Square

Availability: All plans

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

1. Go to Settings > API & Integrations > Find Square. Select the integration, then click Connect;
2. Sign in into your existing Square account (or create a new one);
3. Once done, you will see a confirmation screen that the authentication has been successful.

Add a payment to your document or template

1. Click Apps on the right panel
2. Click on “Payment” to add it
3. Set it up: assign the payer and set a payment amount 

Send the document and collect payment

1. Once you are ready, send out your document.
2. Your recipient will open the document and complete it. The document status will become Waiting for payment. 
3. To proceed to payment, they click the payment icon in the top right and click “Pay”
4. They will be required to fill out their Credit Card Number, Expiration date and CVV code, then they can make the payment;
5. 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
6. 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.

1. After any charge made via PandaDoc documents, new customers are located in your Square account with associated billing info.
2. Then, in Square, go to your Square Dashboard, go to Invoices, select Create Invoice.
3. Select Recurring from the drop down menu.
4. Select a customer from your Customer Directory.
5. Fill out the rest of the invoice. See more here.