Square Checkout payments
Note:
As we’re gradually releasing new Square Checkout payments to our customers, you might be using our legacy integration.Availability: All plans
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.- 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
- Open a template/document and click Apps 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)
Note:
You’ll be unable to send documents with payment currency different from your Location currency.
Note:
All payment methods you set up in your Square account will be available to your clients during payment checkout.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 a help of quote builder.
Note:
Quote builder block is a part of our Advanced Quotes add-on.- First, connect your Square account to PandaDoc
- Next, add a product with a recurring price to the catalog (available billing period options: Weekly, Monthly, 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.