Availability: Essentials, Business, and Enterprise
Note: Some payment gateways charge transaction fees. See fee details for Square here.
With our new Square Checkout payments, you can collect one-time or recurring charges right from the document using the payment app with any payment method set up in your Square account.
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Enable the integration
Warning: You’ll be unable to connect one Square account to several PandaDoc workspaces.
First, open a template, document, or a form. Select Extensions on the right panel and select Payment. From here, select Square to connect it.
Note: Only the Account owner and users with an Admin or a Manager role can connect Payment gateways.
Alternatively:
Go to Settings > Integrations, select Square, and click Connect
Sign in to your existing Square account (or create a new one)
Once done, you will see a confirmation screen that the authentication has been successful
Note: If you had another payment gateway connected previously, you’ll need to go to Settings > Settings and select Square as a primary payment gateway.
If you have several Square Locations, go to Settings > Settings and select the Location you need.
Note: You’ll be unable to send documents with payment currency different from your Location currency.
Add a payment to your document or template
Note: You’ll be unable to send documents with payment currency different from your Location currency.
Open a template/document and click Extensions on the right panel
Click on “Payment” to add it
Set it up: assign the payer and set a payment amount (the minimum charge is $1)
Supported payment methods are:
Credit card
ACH (Bank Transfer)
Afterpay
Pay with Cash
Send the document and collect payment
Once you are ready, send out your document
When your recipient opens the document they see a pop-up “Online payment available”. They fill out the required information and select Finish at the top of the page. After that, the document status will become “Waiting for payment”
To proceed to payment, they click Pay
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 in PandaDoc
You can set up recurring charges in your catalog and collect them via Square with the help of quote builder.
Next, add a product with a recurring price to the catalog (available billing period options: Weekly, Monthly, Quarterly, and Annually)
Open your template/document, add a quote builder block, then add the product with a recurring price to your quote builder block
Add a payment app to your document and select the payer
Make sure that the needed quote(s) is chosen for the payment
Send your document
Recipient view:
Once the client pays, a new subscription record will be created in your Square account and the next recurring charge will be collected automatically from the subscription.
Note: You’ll be unable to modify the recurring charges once a subscription is created.
Set up recurring charges through Square
Alternatively, you can set up recurring charges manually after any one-time charge made through a PandaDoc document.
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 one-time charge made via PandaDoc documents, a new customers record will be created in your Square account with associated billing info
in Square, go to your Dashboard/Home, and select “Send an invoice”
Select “Recurring” from the “Frequency” drop-down menu
Select a customer from your Customer Directory
Fill out the rest of the invoice. See more here
FAQ
I see an error “Selected currency is not supported”
The currency in the payment app must match your Square Location currency. If you have several Square Locations, go to Settings > Settings > and select the Location you need.