Square is a popular payment gateway for accepting donations in-person and online. This payment gateway allows you to connect Give to your Square account to accept credit cards online with ease.
After your Square Add-on is activated, go to “Donations > Settings” and click on the Payment Gateways tab. There you will see the default Payment Gateways (PayPal Standard, Test Payment, and Offline Donations). You should also see Square as an option as well. Click on that menu item to set up Square as an active payment gateway.
If you would like to accept credit cards directly on your website with Square you will need an SSL certificate to secure transactions.
Connecting to Square
In order to begin accepting donations with Square you will first need to connect to the GiveWP Square application. This application allows your website to communicate with the Square API in a secure manner and is required in order to start accepting payments.
Once the plugin is activated you will see a notice display at the top of the Plugins listing screen in WP-admin:
If you’re not already connected you will also see a “Connect to Square” button displayed on the gateway’s settings page:
To connect, click the Connect to Square button. If you are not already logged into Square you will be prompted to login:
Once you’re logged into the account you would like to connect to GiveWP you will see a permissions page.
Click “Accept” to proceed:
After you click “Allow” you then be redirected back to your Give’s Square Settings page within WP-admin. The gateway should now show you as connected.
Select a location you wish to associate donations on your website to:
Now that your account is connected and you have the proper location set it’s time to enable the gateway under Settings > Payment Gateways > Gateways:
Testing Your Square Integration
It’s recommended that you test your gateway integration before going live with your fundraising campaigns. Unfortunately, test payments do not display in the Square dashboard and there are quite a few limitations and to the Square Sandbox. Despite this, you can still test successful and declined transactions to ensure everything is working as expected with accepting donation payments.
The Easiest Way to Test with Square
Due to Square’s API limitations, the easiest way to test once you have connected is to take give out of Test Mode and to attempt to process a donation using an actual credit card. You can set up your donation form with either a $1.00 level or have it custom amount enabled and manually enter an amount $1.00 or higher. After you process you can then test the refund process to get your initial test amount back.
Note: Square has a minimum transaction amount of $1.00 for credit card donations.
The Square integration with Give allows you to process refunds directly on the Donation Details screen. To process a refund, change the donation status from “Complete” to “Refunded”. When you do this, you will see a new “Refund charge in Square” checkbox appear:
When you select this option the charge will be refunded at the payment gateway:
Note: If you refund a donation at Square you will have to update the donation’s status manually within Give on your website.