Questions about creating a payment link

[mikesclub]

I’ve created a payment link to collect a payment. 

I set the payment amount at $10, and the frequency at monthly. 

But here are a few things I’m confused about:

1. Does the contact information from the payment form (shown here in this screenshot) get collected, and do I have access to it?

2. In this screenshot, the "tax" line, below the subtotal, is blank. Will sales tax be computed on the next screen, or is tax not collected on this sale? I don’t understand why this would be. 

3. If the customer wants to stop the monthly payments at some point, how can they do that? 

[Breffni · Accepted solution]

Hey @mikesclub 👋 thanks for your post. 

I can't see the screenshot, unfortunately.

How do you collect the customer information? Did you use the advanced settings field? 

I created a payment link and made the customer's email address and required field, and I'm able to see the information they inputted in the transaction in the Transactions Dashboard. 

This means that you'll be able to access the customer data by exporting your transactions to a CSV file too. 

If you can attach a screenshot of the checkout link, I can take a closer look at the tax question, however, in the meantime can you double-check that you have tax enabled for payment links: 

1. From your online Square Dashboard, select Payment Links.
2. Go to Settings > General.
3. Under Automatic settings, toggle on Apply sales tax to calculate taxes based on seller and buyer location for “Sell an item,” “Accept a payment,” and “Sell classes and tickets” links. Taxes will not be applied to “Accept a donation” links.

You will need to deactivate or delete the payment link, rather than the customer: 

1. In your online Square Dashboard, go to Payment Links.

2. Select the payment link you want to deactivate or delete.

3. Click Deactivate or Delete at the bottom of the item details page.

I hope this helps and I'll keep an eye out for your response! 

[mikesclub]

I’m sorry, I guess I forgot to add the screenshot. I just edited my post and added it. 

I do have sales tax enabled in the Square main settings. I don’t see any reference to sales tax under the payment links settings though. Is there a unique setting for payment links, or does the overall Square tax settings cover this?

Finally, are you saying that I have to delete the link if a customer wants to discontinue making recurring payments? If that’s the case then, if I have 1000 people making recurring payments through that link, wouldn’t this shut them all down? Square touts payment links as "one link, many payments". This would seem to make that function unusable. 

thanks so much for your help!

[JJ_]

Jumping on this one @mikesclub

Square Payment Links are tied to Square Online, and for this reason, you must configure Sales Taxes for Online Sales.

You can accomplish this by visiting your Square Dashboard > Clicking on Online > Settings> Sales Taxes. From here, you will be able to set up the Tax Rules for your Payment Links