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The Square integration allows you to setup a payment app for your recipients to pay directly through Square via Credit Card, through PandaDoc documents.
Enable the integration
- Go to Settings > Payments > Find Square. Select the integration, then click Connect;
- Sign in into your existing Square account (or create a new one);
- Once done, you will see a confirmation screen that the authentication has been successful.
Add a payment to your document or template
- Click Apps on the right panel
- Click on “Payment” to add it
- Set it up: assign the payer and set a payment amount
Send the document and collect payment
- Once you are ready, send out your document.
- Your recipient will open the document and complete it. The document status will become Waiting for payment.
- To proceed to payment, they click the payment icon in the top right and click “Pay”
- They will be required to fill out their Credit Card Number, Expiration date and CVV code, then they can make the payment;
- Once the payment has been cleared, the document status will become Paid. You and your recipients will receive a confirmation email to notify you the payment has gone through
- Once a document is paid, a new Customer record will be created in Square.
Set up recurring charges through Square
Square allows you to make additional charges or set up a subscription for any customer that you have (in your Square account) with associated billing details (CC info). View more details in Square.
- After any charge made via PandaDoc documents, new customers are located in your Square account with associated billing info.
- Then, in Square, go to your Square Dashboard, go to Invoices, select Create Invoice.
- Select Recurring from the drop down menu.
- Select a customer from your Customer Directory.
- Fill out the rest of the invoice. See more here.