin.The dashboard will display detailed information of any transaction (transaction id, date, status, amount total, payment type);

Users can also view and edit the subscription ID, subscription interval, remaining cycles, total cycles, next payment, subscription status, subscription type, actions, and date;

The subscription dashboard can also be added to the front-end using a simple shortcode

Please logged in to see subscription details.

Login..

Please read the technical documentation to understand the features in detail and how they can be implemented.

In 2018, Fraud losses reached $27.85 billion worldwide. The number is projected to rise to $35.67 billion in the next five years and $40.63 billion in 10 years according to The Nilson Report, the leading global card and mobile payments trade publication.

E-Commerce industry is more vulnerable to payment frauds

One of the most common fraudulent activities is e-commerce payment fraud, which is basically any kind of illegal online transaction that is being performed by a cybercriminal.

E-commerce platforms depend on online payment systems in order to bill clients and complete payment for products and services. Furthermore, most businesses have taken it upon themselves to facilitate online transactions through their websites as a way to increase their revenues.

It’s important for internet users to be aware that not everything on e-commerce platforms can be trusted. This should also prompt e-commerce businesses to go the extra mile to protect their platforms and ensure customers aren’t exposed to fraud.

How Customer Authentication can help prevent payment frauds

Authentication is the process that your bank or payment services provider uses to establish that it is really you.

It aims to make sure that the person requesting access to your account, or trying to make a payment, is either you or someone to whom you have given consent.

What is ‘Strong Customer Authentication’ (SCA)?

The new rules, introduced in 2019, are intended to further enhance the security of payments and limit fraud. They are known as Strong Customer Authentication (SCA)

The European Banking Authority announced that the new SCA requirements should be fully enforced by 31 December 2020.

As of 25 June 2020, the majority of European regulators have agreed to this new timeline, with one exception:

UK – The UK regulator previously announced an 18-month delay—requiring additional authentication for online payments beginning March 2021. Due to the COVID crisis, the UK regulator has extended the delay by an additional 6 months, bringing the revised enforcement date to 14 September 2021.

When should you use ‘Strong Customer Authentication’ (SCA)?

Strong Customer Authentication applies to “customer-initiated” online payments within Europe. As a result, most card payments and all bank transfers require SCA. Recurring direct debits on the other hand are considered “merchant-initiated” and don’t require strong authentication. With the exception of contactless payments, in-person card payments are also not impacted by the new regulation.

For online card payments, these requirements apply to transactions where both the business and the cardholder’s bank are located in the European Economic Area (EEA).

European banks will be required to follow SCA under PSD2.

What is PSD2 and why must banks comply?

The revised Payment Services Directive 2 (PSD2) aims to better align payment regulation with the current state of the market and technology.

It introduces security requirements for the initiation and processing of electronic payments, as well as for the protection of consumers’ financial data.

It also recognizes and regulates Third-Party Providers (TPPs) that are allowed to access or aggregate accounts and initiate payment services.

This move will shake up the payments market, particularly in the eCommerce space, by encouraging greater competition, transparency, and innovation in payment services.

In short, PSD2 aims at facilitating consumer access to their banking data and driving innovation by encouraging banks to exchange customer data securely with third parties.

How SCA will change online payment flow?

To meet the new SCA requirements, a form of two-factor authentication is required for many online card payments in Europe. Without authentication, many payments may be declined by your customers’ banks.

With SCA, there is an additional and mandatory step before authorization and capture: authentication. This step helps protect customers by preventing fraud. To authenticate a payment, a customer responds to a prompt from their bank and provides additional information. This may be something they know, like a password, something they use, like their phone, or something that’s part of who they are, like their fingerprint.

WP EASYPAY VERSION 3.1.3 FEATURES – STRONG CUSTOMER AUTHENTICATION (SCA)

WP EasyPay is a powerful Square payment solution that gives business owners the ability to accept payments anywhere in the world. You can create reports, customized forms for recurring donations, subscription payments, and much more.

WP EasyPay introduced ‘Strong Customer Authentication’ (SCA) in version 3.1.3 for the purpose of reducing fraud and making your online payments more secure.

We have a detailed and descriptive technical documentation on how to configure Strong Customer Authentication (SCA) settings for your forms. You can read the technical documentation here.

Welcome back to another setup configuration guide where we will be discussing how you can create and set a fixed amount in your payment forms. This is a step-by-step guide where we have added images as help references.

In case you are unable to find what you are looking for, please feel free to email me at support@wpeasypay.com.

