The new Payment Gateway field lets you enable multiple payment options in one place, including Square, PayPal, Mollie, Authorize.Net, Stripe, and Razorpay. This allows users to choose their preferred payment method and pay the amount configured in your form.

For Square payments, the Square allows you to accept credit and debit card payments directly on your forms. Customers can enter their payment details securely without leaving your site, and transactions are processed through Square. You can collect one-time payments or set up one-time and recurring payments depending on your setup.

Installation #

1. First, you will be required to purchase the Everest Forms pro plugin.
2. Once your purchase is verified, the plugin zip file will be made available to you on your WPEverest account page.
3. Next, download the Everest form pro plugin zip from your WPEverest account page
4. Then, you will be required to Install the Everest pro plugin through your WordPress admin dashboard. To do this, visit Plugins → Add new → Upload and and then choose the downloaded zip file, and then install and activate it.
5. Now go to Everest Forms > Addons > Payment Gateways > Square.

For a detailed guide, read our documentation on how to install and activate Everest Forms Pro. 

Configuration Sqaure #

To integrate Square with the Everest Forms, you will need to have an Application ID, Access Token, and Location ID from your Square account.

Generating an Application ID, Access Token, and Location ID #

• Go to https://developer.squareup.com.
• Log in or sign up to a developer account.
• Open an application. If you don’t have an application, you can create one on the Applications page.
• In the left pane, choose Credentials.
• To get your Production Access token and Application ID:
  • At the top of the page, choose Production
  • .In the Production Access token box, choose Show and copy your token.
• To get your Sandbox Access token and Application ID:
  • At the top of the page, choose Sandbox.
  • In the Sandbox Access token box, choose Show and copy your token.

• To get your Location ID:
  • In the left panel, go to Locations.
  • Here, you can find the Location ID for the Sandbox and Production modes.

Integrating Square to Everest Forms #

• Go to Everest Forms > Settings > Payments > Payment Method > Square Settings.

• Enter the required credentials.
• Click on Save Changes.

Add Square to Your Form #

Go to Everest Forms → All Forms and open the form you want to accept Square payments on (or create a new form).

1. In the form builder, open Fields → Payment Fields.
2. Drag the Payment Gateway field onto your form.
3. Click the Payment Gateway field to open its settings on the left.
4. In the Gateways section, make sure the Square toggle is turned on.

When a visitor selects Square on your form, a card entry box appears automatically — no extra setup needed.

Add what you’re charging for

Set the price on a single item. You can customize it even further by changing its features. Choose between Field to fit your payment forms better

Field	Use it when…
Single Item	You’re selling one product or service at a fixed price
Single Item (User Defined)	You want visitors to enter their own amount — great for donations
Multiple Choice	Visitors pick one option from a list (e.g. Small, Medium, Large)
Checkbox	Visitors can select more than one item at the same time
Subscription Plan	Visitors choose a recurring billing plan (monthly, yearly, etc.)
Total	Shows the running total of everything selected — always add this for multi-item forms

Accepting a One-Time Payment #

For a simple payment form — like selling a product or accepting a donation — here’s all you need:

1. Add the Payment Gateway field and make sure Square is turned on.
2. Add a Single Item field and set your price.
3. Add a Total field so visitors can see what they’ll be charged.
4. Add an Email field — Stripe needs an email to send the payment receipt.
5. After clicking Save, copy the generated shortcode and embed it in an existing or newly created page or post.

When a visitor selects Square and submits the form, they enter their card details on the form and are charged immediately. You'll see the payment in your Square Dashboard and under Everest Forms → Entries.

Accepting Recurring Payments (Subscriptions) #

Use this if you want to charge visitors automatically on a schedule — for example, every month or every year.

The Subscription Plan field lets visitors choose between different plans — for example, Monthly vs Annual.

• For Square subscription payments, add the Payment Gateway field to the form and ensure that Square is enabled.
• Then, in the form builder, go to Fields → Payment Fields and drag Subscription Plan into your form.
• Click the field to open its settings. By default it has 3 plan options — edit the label and price for each.
• To add more plans click the + button; to remove one click the x button.
• To pre-select a plan, click the circle next to that option.
• To add product images to each plan, turn on Use image choices and upload an image per plan.

Add a trial period #

You can let new subscribers try your service for free before their first charge.

1. Click the Subscription Plan field to open its settings.
2. Turn on Enable Trial Period.
3. Set the length — days, weeks, months, or years.

Add an expiry date #

If your subscription should stop automatically on a specific date, turn on Enable Expiry Date and pick the date from the calendar.

Send Extra Customer Details to Square #

By default, Square receives the payment amount and email. You can also send the visitor’s first name, Last name, address. This makes it easier to identify payments in your Square Dashboard.

1. Click on the Payment Gateway.
2. Go to Gateways → Square and click on the accordion.
3. Use the dropdowns to match each Square field (First Name, Last Name, Address) to the matching field on your form.
4. Click Save.

Finishing Up #

1. Click Save in the top right of the form builder.
2. Embed the form directly into a page:
   • Existing page — open the page, paste the shortcode where you want the form to appear, and update the page.
   • New page — create a new page, paste the shortcode, and publish it.
3. Alternatively, copy the shortcode located beside the Save button, then add a Shortcode block to any page and paste the shortcode into that block.