Overview

After installing and activating WP EasyPay, the next step is to connect your Square account so you can start accepting payments on your WordPress website.

WP EasyPay uses Square’s secure OAuth connection to safely link your Square account with the plugin.

You can connect either:

• Live Mode – for processing real payments
• Test Mode (Sandbox) – for testing payments without charging real cards

Before continuing, make sure you have a Square account ready.

1. Open Square Connect Global Settings

1. Log in to your WordPress admin dashboard.
2. Navigate to WP EasyPay → Square Connect
3. You will be taken to the Square Connect settings page, where you can manage your Square connection.

4. Enter your Notification Email, which will be used to receive payment notifications.

2. Choose Your Environment (Live or Test Mode)

WP EasyPay supports both connection modes.

• Live Mode – Processes real payments from customers
• Test Mode (Sandbox) – Allows you to test forms without real charges.

In the Square Connect section, you’ll see a toggle to select your preferred mode.

By default, WP EasyPay uses Sandbox (Test) Mode.

To start accepting real payments, enable Live Mode.

3. Connect Your Square Account

To connect your Square account:

1. Click the Connect Square (Live) button.

2. You will be redirected to the Square login page.

3. Log in using your Square account credentials.

4. Approve the authorization request.

After authorization, you will automatically be redirected back to your WordPress site..

4. Select Your Business Location

After connecting your account:

1. Open the Square Location dropdown.
2. Select your business location where real payments should be processed.

3. Click Save Settings.

Note: If your Square account has multiple locations, make sure to select the correct one.

5. Verify Your Live Integration (Recommended)

Before accepting real payments on your website, it is recommended to test your setup.:

You can verify the connection by:

• Creating a small payment form
• Completing a test payment
• Checking the transaction in your Square Dashboard
• Confirming that payment notification emails are working

This helps ensure everything is functioning correctly.

Using Sandbox (Test) Mode

Sandbox mode allows you to test your payment forms without processing real transactions.

This is useful for:

• Testing form fields and layout
• Verifying payment behavior
• Confirming Square integration

Payments made in Sandbox mode will not be charged to real cards.

Enable Sandbox Mode

To use Sandbox mode:

1. Go to WP EASY PAY → Square Connect.
2. Switch the toggle OFF to enable Sandbox (Test) Mode

Note: When connecting your Square Sandbox account, make sure the Square Developer Dashboard is already opened in the same browser before clicking the Connect Square button.

You can open the Sandbox test accounts page here:

https://developer.squareup.com/console/en/sandbox-test-accounts

Opening the developer dashboard first helps ensure the authorization process completes correctly.

3. Sandbox Mode requires a Square Test Account, not your live Square account.
4. You can create and manage test accounts here:
   https://developer.squareup.com/console/en/sandbox-test-accounts

Payments made in Sandbox mode will appear only in the Square Sandbox Dashboard, not in your live Square account.

Troubleshooting

If you experience issues connecting your Square account:

• Reconnect using the Connect Square button
• Confirm that the correct environment (Live or Sandbox) is selected
• Ensure your Square account is fully activated
• Verify that the correct Square business location is selected