Payment Options | Square - Zoho Forms

Square

If you have selected Square as your payment gateway, you must authorize Zoho Forms account to access your Square account using token-based OAuth authentication.

To configure Square as your payment gateway,

  1. Click Configure corresponding to Zoho Forms' Integrated Gateways.
  2. In the pop-up, select Square.
    Square
  3. Click on Authenticate to grant Zoho Forms access to connect with your Square account.
    Click Authenticate
  4. In the pop-up, enter OAuth Name and select the Mode of Authentication to be either Sandbox or Production.

    Select Mode of Authentication


    Notes
    Note :
    1. For your convenience and easy identification, we suggest providing a meaningful OAuth Name . This name will serve as a reference for you to recognize the OAuth associated with your integration.
    2. Sandbox Authentication is typically used for testing Square API calls without performing real transactions or affecting actual data. Learn more about how to create a Square Sandbox account.
    3. Choosing Production Mode will directly setup an actual working environment of your application where real data and transactions take place.

  5. Click Proceed.
  6. You will be redirected to the Square Login page. Log into your square account using your email and password.
  7. Click Allow to let Zoho Forms to securely access your Square account to make read/write operations while processing payments.

    Click Allow

  8. Once authorized, you can view the authorized Square account in the OAuth Authorized with dropdown in your Zoho Forms Payment field configuration.
  9. To authorize a new Square account, click + New Connection in the dropdown.
    Connections

  10. In the  Business Location field, you can select the available location from the dropdown menu. Alternatively, you can also set up and manage business locations through the square seller dashboard. This gives you the flexibility to choose from existing location or create new ones to suit your business needs.
  11. The Currency field will be auto-populated to the local currency associated with the business location. You can simply select it from the dropdown.
  12. Enter the Payment Amount. You can either set a fixed amount for payment or autofill the Payment Amount with a value from a form field.
  13. Under Payment Information, you can include Respondent Email,  Shipping Information and Billing Information from the form fields. This information can be prefilled from the respective form fields and will be used for processing the payment. You can customize your payment Description too.
    Payment gateway configuration

    Info
    Since the Business Location associated with this OAuth is based out of Canada, the currency available to be selected in the dropdown is Canadian Dollars (CAD). 

Notes
Note:
    1. Respondent Email and Billing Information will be required to successfully process payments for cards enabled with 3D Secure option.
    2. If you encounter the error message CARD_DECLINED_VERIFICATION_REQUIRED on your screen, it indicates that there is an issue with the payment information. This problem arises when either the Billing Information or Respondent Email fields are not mapped, or their respective values are not provided properly.

Click Done.

Info
When configuring payment gateways, sensitive information like secret keys and tokens are encrypted before they are stored in our database and are never exposed to other third party apps.

Revoke OAuth Access Token

To unlink your Square account from your Zoho Forms account, you can remove the OAuth access token from the Control Panel.
To do so,

 1. In the home page of your form builder, click Control Panel on the left pane.

Click Access Tokens

 2. In the Control Panel, click Access Tokens under Developer Space.
 3. Hover over Square and click the Delete icon.


        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            Zoho CRM Training Programs

            Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

            Zoho CRM Training
              Redefine the way you work
              with Zoho Workplace

                Zoho DataPrep Personalized Demo

                If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

                Zoho CRM Training

                  Create, share, and deliver

                  beautiful slides from anywhere.

                  Get Started Now


                    Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                    BOOK A SESSION







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG

                                  Zoho FSM Video Tutorials


                                        All-in-one knowledge management and training platform for your employees and customers.

                                                  Create. Review. Publish.

                                                  Write, edit, collaborate on, and publish documents to different content management platforms.

                                                  Get Started Now




                                                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                        Manage your brands on social media


                                                                          • Desk Community Learning Series


                                                                          • Digest


                                                                          • Functions


                                                                          • Meetups


                                                                          • Kbase


                                                                          • Resources


                                                                          • Glossary


                                                                          • Desk Marketplace


                                                                          • MVP Corner


                                                                          • Word of the Day


                                                                          • Ask the Experts


                                                                            Zoho Sheet Resources

                                                                             

                                                                                Zoho Forms Resources


                                                                                  Secure your business
                                                                                  communication with Zoho Mail


                                                                                  Mail on the move with
                                                                                  Zoho Mail mobile application

                                                                                    Stay on top of your schedule
                                                                                    at all times


                                                                                    Carry your calendar with you
                                                                                    Anytime, anywhere




                                                                                          Zoho Sign Resources

                                                                                            Sign, Paperless!

                                                                                            Sign and send business documents on the go!

                                                                                            Get Started Now




                                                                                                    Zoho TeamInbox Resources





                                                                                                              Zoho DataPrep Demo

                                                                                                              Get a personalized demo or POC

                                                                                                              REGISTER NOW


                                                                                                                Design. Discuss. Deliver.

                                                                                                                Create visually engaging stories with Zoho Show.

                                                                                                                Get Started Now








                                                                                                                                    • Related Articles

                                                                                                                                    • How to set up a Payment field

                                                                                                                                      Table of Contents Overview Payment Type Zoho Forms' Integrated Gateways Zoho Checkout's Payment Gateways Overview To configure a payment field, Add a Payment field from the Advanced Fields to your form. In the Payment Settings pop-up, enter a label ...
                                                                                                                                    • Overview

                                                                                                                                      An online payment form is a digital document that you can use to collect payment information from customers over the internet. Online payment forms offer a fast, convenient, and secure way for businesses to collect payments from customers. With Zoho ...
                                                                                                                                    • Payment

                                                                                                                                      An online payment form is a digital document that you can use to collect payment information from customers over the internet. Online payment forms offer a fast, convenient, and secure way for businesses to collect payments from customers. With Zoho ...
                                                                                                                                    • How to use a default value of amount to collect payments?

                                                                                                                                      Let's all agree!! Online forms make everything hassle-free in business. You can gather any information you need from your customers and Zoho Forms is here to make the process much easier. With Zoho Forms, you can collect payments from customers using ...
                                                                                                                                    • 2Checkout

                                                                                                                                      If you have selected 2Checkout as the Payment Gateway, Enter your Account Number and Secret Word. Select the required Currency in which you wish to receive payments. Enter the Payment Amount. You can either set a fixed amount for payment or autofill ...
                                                                                                                                      Wherever you are is as good as
                                                                                                                                      your workplace

                                                                                                                                        Resources

                                                                                                                                        Videos

                                                                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                        eBooks

                                                                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                        Webinars

                                                                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                        CRM Tips

                                                                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                                                                          Zoho Show Resources