Square Integration: Adding Cash or Credit Card Payment Options on Products Page

I am trying to add the option of credit card or cash for this form. when I set up Square, it requires it. I had a single question option to choose cash or credit but nothing makes it work. the AI agent can't figure it out nor Chat GPT.

Hi Scott,

Thanks for reaching out to Jotform Support. I'm an AI assistant here to assist you.

Let me walk you through how to integrate Square with your form and address the option for cash or credit card payments:

1. In Form Builder, click on Add Form Element on the top-left side of the page and then click on the Payments tab.
2. Under the Payments tab, click on Square to add it to your form.
3. In the menu on the right side, click on Connect to link your Square account. If you want to test, choose Test Mode in the Mode option.
4. After connecting, scroll down and click the Continue button at the bottom right.

Regarding the option for cash or credit card, Square requires payment to be processed through its gateway for credit card transactions. To offer a cash option, you can add a single choice question for payment method selection (cash or credit card) and then use conditional logic to show or hide the Square payment field based on the user's choice.

This way, if the user selects cash, the payment field can be hidden, allowing them to submit the form without entering credit card details. If they select credit card, the Square payment field appears for processing.

Let us know if you need detailed steps on setting up this conditional logic or anything else.

Yeah that sounds right, however it doesn't work. I used conditional logic and the credit card field is not a selectable field to hide.

Hi Scott,

Thanks for your follow-up. The reason you can't select the Square payment field to hide using conditional logic is because payment fields like Square are not directly selectable in the Show/Hide Field conditions.

Here’s how you can set it up instead:

1. Add a Single Choice field for payment options with choices like Cash and Credit Card.
2. Use conditional logic with the Show/Hide Field condition to show the Square payment field only when Credit Card is selected.
3. For the cash option, you can add a Paragraph field or other fields with instructions or details for cash payment, and set conditions to show those fields only when Cash is selected.

Note that the Square payment field itself may not appear in the list of fields to hide or show because it is a payment integration field. Instead, you set the condition based on the payment option choice to show or hide the entire payment section.

If you need, I can guide you through the exact steps to set up these conditions in your form.

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

there is not a payment section to hide either. it is connected to the products so you can't choose it

Hi Scott,

Thank you for the additional information. Since the Square payment field is connected to the products and does not appear as a selectable field to hide or show in conditional logic, the usual Show/Hide Field method won't work directly on the payment field.

Here’s an alternative approach you can use:

1. Add a Single Choice field to your form for the payment method selection with options like Cash and Credit Card.
2. Add a Multiple Choice or Product List field for the products that users can select.
3. Use conditional logic to show or hide different product lists or instructions based on the payment method chosen. For example, you can create a product list that is linked to the Square payment gateway and another product list (or paragraph with instructions) for cash payments.
4. Alternatively, you can create two separate forms—one for cash payments and one for credit card payments—and use the payment method selection to redirect users to the appropriate form.

This method works around the limitation that the Square payment field itself cannot be hidden or shown directly because it is integrated with the product list.

If you want, I can guide you through setting up these conditions or creating multiple forms for different payment methods.

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

If I create 2 separate forms can I combine the submissions into one table?

Hi Scott,

You can combine submissions from multiple forms into one table using Jotform's features. One way is to use the Combine Submissions app to merge the data into one file after submissions are collected.

Additionally, you can combine multiple submission tables into one form by following this guide. Note that when combined, the submissions will appear on separate tabs within the table.

This approach allows you to manage submissions from two separate forms in a consolidated way.

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