Are you looking to learn how to create a form with payment options so that you can collect payments right away on your website?
This blog post walks you through how to do just that in 5 easy steps. I’ll be going over an example of how to create a consultation call form.
WP Forms gives you a bunch of options. Remember that you’re limited to doing them in your free version, but if you get the paid version which is pretty affordable, you’ll easily be able to collect all the information and collect payments as well.
Here are the 5 steps you need to create a form with payment options:
- Install WP Forms.
- Create A New WordPress Form.
- Customize Your Form Fields.
- Configure Your Payment Options.
- Publish Your Forms & Add It To Your Website.
Step 1: Install WP Forms.
In order to create a form that collects payments, you will need a form that has the right capabilities to do so.
I will recommend you to install WP Forms because it is just fantastic in itself that will allow you to create forms with its drag and drop features.
Once you’ve downloaded the WP Forms plugin your next step would be to install it.
If you don’t know how to install you need to navigate to your WordPress dashboard and click on Plugins >> Add New.
This will allow you to choose (upload) the plugin and install it.
Step 2: Create A New WordPress Form.
After you’ve installed the WP Forms Plugin, you’ll need to create a new form. If you’ve been using other forms it wouldn’t work.
You need to create a new form where you can not only collect your customer’s information but also collect payments.
We’ll do that in this step.
Navigate to your WordPress dashboard, and click on WP Forms. And click on Add New.
Next, this will open up a list of forms and it will ask you to enter the name of the form.
You can either choose to create your own form from scratch or choose to use an existing template like the Donation Form or the Billing/Order Form.
In this example, I’d like to create a consultation call form where I can charge a customer to have a quick 1-hour consultation with me for $100 about their business.
Name your form and hover over blank form and click “Create A Blank Form”. I’ve named my form below.
Now you have to create your form.
Then you need to start adding your fields. You can drag and drop your form fields.
Step 3: Customize Your Form Fields.
Next, you can add your own fields to the form. WP Forms has the option to add more fields to your form.
Once you’ve added or removed your fields you are done customizing your form.
This is how my form looks like now.
Step 4: Configure Your Payment Options.
Now, you need to add payment options in order to collect your payments.
WP Forms allows you to collect payments from Paypal, Stripe and a bunch of other payment processors.
All you need to do now is to click on the Payments tab and select the payment processor you need for your form.
The payment options can be added from the left form fields option. You can also select if this will be the next step or on this step.
I’m going to choose Paypal. And once I’ve selected Paypal I can connect & configure it.
Now I can save them and now my form is ready.
If you want you can even choose, stripe.
Step 5: Publish Your Forms & Add It To Your Website.
Now, once you’ve completed creating your form and integrating your payment systems with it, you can save and publish it.
It’s pretty straight forward from here. Once your form is saved, all you need to do is to take the embed code and paste it where you need it to appear.
And that’s the tutorial on how to create a form with payment options in 5 easy steps with WP Forms.
Creating a form that collects payments with a WordPress website shouldn’t be a battle.
All the steps are clearly laid out in this post. All you need to do is to install WP Forms (Get the Pro Version) as it allows for more features and flexibility to look at more addons and more pre-built forms.
Use the pre-built WP Forms or create one from scratch by selecting “Create A Blank Form” and once you’ve created a form, customized it to your liking and added your payment options you are good to go.
From here on, you can add that anywhere on your website and it’s done.
Hope this tutorial was helpful enough to teach you how to create a form with payment options in 5 easy steps.
If you’ve got any further questions, please leave your questions in the comments below.