Square Payment Gateway for Formidable Integration

1.Introduction #

Formidable Plugin that allows admin to create payment form by form builder plugin and integrate with the square payment gateway.

1.1.Plugins Required #

Plugins Required

2.How to use Plugin #

2.1.Step 1: Connect with Square #

  • Navigate to the Formidable -> Global settings page.
  • Locate and click on the ‘Square’ option to access Square integration settings.

  • Log in to your Square account and open the Square app on your device.
  • In the Squaere app, go to the Credentials section. Copy the Application ID and Access Tokn.

  • Navigate to the Locations menu in the Square app.
  • Copy the Location ID.

    • Return to the Formidable Global Settings Square page.
    • Paste the Application ID, Access Token, and Location ID into the respective fields.
    • Click on the Connect with Square button to establish a connection between Formidable Forms and Square.
    • Click on the Save button.

2.2.Step 2: Create a New Form #

  • Go to the Formidable -> Forms and create a new form.
  • Add fields to the form, such as Name, Last Name, Email

  • Navigate to the ‘Advanced Fields’ section
  • Drag and drop the ‘Square’ field into your form from the ‘Advanced Fields’ section.

  • In the field options, enable the desired payment options such as Gift Card, ACH Payment, Afterpay, and Cash App.
  • Click the Save button to save the form with the Square integration settings.

    • Navigate to the Settings tab -> Action & Notification.
    • Click on Square in from the form action.
    • Click on the Save button.

2.3.Step 3: Create a New Page #

  • In your WordPress dashboard, navigate to Pages and click on Add New.
  • Enter a title for the page, for example, Formidable Square.
  • Add the Formidable Forms block.


3.Front-End Impact: #

3.1.ACH Payment #

  • Click the ACH pay (Pay with Bank Account) option.
  • The user needs to click on it.

Step 1:

    • Click the Pay with Bank Account button On the Formidable Square page, click on the Pay with Bank Account button to start the ACH transaction process.
    • Select Your Bank: A list of available banks will be displayed. Choose your bank from the provided options.
    • Login to Your Bank Account: You will be redirected to the login page of your bank’s online portal.  

Step 2: Signing into the FPB Portal

    • FPB Sign-in: Upon successful login to your bank account, you’ll be prompted to continue the transaction.
    • FPB Portal Login: You will be directed to sign in to the FPB portal. Enter your FPB portal username and password as required.

Select Your Account: Once signed in, choose the bank account linked to the transaction.

Step 3: Linking Your Account and Completing the Transaction

  • Link Your Account: After selecting your account, follow the prompts to link it to the transaction. This might involve confirming details or authorizing access.

  • Continue with Transaction: Once your account is successfully linked, click on the Continue button to proceed with the transaction.
  • Transaction Confirmation: The system will process the transaction, and upon completion, a message confirming the successful transaction will appear on the screen.

3.2.After Pay: #

  • An option for payment Afterpay (Buy now with Afterpay) will appear.
  • The user needs to click on it.

  • Click the Buy Now with Afterpay button. A popup window will appear, prompting you to enter your Afterpay credentials. Input your Afterpay username and password in the provided fields.

  • After entering your credentials, click on the “Continue” button to proceed with the payment process.
  • Once you’ve successfully logged in, you’ll be presented with split payment options. These options typically involve dividing the total purchase amount into installments.
  • After choosing your preferred payment option, click on the “Continue” button to proceed with the transaction.

    • Upon successful processing, a message or notification confirming the successful payment will be displayed on the screen.


3.3.Cash App: #

  • An option for payment with Cash App (Cash App Pay) will appear.
  • The user needs to click on it.

  • After selecting Cash App as your payment method, a popup window will appear displaying a QR code. This QR code contains payment information for your transaction.

  • Open Cash App: Take your mobile phone and open the Cash App application.
  • Scan to Pay: Within the Cash App, locate and tap the “Scan” or “Scan QR Code” option. This usually appears as an icon or within the payment section.
  • Scan the QR Code: Use your phone’s camera to scan the QR code displayed on your computer or the payment screen. Align the QR code within the camera frame until it’s recognized.
  • Transaction Details: Upon scanning the QR code, the Cash App will display transaction details on your phone screen, such as the recipient and payment amount.
  • Confirm Payment: Verify the transaction details shown on your Cash App and then confirm the payment by tapping the appropriate option.
  • Transaction Completion: After confirming the payment, Cash App will process the transaction, and you will receive a confirmation notification on your phone indicating that the payment has been completed.




3.4.Square Gift Card: #

  • An option for payment with a Gift Card will appear.
  • The user needs to click on it.

  • Enter Gift Card Code: Carefully input the gift card code into the designated field. Ensure accuracy to avoid any errors in code entry.
  • Apply Gift Card: After entering the gift card code, click on the “Apply Gift Card” button to proceed.
  • Then click on the checkbox, and the system processes the gift card code. It will validate the code and apply the associated discount to your total payment.




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