WooCommerce Square up Payment Gateway Pro – Simple & Recurring Payments

1.Introduction #

WooCommerce Square Up Payment Gateway helps your users pay their amount at WooCommerce checkout using the Square payment gateway. With this Plugin, you can manage payment and refunds between WooCommerce and Square along with other features. Keeping the testing phase in mind, we have integrated Sandbox support With the latest version of SQUARE V3.1 API to see test transactions in the Square’s dashboard.

2.Features #

  • Square Up Payment Gateway now allows you to enable payment via the following methods at the checkout :
    • Payment via Google Pay
    • Payment via Apple Pay
    • Payment via Square Gift Card
    • Subscription Payment
    • Woocommerce orders refunds through Square.

3.Important Points Before Considering The Woocommerce Square Up Payment Gateway Plugin: #

  • Square card payment API support is currently available in the US, Canada, UK, Australia, and Japan only.
  • On your checkout page, the SSL certificate must be activated for Square payments.
  • At the moment, this Plugin does not support WordPress Multi-site.
  • This Plugin does not synchronize your products between WooCommerce and Square. If you are interested in this feature, then WooSquare Pro is the right option for you, which includes the Square payment gateway as well.
  • The WooCommerce currency settings must be the same as selected in the Square application location. Otherwise, payments will give an error. To change currency settings, navigate to WordPress Admin Dashboard WooCommerce Settings General.

 

4.WooCommerce Square Up Payment Gateway Pro Plugin Requirements: #

5.HOW WOOCOMMERCE SQUARE PAYMENT SETTINGS WORK (STEP BY STEP GUIDE) #

Note: From Version 1.8, we have introduced the Square Auth Connection feature.

Connecting Square with WooSquare-Up
  • Navigate to WordPress Admin Dashboard Woo-Square.

  • Click on Connect with Square to connect your WooCommerce with a Woo-Square account.
  • Click on Sign Up to create a new Woo-Square account and connect it with WooCommerce.

  • Insert your Squareup Account credentials in the login panel.

  • After logging into the Squareup Account, the permission page will appear. 
  • Click on Allow to grant the permissions and proceed.

  • After allowing the permissions, it will automatically authenticate your Square Account and ask you to redirect to your WordPress Admin Dashboard.
  • Click on Redirect me. This will redirect you to your WordPress Admin Dashboard site and complete the authentication process.

  • The Square account will redirect you to the site.
  • Select your store from the dropdown menu.
  • Click on Save Changes.
  • Now that WooCommerce is Successfully connected with your Square Account. You can move over to the Woo-Square and set up the Square Payment Gateway.

 

 

Square Payment Gateway

 

  • To enable the Woo-Square Payment Gateway addon on the checkout and enable Square Sandbox, you must enable Square Payment Gateway.
  • Navigate to  WordPress Admin Dashboard → Woo-Square → Plugin Module.

  • In this section, locate and enable the Square Payment Gateway addon.

  • Once the module is enabled, a sub-tub Payment Settings will appear in the Woo-Square tab.
  • To access the Square payment gateway settings, navigate to the  WordPress Admin Dashboard → Woo-Square → Payment Settings.

 

Square Payment Settings

 

  • Enable/Disable
  • Click on Enable Square checkmark to enable Square as a payment option on WooCommerce checkout in Square Payment Settings.

 

  • Title
  • Set the title of the Square card. This will be displayed to the customers outside the credit card field.

 

  • Description
  • Write a description (e.g., Pay with your credit card via Square). The description will display before the credit card fields, any specific instructions can be given through this option.

 

  • Delay Capture
  • Allows you to pre-authorize a charge and not capture it until later. It is useful if you are about to ship goods and then charge the payment after delivery. Capture an authorization by marking the order Processing or Completed OR void the authorization by canceling the order.

 

  • Create Customer
  • Click on the Create Customer checkmark, it will create a profile of the customer on Square at the time of checkout. This profile will hold all the data of the specific customer like orders, transactions, etc.

 

  • Logging
  • Click on the Log Debug Messages checkmark, it will save debug messages to the WooCommerce System Status log. To see log  WordPress Admin Dashboard → Status → Log →Select Payment Log.

 

  • Send Customer Info
  • Click on the Send Customer Info checkmark to send first name and last name with an order to Square.

 

  • Enable AVS Zip Code Check
  • Click on the Enable AVS Zip Code Check checkmark to enable the verification system, which is used to verify the customer’s address provided at the time of credit card transaction. 

  • Click on the Save Changes button.

