If you’re using a WordPress Website, you’ll probably look to collect payments from your customers, especially PayPal payments.
Online payments help small businesses grow and succeed!
Now, we have a solution that you would help you be able to collect payments right on your WordPress Website.
In this process, we’ll be using WPForms to be able to collect PayPal Payments.
Just read through, you’ll get what we’re talking about.
Introducing PayPal Addon For WPForms.
Are you looking to collect payments on your WordPress website?
If you’re collecting donations or selling products and services, WPForms can help.
So, WPForms has a PayPal Standard addon that allows you to easily integrate your WordPress site with PayPal, so you can easily:
– create order forms for physical products
– collect pre-payments for services
– sell digital downloads
– add a simple donation form to your site
…and so much more.
Once the reader or a visitor fills out the form you’ve created, you can automatically transfer them to complete the PayPal transaction.
Most forms out there don’t have that, that’s why you should use WPForms.
As we all know collecting payments can be hard, so here’s a process that makes the setup process really easy.
You can choose from WPForm’s pre-built donation and billing order form templates, or you can start from scratch with a blank form.
It has a drag & drop builder that makes it really easy for you to customize the form, add and remove fields with a simple point and click.
One thing I like about it is the advanced payment fields that allow you to add multiple items and display the total amount before the customer orders, so they know exactly what they are paying for.
This could really help your business.
In case you’re taking in donations, visitors can easily choose from a donation amount or enter a custom amount to proceed with their donation.
This process is typically helpful for Non-profits.
So, if you’re looking for a simple solution that takes the pain out of creating online forms – Get started with WPForms today!
Install PayPal Addon & Create A Form.
In order to collect payments using WPForms, you first need to install and activate the WPForms plugin on your WordPress site.
Once you’ve installed WPForms, you can go ahead and install the PayPal addon.
Installing this addon is mandatory for this process to work.
Now that the PayPal addon is also installed and activated, we are ready to add PayPal to a form that you’re going to create to collect the payments. To do this, you need to create a new form or just edit an existing form that you’d like to use.
For example, let’s create a new form using the Billing / Order Form template.
By default, the Billing / Order form template comes with a set of fields that’s best fit most often for what you’d expect or is required in a payment form.
If you want to include less fields, you can do so. Just lower the field count on your form.
Side Note: PayPal needs only one field to work properly.
Even with more than one items field, a Total field is not required for PayPal to work. But, including a Total field can be super helpful for visitors or customers to easily see how much they’ll be paying.
Add PayPal Payments To Your Form.
Now that your form is created, your next step will be to connect it to PayPal.
If you have a PayPal account, you need to create one ASAP.
Login to your form builder and, go to Payments -> PayPal Standard. Once you go there, you’ll need to check the box labeled Enable PayPal Standard payments.
You’ll be asked to fill out the additional PayPal settings:
- PayPal Email Address: The email for your PayPal account, where payment will be sent. (If you don’t have a PayPal account, create one soon).
- Mode: Options are Production or Test / Sandbox. (This actually means if you’re using it real-time or for testing).
- Payment Type: Options are Products and Services or Donation
Cancel URL: If users don’t complete payment on PayPal, this is the URL they’ll be redirected to. (You need to know what’s happening here).
- Shipping: If you’re shipping a product to the customer, you can choose to ask for and require an address field during PayPal’s checkout process.
You must know that, there are two checkbox options at the bottom of these settings.
The first checkbox is – Don’t ask buyer to include a note with payment. If you don’t want the customers to add a note in the PayPal checkout, you can check this box to disable it.
The second checkbox is – Enable conditional logic. What this does is that it let’s the customers choose between paying with Stripe or PayPal when they’re making the payment with the form.
Finally if you’ve completed this set up, be sure to click on the Save button to save and store the payment settings.
Set Up Conditional Logic For Payments.
WPForms’ PayPal addon settings also has the option to set up conditional logic.
This step is optional, so use it if you want to.
Conditional logic actually allows you to create “smart forms”.
What this means is that it automatically adjusts to changing content or behavior in the form based on a customer’s selections.
If the customer chooses to do something else, it behaves accordingly.
There are many ways you can use conditional logic with PayPal payments, for example:
- Letting your customers choose whether to pay with PayPal or Stripe.
- Making payment optional.
To set up conditional logic to collect PayPal payments, you will need to open the form builder and go to Payments -> PayPal Standard.
Under the available options you had set up earlier, you need to check the box labeled Enable conditional logic.
Once you check that box, some additional options will appear. Once you see these options, you’ll be able to set your rule(s) about when the customer should be sent to PayPal to complete the payment process.
What these options mean:
- Process: Helps you identify what should happen if the conditions that you set up are met (options are Process and Don’t Process).
- Select Field: Choose the field within your form where you’d like to apply this rule to.
- is: It is actually the type of comparison you’d like to use (options are is, is not, empty, not empty, contains, does not contain, starts with, ends with, greater than, and less than).
- Select Choice: It lets you choose what the options are like what value you’d like the field to contain in order for this condition to apply or work.
For example, let’s say you want to set up conditional logic to only run a PayPal payments if the customer chooses to sign up for a workshop.
Then, we’ll add a Dropdown Items field which can be used in the conditional logic rule. So, in this field you will have to let users choose whether or not they’d like to sign up for the workshop.
Now after you set this up, you need to go to Payments -> PayPal Standard, and let’s check the box to Enable Conditional Logic.
This means: We only need to process the payment if the customer chooses to sign up.
To configure this rule for this workshop, you will have set the dropdown menus to read: Process this charge if Would you like to sign up for our workshop? is set to Yes, sign me up!
Now whenever a customer submits this form, they’ll only be taken to PayPal if they choose to sign up for our workshop.
Or else it would exit the form and we won’t take up the payment.
All the info that we collected here so far would be beneficial.
I hope you learned how to collect payments using PayPal on your WordPress website using WPForms.
So in order to actually take payments, you can just get the Pro version of WPForms which will allow you to do so much more that all the extra coding that you might require to do from a developer or a coder.
This will be a life saver to your business, you’ll also be able to collect the lead information as well as get payments directly into your account.