How to Test Square Payments: A Complete Step-by-Step Guide - WP EasyPay Skip to content

How to Test Square Payments Before Accepting on WordPress: Step-by-Step Guide

Testing Square Payments is vital for any business. Itโ€™s similar to testing your equipment before you use them. 

Payment processing is a lengthy process. What looks like a one-tap process actually involves several mediums and entities and multiple checks and verification processes. Testing your payments beforehand ensures your customer doesnโ€™t face a problem at any part of the process.

Furthermore, it encourages professionalism, enhances experience, and builds trust. Therefore, you must test Square payments before accepting it on your WordPress or website. 

This article will teach you how to test Square payments effortlessly. Plus, an easy way to accept payments on your WordPress with WP EasyPay. 

Letโ€™s dive right in!

How to Test Square Payments: 05 Easy Steps

Related blog: What is Square? Detailed Look at Features [2024]

To test Square payments, you must follow these steps:

Step #1 โ€” Setup Square Developer Account

First of all, you must set up a Square developer account before you test Square payments. To do so, head over to Square Developers and create a free account using the Start building button. Or, if you already have an account, you can simply log in with the Sign in button in the top right corner.

Screenshot showing steps to set up a Square developer account.

Afterward, you will land on a screen like this. Enter your first and last name, email address, and password. Finally, select your country using the Locale drop-down.

Form to input business information on the Square developer account setup page.

On the following screen, you will be asked for your business information, such as your businessโ€™s name and business website. Fill it out with the appropriate information. 

A form filled out with appropriate information required for Square developer registration.

Afterward, Square will ask you to choose your favorite coderโ€”this step is optional, and you can skip it if you donโ€™t codeโ€”and finally, enter the name of your application and read the platformโ€™s terms of service.

Afterward, check the tiny box underneath the input box to agree to their terms of service, which will allow you to Continue.

Highlighted checkbox below the input box on the Square developer account setup page.

Finally, after filling out a few other optional information forms or skipping them, you will be inside your Square Developer account in no time. The main dashboard looks like this:

Confirmation screen for successfully setting up a Square developer account.

Step #2: Install WP EasyPay on Your WordPress

Jump to WordPress, log into your account, and install WP EasyPayโ€”a WordPress plugin that helps connect Square with WordPress effortlessly. 

You can easily install the plugin by navigating to your WordPress dashboard >> Plugins >> Add New Plugin.

Navigating to the WordPress dashboard to begin installing the WP EasyPay plugin.

Using the search plugin bar, search for WP EasyPay.

Search bar in the WordPress plugin directory for locating the WP EasyPay plugin.

Install the plugin.

Highlighted 'Install Now' button to start installing the WP EasyPay plugin.

After successful installation, click the โ€˜Activateโ€™ button.

Activation screen with the 'Activate' button for the WP EasyPay plugin.

Alternatively, you can upload the plugin using the Upload Plugin button at the top left corner.

Option to upload the WP EasyPay plugin using the 'Upload Plugin' button in WordPress.

Choose the file from your device and click Install Now.

Highlighted 'Install Now' button for the uploaded WP EasyPay plugin package.

The following screen will appear to carry out your request. Wait until the package is installed, and thenโ€ฆ

Message confirming that the WP EasyPay plugin package has been successfully installed.

Click Activate Plugin.

Final step showing the 'Activate Plugin' button after successful installation.

Enter your license key in the input box, and now you have WP EasyPay up and running.

Step #3: Connect Square Account with WP EasyPay

Now, it’s time to connect Square with WP EasyPay. After activating, you will be exposed to a screen like this. Make sure to pay attention to the note. You must launch the seller test account in the same browser from the developer dashboard for it to work.

Screen showing the option to launch a Square seller test account for integration.

Click the seller test account and click Square Dashboard.

Highlighted option to access the Square dashboard for managing account settings.

You will land on a dashboard like under. 

Overview of the Square dashboard interface after successful login.

Do not close this tab. Instead, open a new tab and log in to WordPress on that tab.

Navigate to WP EasyPay and connect the Square account.

