Do you want to create an order form on your WordPress site? If yes, then you have reached the right place. In this post, we will show you how to create a WordPress Form With Payment Option to collect payments from your customers.
You do not need a full eCommerce store to accept payments on your site. If you are using WordPress and selling services or products, there are other alternatives to using WooCommerce.
You just need to use the right tool to get your work done.
How To Create A WordPress Form With Payment Option
There are many ways to collect payments on your WordPress site. One of the easiest ways is to use a form and integrate payment option with it.
Let us see the best way to create a WordPress Form with payment option to collect payments.
Create A WordPress Form Using WPForms
We will use WPForms to create a form with payment processing.
WPForms is one of the best plugins which comes with a drag-and-drop form builder option.
If you have purchased the license, you can download the core files from its site. The name of the file is wpforms.zip.
To install the plugin, navigate to Plugins > Add New > Upload Plugin and then select the downloaded zip file. Then click Install Now > Activate Plugin.
There are many types of forms available on WPForms. Some of the most used forms are:
Lead generation form
Blog subscription form
Job application form
Newsletter signup form
The best part?
You can get 50% OFF on WPForms here. (I got the price down for you)
You can create a form easily in WPForms. From the dashboard of your WordPress site, click on WPForms. Click on Add New.
You will have the setup page with different form options. Just click on billing/order form.
Customize The Form
Once you have added the form, you need to customize it. On the default form, you can see some basic fields such as customer’s name, email, contact number and address.
You can drag and drop the fields you want to add to your form.
The main aim is to add the payment option though you can use most of the default option.
Scroll down to the “Available Items” section on the form builder and click on it. Next, the “Field Options” will show in the left panel.
Here’re a few main things that you can do in the Payment field options:
Rename your products
Change your prices
Add more items
Show product photos in your order form by checking “Use image choices” box
Add a short description of your products
Once you’re satisfied with your form, click “Save” to continue.
Integrate Online Payment Processing
After customizing the form, you need to integrate the payment processing option to your form.
WPForms supports both Stripe and Paypal. Once you decide the payment processor, you need to activate that addon. Just go to WPForms”> “Addons” page from your dashboard.
After activating the payment processing addon, click “Payment” in the left sidebar.
Next, to set up the payment processor, choose either:
(a) Paypal Standard: If you want to get payments through Paypal you can select this option.
Simply enter your PayPal email address.
Choose “Production” under Mode.
Under Payment Type, select “Products and Services”.
(b) Stripe: Select this option if you want to get payments through credit card.
Connect your WordPress to Stripe by entering secret keys in your WPForms settings.
Go to “Payment” > “Stripe”, click enable Stripe Payments, write a short payment description.
Select “Email” under Stripe Payment Receipt if you prefer to send purchase receipts to customers.
Tip: Use MonsterInsights plugin to track your form performance.
Configure Settings On Your Form
Once the form gets completed, notification or confirmation will be sent. This will help you improve customer satisfaction and improve your sales.
Once you click on Settings, you will three different options.
a.General – Here you can name your form, add a description and extra features such as spam prevention and more options.
b.Notifications – Here you can customize the notifications for your form. This option will help you send the notification email to the website owner.
c.Confirmation – Here you can set up the confirmation message that is shown to the customers. There are 3 types of message you can use
- Message – A simple confirmation message that appears after the form gets completed.
- Specific Page – This option shows a specific thank you page after the form is completed.
- Redirect to specific URL – Redirects the users to any page on your website or another website.
You can choose any of the confirmation messages and update the settings.
Add Your Order Form to Your WordPress Site
The final step is to add the order form to your site.
You can add the order form anywhere on the site like posts, pages, and sidebars.
To add the form to a blog post or page, click “+” icon on your editor and select WPForms widget. Once the widget is added to your content, simply choose the form you’ve created and then click “Save”.
That’s it. Your payment form is now live on your site. Select the items you want and it will show you the total price.
That’s all about creating a WordPress form with payment options in 5 easy steps.
All payment forms are mobile responsive so they will work perfectly on every device.
Are you ready to get payments on your site?