WPForms is a leading WordPress form builder plugin. It is considered as the best option for beginners and small businesses due to the features it offers.
With the WPForms builder, you can set up forms and receive payments securely via PayPal and Stripe. While the site offers a lite version where you can access its most basic features free of charge, you would have to sign up for premium membership to use any of its payment add-ons.
This step by step guide will help you set up PayPal and Stripe with WPForms to receive payments online.
Tables Of Contents
How to Connect Stripe with Your Payment Form Using WPForms Pro
Step 1: Install WPForms Plugin and the Stripe Addon
To use the Stripe addon on your WordPress site, you would have to first sign up to WPForms and subscribe to one of its plans. The Stripe addon is only available to users that sign up for the pro plan. Once you’ve successfully signed in, you will be given a license key.
Next, install and active the addon on your WordPress site. You can do this by installing WPForms directly from your WordPress plugin dashboard.
Step 2: Connecting Stripe to Your WordPress Account
The next step would be to connect the Stripe addon to your WordPress site to enable it to accept payments on your site. Go to WPForms >> Settings in the left menu of your WordPress admin panel. When there, click on the Payments tab.
Set the payment currency to dollars or choose any option you want by clicking the Currency dropdown.
Next, scroll to the Stripe section. Click on Connect with Stripe button.
On the next page, you will have to connect Stripe to WPForms so that payments can be made on your forms via Stripe. All you need to do is click on Connect With Stripe and it should be connected successfully. If the connection was done successfully, there will be a green checkmark right beside the Connection Status
Step 3: Adding Stripe to your Forms
Once connected, you can go ahead to add Stripe to your forms as a means of payment.
To add Stripe, you will have to either create an order form or edit an existing form. For Stripe to work on your form, it must have at least two fields. One of the fields must be an item field while the other a Stripe credit card field.
In the pic below is a simple order form. Here you will find several fields including Name, Email, Dropdown Items, Total, and a Stripe Credit Card field.
The Total Amount field is optional, however, it would help your users keep track of how much they are paying especially if they are ordering multiple items or paying for more than one service on your site.
After adding all the required fields, you will need to enable Stripe payments on the form. Navigate to Payments on the left-menu. Click on it and then click on Stripe.
Tick the box that says Enable Stripe Payments
After that, you would have to customize and add the payment description field. This might not be necessary for all WordPress sites, but if you can easily check what your customers are paying for through the payment description, it could help you handle orders even faster. Also, the description typed into this field will appear on the user’s credit card statement.
When done, you would have to set up Stripe Payment Receipt. Email is usually the best option. Through the email, Stripe will send a receipt whenever an order is finalized.
With that, you have successfully connected and set up your form to accept payments using Stripe. However, this process above will only work for one-time payments. If you’re setting up recurring or subscription payments, then follow the steps below.
Recurring / Subscription Payments
If you’re offering a subscription service, you would want to enable recurring subscription payments on your form. To do that, scroll to the tab titled Subscriptions, then tick the box labeled Enable Recurring Subscription Payments.
When done, the subscription settings will appear.
Below, you will find fields you need to fill to determine how the Stripe addon will manage your recurring subscription payment.
Plan Name: Type in the title for your subscription. This could be “Subscription to X” or any title of choice. The titles will appear within the Stripe transaction.
Recurring Period: In this field, you will set how often the recurring payment should occur. This could be daily, weekly, monthly, quarterly, semi-yearly, or yearly.
Customer Email: In this field,
Users making recurring payments on your site will enter their email address through which they can be contacted.
With that, you’ve successfully set up Stripe payments and recurring subscription payments on your form
How to Install and Activate the PayPal Addon with WPForms
Another way to collect payments on your WordPress sites with WPForms is by installing the PayPal addon. Just like Stripe, it is very easy to integrate PayPal into your forms and use it to receive payments.
Step 1: Install the PayPal Addon
Before you get started, make sure the PayPal addon is installed. Remember that you can only use the PayPal addon if you subscribe to the WPForms Pro plan.
Step 2: Adding PayPal to Your Forms
Once installed, you can now add PayPal to your forms. You can create a new form or use an existing form.
If you wish to create a new form, you can use the Billing/ Order Form template or any template of your choice.
For PayPal to work properly in this template, the items field must be included. You could also include a Total field so that your users can see how they are and will be paying for an item or service. However, the Total field is not necessary for PayPal to work.
Step 3: Add PayPal To Your Forms
Still, on the form builder page, click on Payments >> PayPal Standard. Tick the box to Enable PayPal Standard payments
You will also have to fill out additional PayPal settings
PayPal Email Address: Here you should fill the email of your PayPal account where you will receive payments
Mode: You can choose either Production or Test/Sandbox Payment Type: You can choose either Products and Services or Donation
Cancel URL: Type in the URL users will be redirected to when they don’t complete payment on PayPal
Shipping: If the order needs to be shipped, users should type in a shipping address.
With that, you’ve set up PayPal payment on your form
There are extra options that you can set.
Don’t ask buyer to include a note with payment: In this area, you can tick the box if you don’t want users/buyers to add a note in the Paypal checkout
Conditional Logic: This option is useful if you’d like your users/buyers to choose between paying with PayPal or Stripe
Set Up Conditional Logic For Payments
Though optional, you might have to set up conditional logic for your payments if you want users to be able to choose to pay with Stripe or Paypal and if you want to make payment optional. Conditional logic helps you set up smart forms that automatically change the content displayed in the form according to the user’s selection.
To set up conditional logic, open the form builder, navigate to Payments
> PayPal Standard. Tick the box labeled Enable Conditional Logic
Once ticked, some additional settings will appear right below it. These settings will determine how the form will react or change according to the user’s selection.
These settings include
Process: This determines what happens next when the rules or conditions you set up are met. Here you have two options – Process and Don’t Process. E.g would you like to sign up for our webinar
Select Field: This is the field within the form where you will like to apply the condition.
Is: Here, you can pick the type of comparison that should be applied (available options include is, is not, contains, does not contain, empty, not empty, greater than, less than, starts with, and ends with).
Select Choice: Choose the value you’d like in the field in order for the condition to apply.
When the user makes a selection that meets the set conditions, they will be taken to PayPal so that they can make payment for the product or service.
By following the guide above, you can easily set up Stripe and PayPal payments on your WPForms. Before using your forms on your site, you would want to test-run the payment methods to ensure that they work as they should. You would have to test-run each payment method separately in their settings area.
WPForms is extremely easy to use and its payment methods rank as the best among WordPress form builder plugins. With this plugin, your users can easily make payments for products and services.
While their pricing plans might be too much for the average web owner, they are definitely worth the value of the money.