Not allowing me to change payment settings to Test Mode

I have cleared my cache and disconnected and reconnected the payment option. I need to test this specific form. The Payment Settings wand doesn't even appear when I click down into the payment section.

Hi Nicole,

Thanks for reaching out to Jotform Support. I'm an AI assistant. I'll do my best to help you until someone from the support team is available.

It seems the Payment Settings wand is not appearing for you to switch to Test Mode. Here’s how to troubleshoot this:

1. Ensure you are in the Form Builder: Open your form in the Form Builder to access payment elements.
2. Check the payment element: Click on the payment field in your form to reveal its settings panel on the right side.
3. <stronglook for="" the="" wand="" icon:=""> The Payment Settings wand icon should appear on the right side of the payment gateway element. If it’s missing, try removing and re-adding the payment field.</stronglook>
4. Clear cache and reconnect: You already cleared cache and reconnected, which is good. Also, try using a different browser or incognito mode to rule out browser issues.
5. Switch payment gateway if needed: If the current payment gateway is causing issues, you can switch to another gateway and then access the settings.

If these steps don’t resolve the issue, there might be a specific form or account setting causing it.

Give it a try and let us know how it goes.

I already did all of that.

Hi Nicole,

One of our Support Team members will take it from here to follow up shortly.

Hi Nicole,

Thanks for reaching out to Jotform Support. To clarify, is the difficulty accessing the payment settings of the Square integration or changing the payment integration? I've cloned your form and shared details below:

Accessing Square payment integration:

Changing the payment integration:

1. In the Form Builder, go to the Build tab in the orange navigation bar.
2. Click the Add Element +.
3. Under the Payment tab, click the three-dot icon on the selected payment integration.
4. Select Switch to another gateway.
5. Choose the payment integration you'd like to use.
6. Finally, hit the Use Selection button.
   

If that’s not exactly what you’re looking for, can you explain more information so, I can help you better? 

Don't hesitate to reach out if you’ve got any other questions.

It is accessing the payment settings of the Square integration. That client specifically wants to use Square as their payment platform. I cannot get that specific form to go into test mode so I can test it.

...

Hi Nicole,

Before you can use Square in Test Mode, go to the Square Developer Dashboard and login to your Square account. Then launch your sandbox account from the Sandbox Test Accounts section. If you don't have a sandbox account, you need to create one first. Keep in mind that this must be done first.

Let me show you how to connect Square in Test Mode once you have the sandbox account:

If your form is already connected to live mode, you need to disconnect first by deleting the connection.

1. In the Form Builder, click on the Credit Card button on the right side, to open Payment Properties.

2. Under Payment Connection, click on the Add Payment Connection button.

3. On the next pop out screen, Select Payment Gateway, search Square, and click on it, then click on the Next button.

4. Back to the Add Square Connection screen, click on the Test Mode option.

5. Click on Connect with Square button, then, click on the Next button. That's it.

Give it a try and let us know if you need any more help.

Hello, I finally got the test mode to work. I had to create another form and start over.

I was able to successfully test it but it only provided me with the name, email, address, etc. The receipt would not open up.

https://squareupsandbox.com/receipt/preview/TBODtCqFMdcUAPWFkRTohHtpJ3aZY

Since these products are such large amounts ($699 and $799) I really need to make sure they are working correctly before I release it into the wild for my client. I need to make sure it is calculating the amounts correctly and I am not able to get access to that information, which was the whole point in testing this form. I am frustrated.

Hi Nicole,

Since I am using the Sandbox mode, I am unable to check the receipt. Can you instead check your transactions in Square? You should be able to see the payment information and confirm if the details are correct:

Keep us updated and let us know if you need any more help.