Since there are just three amount of layouts available in form settings (Radio, Dropdown, and Custom), a lot of users get confused while trying to set just one amount in the form. You can set a fixed amount in your form if you want to restrict your customers/visitors on paying a pre-defined amount and nothing else.
In this guide, we are going to teach you how you can set a fixed price in the current form.

Step # 1:

In order to set a fixed price, you will have to select the “Payment custom layout” option from the “Amount Type” dropdown menu, as shown in the image.

Step # 2:

Select and enter the amount in the first field and leave the rest of the fields blank. Keep the “Enable other amount fields on payment form” option unchecked.

Now you can update the form settings and place the shortcode on the page or post you want to display your payment form on.
Here is a look at how the form will look like.

The amount you set is selected by default eliminating the need for the user to choose anything else.
In case you are wondering why we have mentioned the button with the amount, then let us tell you that it’s a workaround until we launch the fixed price feature where the user will only be able to see the amount on the Pay button and nowhere else. Until then, you can use this workaround to offer your customers the option to pay a fixed price without the hassle of selecting or typing.

Bonus Tip:

In case you wish to hide the “Select amount” text is written above the blue amount button, you can simply click the customize button on the top menu.

Now, click on the Additional CSS tab and paste the following code in the editor:

Click on the publish button to hide the select amount label.
For more questions or queries about this help guide, feel free to email us at support@wpeasypay.com.

We have received great feedback from users on the latest release 3.1.9. Google Pay was a much-awaited feature in WP EASY PAY that we have been receiving requests for since the launch of version 3 and it is finally available in our latest version but apart from all the great features we also receive small feature requests from customers and after our last update, we have received multiple requests from users for the option to export reports and customer data for remarketing purposes.

Although this feature is in the development pipeline we would not like our customers to wait for too long to export their data. In this blog post, we are going to teach you how you can use WP ALL EXPORT (Free Plugin) to export your transaction reports and all other customer data in just 5 steps after plugin installation.

Download WP All Export Plugin

Step # 1
Once your plugin is installed and activated go to the plugin’s main menu and click on New Export and then click on Specific Post Type button to select your Reports post type from the dropdown.

Step # 2
Once done, go ahead and click on the Customize Export File button so we can pick which fields we would like to export.

Step # 3
Now you will be redirected to the page with Drag & Drop fields options. Select Custom Fields from the sidebar and start dragging & Dropping the fields you need in your CSV or XLS file

Step # 4
Once done, click the continue button and then you will be represented with the final page where you can start the process of exporting. Go ahead and click the button Confirm & Run Export

Step # 5
The export will take a while to complete and then you will be presented with the option to choose how would you like to download your data. Bundle and CSV are two options. Choose according to your need.

Bonus Point:
In case if you need to export this same data again you will not have to repeat these steps. Instead, you can simply go to Manage Exports submenu in the WP All Export main menu and find your recent data export template. whenever you will export data the plugin will automatically create a template for your ease.

If you found this guide useful please share it and in case if you need any assistance feel free to contact us.

Hello Wp EasyPay users,
We’re happy to announce the release of WP EasyPay Version 3.1.8 on wpeasypay.com (paid version).
WP EasyPay is a powerful Square payment solution that gives business owners the ability to accept payments anywhere in the world. You can create reports, customized forms for recurring donations, subscription payments, and much more. Empower your business with the most premium Square payment plugin in the market.

What’s New in Version 3.1.8?

– Users can save their credit card details for future use using the ‘Save Card on File’ functionality.

– Strong Customer Authentication (SCA) helps reduce fraud and make your online payments more secure.

– CAPTCHA (conditional – v3 invisible captcha) adds another layer of protection to your forms to help thwart would-be spammers.

– Set up digital wallets and accept online payments via Google Pay.

Read the technical documentation on how to download, install, and activate the WP EasyPay plugin on your website.

Hello Wp EasyPay users,

We’re happy to announce the release of WP EasyPay Version 3.1.3 on WordPress.org (free version).

WP EasyPay is a powerful Square payment solution that gives business owners the ability to accept payments anywhere in the world. You can create reports, customized forms for recurring donations, subscription payments, and much more. Empower your business with the most premium Square payment plugin in the market.

What’s New in Version 3.1.3?

– Display the form in a modal box- form appears in a pop-up window.

– Strong Customer Authentication (SCA) helps reduce fraud and make your online payments more secure.

– Redirect users to any given URL after their payment is successful and verified.