 

 

  • Enable/Disable Google Pay
  • Navigate to WordPress Admin Dashboard → Woo-Square → Payment Settings.

  • In the Square Payment Gateway Settings, navigate to the Google Pay option.
  • Click on the Enable Google Pay checkmark. This will enable the Google pay option on the checkout page.
  • Click on the Save Changes button.

 

  • Now navigate to the WordPress Admin Dashboard → WooCommerce → Settings.

  • Go to the Payments tab.
  • Click on the Square Google Pay option to enable the Google Pay payment method on the checkout page.
  • Click on the Save Changes button.
  • Or click on the Manage button.

  • In Manage, checkmark Enable Square Google Pay.
  • Enter Title. 
  • Enter the Description that you want the customer to see during checkout.
  • You can also Enable Delay Capture and Logging according to your requirement.
  • Click on Save Changes.

 

 

  • Impact on Front-End
  • Go to your Store.
  • Select an item and complete the process.
  • Proceed to the Checkout page.
  • Select Google Pay from the payment method section.
  • Click on the Buy With G Pay button.

  • A popup will appear, enter the required card information and credentials.
  • Click on the Pay button.

 

 

  • Enable/Disable Apple Pay

Note: Apple Pay will be functional only on the Safari Browser for the live payments.

  • To enable Apple Pay, navigate to WordPress Admin Dashboard → Woo-Square → Payment Settings.

  • In the Square Payment Gateway Settings, navigate to the Apple Pay option.
  • Click on the Enable Apple Pay checkmark. This will enable the Apple pay option on the checkout page.
  • Click on the Save Changes button.

  • Now navigate to the WordPress Admin Dashboard → WooCommerce → Settings.

  • Go to the Payments tab.
  • Click on the Square Apple Pay option to enable the Apple Pay payment method on the checkout page.
  • Click on the Save Changes button or click on the Manage button.

 

  • In Manage, checkmark Enable Square Apple Pay
  • Enter Title 
  • Enter the Description that you want the customer to see during checkout.
  • You can also Enable Delay Capture and Logging according to your requirement.
  • Click on Save Changes.

 

  • Impact on Front-End

Note: Apple pay will be functional only on the Safari browser.

  • Enable/Disable Square Gift Card
  • To enable Gift Card, navigate to WordPress Admin Dashboard → Woo-Square → Payment Settings.

  • In the Square Payment Gateway Settings, navigate to the Gift Card option.
  • Click on the Enable Gift Card checkmark. This will enable the Gift Card option on the checkout page.
  • Click on the Save Changes button.

 

  • Impact on Front-End
  • Go to your Store.
  • Select an item and complete the process.
  • Proceed to the Checkout page.
  • The Gift Card section will be displayed on the right side of the checkout page.
  • Enter your Gift card code.
  • Select Payment Method.
  • Place your order.

 

 

  • Enable/Disable Sandbox Settings
  • To enable Sandbox Settings, navigate to WordPress Admin Dashboard → Woo-Square → Payment Settings.

  • In the Square Payment Gateway Settings, navigate to the Sandbox option.
  • Click on the Enable Sandbox checkmark. This will enable the Sandbox option.

  • Next, it will ask for Sandbox API credentials. These credentials include Sandbox Application ID, Sandbox access token, Sandbox location ID.

 

  • These credentials can be retrieved using your Square account.
  • Go to Square Developer ( https://developer.squareup.com/apps), and login using your square account.
  • Click on Add, to add a new application.

 

  • Enter Application Name.
  • Click on Save to create a new application.

 

  • Now, open your application.
  • Now your sandbox mode is active. 
  • Navigate to the Credentials tab from the side menu located on the left side of the page.
  • You can now copy the Sandbox Application ID and Sandbox Access token from the Credentials tab.

 

  • For Sandbox Location ID, navigate to Your-Application →  Locations in Square Developer Portal.

  • From the Locations tab, copy Location ID.

  • Paste the copied Sandbox Application ID, Sandbox Locations ID, and Sandbox Access token in Woo-Square Payment Settings.

 

  • Click on the Save Changes button.

 

  • Impact on Front-End
  • Go to your store and select an item.
  • Complete the process and proceed towards the Checkout Page.
  • Select Square Card as your payment method.
  • In Card Number, enter 4111111111111111 with any CVC and valid expiration date and postal code.
  • Place your order.

 

  • To check your orders in the Sandbox dashboard, go to the backend configurations, navigate to  WordPress Admin Dashboard → WooCommerce → Orders.

  • In Orders, select your recent order.
  • Update the Status of your order to processing or complete.