Navigation screen in WP EasyPay to connect the Square account for payment processing.

After initializing the request, Square will ask you to login.

Square login page prompting the user to enter their credentials.

After entering your login credentials, the plugin will request permission to access your Square Account.

Click Allow.

Permission request screen for WP EasyPay to access the Square account.

On the following screen, you will see this redirection confirmation request. Click the โ€œTHATโ€™S MY SITE – REDIRECT MEโ€ button.

Confirmation screen with the 'That's My Site, Redirect Me' button to complete integration.

That should connect your Square account to WP EasyPay. 

Final step connecting the Square account to WP EasyPay for seamless payment handling.

Now is the time for testing. This takes us to the fourth step.

Step #4: Create a Payment Formย 

Navigate to WP EasyPay >> Create Payment Form from the WordPress dashboard.

Form creation screen to set up a payment form in WP EasyPay.

You will land on a screen like this.

Overview of the screen you will land on after initiating payment form creation.

Select your currency and location from the drop-down. Finally, select all the payment options you want on your form. The options include:

Screen showing the option to select all available payment options for the form.

After selecting your favorites, switch to Form Settings and name your Form, write a description, select payment types, check the boxes you want, etc.; there are many other options you can play around with to design your form as you want.

Switching to form settings to name the payment form.

You can choose a theme color, change the currency symbol, amount type, etc., before switching to the Extra fields tab, where you canโ€”as the name suggestsโ€”add additional fields to your form by dragging and dropping them in your form.

Navigating to the 'Extra Fields' tab for additional form customization.


Afterward, set up the notifications by switching to the next tab.ย 

Navigating to the next tab for further customization options in the payment form.

Donโ€™t forget to publish the form after setting it up to save your progress. Letโ€™s move on to the final step.

Reminder to publish the payment form after completing the setup process.

Step #5: Test Square Paymentsย 

Now that the form is done and published, letโ€™s use it to test Square payments. Create a test post, select the WP EasyPayโ€™s block, and select the form from the drop-down.

Selecting the WP EasyPay block in the WordPress editor to add to a page.

After selecting your form from the drop-down, itโ€™s finally time to test Square payments. 

Dropdown menu showing options to select the desired form for integration with WP EasyPay.

For that, you can use Squareโ€™s test credit cards.

Using Square test credit cards for testing payment functionality in WP EasyPay.

If you get a success message, congratulations!

If you donโ€™t want to do all that, you can contact our trained support team, and we will do all the testing for you.

Conclusion

Testing Square payments is a vital step for any business owner integrating online payment systems. It helps identify potential issues so that you can provide a seamless payment experience for your customers.

By following the steps outlined in this guide, you can confidently set up, test, and deploy Square payments on your WordPress website. WP EasyPay, a super helpful WordPress plugin, makes the process straightforward, allowing you to focus on running your business instead of worrying about technical problems.

A reliable payment system strengthens customer trust and provides your customers with a hassle-free shopping experience. So, take these steps today to prepare your payment gateway for success!

Try WP EasyPay today to test Square payments before integrating Square with your WordPress!

Frequently Asked Question

Can I do a test payment on Square in WordPress?

Yes, you can do a test payment on Square using their developer tools. To test payments, create a Square Developer account and set up a seller test account from the dashboard. Then, connect your Square account to your WordPress website using WP EasyPay. Once connected, create a payment form and use Square’s test credit cards to simulate transactions. This process helps verify that the payment system works smoothly before you go live.

How do I fix the error when connecting to my Square account in Test Mode?

Connecting to your Square account in test mode may show an โ€œError: To start the OAuth flow for a sandbox account, first launch the seller test account from the Developer Dashboardโ€ error. If that happens, open your sandbox account on another tab and log in to the Square dashboard. Set that screen aside and open a new tab. On that new tab, go to your WordPress and connect the Square account again.

Why do I see the Tokenization error when sending a test payment?

Seeing the โ€˜Tokenization of the payment card failedโ€™ when sending a test payment is fairly common, and it occurs when you use real credit card details to send a test payment. When testing payment, make sure to use one of Squareโ€™s test credit cards.

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