– Add a shadow to the border of the payment form to make it visually engaging.

– Load default theme style on the payment button when the form is viewed in pop-up display type

Read the technical documentation on how to download, install, and activate the WP EasyPay plugin on your website.

Wp EasyPay’s recurring donation feature enables global philanthropy by empowering individuals and non-profits to accept donation payments using a subscription-based model.

People are generous by nature and they love to contribute to charities whenever they have the resources to do so. The best way to raise for a noble cause is through a convenient and reliable platform that actually matters.

WP EasyPay’s recurring donation feature provides a hassle-free way through which website visitors can donate using the Square payment gateway on a subscription basis. The entire process is automated and it cannot get any easier than this, let’s find out how it works.

WHAT IS WP EASYPAY?

WP EasyPay is a smart business solution that allows your WordPress powered website to integrate with the Square payment gateway in just a couple of minutes. You can embed dynamic buttons using shortcodes that generate payment forms on any of your site’s pages.

WP EasyPay creates a frictionless way of accepting simple payments, donations, subscriptions, recurring donations, and recurring payments. Also, easily manage Square Transaction Note, Email Notifications, and Subscription Reports from the admin panel.

Here are some of the premium features that make your website payment process easier, faster, and safer:

• Charge recurring payments from your customers directly and promptly.
• Subscription pause and run functionality – Allows the admin to control subscriptions from the back-end.
• Users can pause or cancel their subscriptions from the front-end (if allowed).
• Create parent subscription reports, and within those, multiple child subscription transactions report.
• Easily set and collect fixed amount payments for services or single products.
• Collect custom payment amounts from your customers by allowing them to enter a custom amount(s) at the time of payment.
• Collect donation payments easily – Simple and recurring payments

After having a brief overview of WP EasyPay, let’s explore how we can set up recurring donation settings by using the WP EasyPay premium plugin and your Square Account.

STEP#1:

HOW TO INSTALL WP EASYPAY (PREMIUM) PLUGIN IN WORDPRESS SITE AND ACTIVATE LICENCE KEY

The first step is to install WP EasyPay (Premium) plugin on your WordPress site and activate its license key. You can read the complete technical documentation here.

(a) Uploading Plugin (WP EasyPay)

(b) Activate Plugin (WP EasyPay)

(c) Activate License Key (WP EasyPay)

STEP #2:

ACTIVE SQUARE ACCOUNT (YOU CAN SIGN-UP FOR FREE)

You need to have an active Square account in order to get started. If you already have a Square account then simply sign-in using your credentials. In case you don’t have a Square account, you can create one by visiting the official Square website.

STEP #3:

WP EASYPAY GLOBAL SETTINGS

Here is a glimpse of how WP EasyPay global setting mode works with the Live Payment option.

Once you click on the ‘Connect Square’ button, you will see an authentication message pop-up

Now, you will be able to configure settings for email notification, currency type, and location. Make sure to click the ‘Save Settings’ button before moving forward.

NOTE: Your Square account currency type and WP EasyPay currency selection should be the same for them to work perfectly.

STEP #4:

CREATE PAYMENT FORM WITH WP EASYPAY

 

(a) Form Creation

After installing the WP EasyPay premium plugin and connecting it with an active Square account, you can create a payment form using global settings. Global settings enable you to connect multiple payment forms with your square account.

(b) Form Settings

Go to the “form settings” options to create a form title, form description, popup button title. Also, select your preferred donation type (like simple or recurring).

You can also choose how your WP EasyPay donation form should appear to donors (pop-up/modal or multi-step/wizard).

STEP #5:

RECURRING DONATION (SUBSCRIPTION CYCLE)

 

(a) Subscription Cycle

You can configure the settings for your subscription cycle by selecting your preferred options from a drop-down menu under each category (no. of payments, days/weeks/months, donation frequency).

You can also select the appropriate color scheme for your form as per your branding relatedness.

(b) Amount Types:

There are three types of payment layouts available for your form(s). The options are as the following:

(1) Radio Listing Layout

(2) Dropdown Layout

(3) Custom Layout

You can also enable a custom amount field on the payment form.

STEP #6:

REDIRECTION ON SUCCESSFUL PAYMENT

The next step is to set up a redirection URL for donors who have made a successful payment. Set redirection time, successful payment message, button labels, postal placeholder, and terms and condition (If any).

FRONT-END VIEW OF SUCCESSFUL PAYMENT MESSAGE

This is what a recurring donor will see when they have made a successful donation payment.