 

  • After updating your order status, go to Square Developer (https://developer.squareup.com/apps) and go to Account → Developer Dashboard.
  • In the Sandbox Developer Dashboard, navigate to Sandbox Test Accounts.
  • Click on the Open button.

  • All the useful information regarding your orders is displayed on the Sandbox Account Dashboard.

 

  • Navigate to Transactions from the menu located on the left side of the page.

 

  • All your transactions are displayed on the Transactions Page.
  • You can filter your transactions based on date, payment method, type, status, sources, card number.

 

  • Click on the transaction to check for more useful information.
  • An information window will appear, which displays the information of the individual transaction.
  • Click on Done once you have reviewed the transaction.

 

  • You can also Export your transactions, Item summary, and Item Details in the form of a CSV file.
  • Click on the Export button located at the top right corner of the Sandbox transactions page.
  • Click on the CSV that you want to export.
  • Your CSV file will start downloading.

 

 

 

Recurring Payments

 

Note: You first need to purchase the Woo Square-up Payment Gateway Pro and WooCommerce subscription plugin for recurring payments. 

  • Navigate to  WordPress Admin Dashboard WooCommerce Plugin Installed Plugin.

  • In the Plugins section, go to Square Recurring/Simple Payments For WooCommerce Subscriptions.
  • Click on Activate.

  • Go to the WooCommerce Subscription plugin.
  • Click on Activate.

 

 

Add Subscription Product

  • After activating the Square Recurring/Simple Payments For WooCommerce Subscriptions and WooCommerce Subscription plugins, navigate to WordPress Admin Dashboard Products.
  • Click on Add New to add a new product.
  • In Add new product page, enter the product name.
  • Enter Product description.
  • Set a product picture.
  • Select a product category.

 

  • Expand the Product data section.
  • Select Simple Subscription or Variable Subscription product type from the dropdown menu.

 

Simple Subscription

  • Select Simple Subscription from the product type dropdown menu.
  • Click on the Virtual or Downloadable checkmark, depending on your product type. 
  • Expand the product data section.

 

General Settings

  • Insert the Subscription price, billing interval, and the duration of the recurring period of your product.
  • Select the Expire after month, this will automatically expire the subscription after the selected duration.
  • Insert the Sign-up fee. This is optional and charges the Sign-up fee immediately.
  • Enter the duration of the Free trial. This is an optional period of time that will wait before starting the first recurring payment. 
  • Insert Sale Price, it should be less than the actual price.
  • Select the Tax Status from the dropdown menu.
  • Select the Tax class from the dropdown menu. This is used to apply different tax rates depending on the product.

 

Variable Subscription

  • In the case of Variable Subscription, select Variable Subscription from the product type dropdown menu.
  • Go to Attributes Tab.
  • Add a Custom product attribute.
  • Insert the attribute Name.
  • Insert the values with ‘|’ separating each value.
  • Click on Visible on the product page checkmark, if you want to display the variations on the product page. 
  • Click on Used for variations checkmark.
  • Click on the Save attributes button.

 

  • Go to the Variations tab.
  • In Add Variations, select create variations from attributes.
  • Click Go.
  • When the variations are added, expand the variations and add prices for all the variations.
  • Click on Save Changes.

 

  • Click on Publish to add the product.

 

View Subscriptions

  • First, go to your store and purchase a subscription product.
  • Complete the checkout and payment processes.

 

Note:  Subscriptions can only be purchased using a credit card.

 

Impact on Frontend 

Simple Subscription

  • Go to the Store.
  • Add a simple subscription product to the cart.

  • Go to the checkout page.

 

  • Pay using Square Up Card.

 

 

Variable Subscription

  • Go to the Store.
  • Add a simple subscription product to the cart.

  • Go to the checkout page.

 

  • Pay using Square Up Card.

 

Impact on Backend

  • Navigate to the WordPress Admin Dashboard WooCommerce Subscriptions.

 

  • All the subscriptions are displayed in the subscriptions table.
  • To change the status from On Hold to Active, WordPress Admin Dashboard WooCommerce Orders.
  • Click on the Status, change the subscription status from On Hold to Processing, and click Update.
  • Go back to the subscription page.
  • Ordered subscriptions are active now.

 

  • Go to Square Developer ( https://developer.squareup.com/apps) and go to Account → Developer Dashboard.
  • In the Sandbox Developer Dashboard, navigate to Sandbox Test Accounts.
  • Click on the Open button.
  • Navigate to the Transactions tab.

 

  • Click on the transaction to view details.

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