Are you a freelancer or store owner who wants to collect payments on your WordPress?
The best way to do that is to use a powerful plugin for your WordPress site, which is WPForms!
In this post, I want to show you how to install and use Paypal addon for WPForms and collect payments.
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Before I write about how you can install and use the Paypal addon I want you to know that there is also a Stripe add-on if you want to use instead of Paypal to collect your payments.
Why Accept Online Payments with Paypal?
We all know that Paypal is one of the most popular payment processors which is available for everyone around the world if they have an account.
And with paying with Paypal is super easy cause you only have to click to the button and pay for the products.
That is one of the reasons you have to accept your online payments via Paypal.
Why is the Paypal add-on worth it?
The Paypal add-on 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
Once the user is done filling out the form, you can automatically transfer them to complete the PayPal transaction.
Collecting payments can be hard, so the makers of WPForms took extra effort into making the setup process really easy.
You can choose from their pre-built donation and billing order form templates, or you can start from scratch with a blank form.
The drag & drop builder makes it really easy for you to customize the form, add and remove fields with a simple point and click.
The advanced payment fields allow you to add multiple items and display the total amount before the user orders, so they know exactly what they are paying for.
How to Accept Payments with Paypal?
First, you need the WPForms plugin for your WordPress site. If you want to know more about how to install it read it here.
1. Install the PayPal Addon and Create a Form
Once WPForms is installed, you can also go ahead and install the PayPal addon.
With the PayPal addon installed and activated, we’re ready to add PayPal to a form. To do this, create a new form or edit an existing form.
For this example, I’ll create a new form using the Billing / Order Form template. However, you can start with any form you’d like.
By default, the Billing / Order form template comes with the fields that you’d most often want in a payment form. If you’d prefer to include fewer fields, however, PayPal needs only one field to work properly: an items field (which could be a Single Item, Multiple Items, Checkbox Items, or Dropdown Items field).
Even with more than one item field, a Total field is not required for PayPal to work. However, including a Total can be helpful for users to easily see how much they’ll be paying.
Note: When using PayPal, a Credit Card field should not be used. All sensitive payment details will be collected on PayPal’s site after the form is submitted.
2. Add PayPal Payments to Your Forms
Now that your form is created, the next step is to connect it to PayPal.
With the form builder still open, go to Payments » PayPal Standard. Here, you’ll need to check the box labeled Enable PayPal Standard payments.
Here are the additional PayPal settings to fill out:
- PayPal Email Address: The email for your PayPal account, where payment will be sent
- Mode: Options are Production or Test / Sandbox
- 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
- Shipping: If you’re shipping a product to the user, you can choose to ask for and require an address field during PayPal’s checkout process
Additionally, there are two checkbox options at the bottom of these settings. The first is Don’t ask the buyer to include a note with payment. If you don’t need users to add a note in the PayPal checkout, you can check this box to disable it.
The second checkbox is to enable conditional logic. This is useful if you’d like to let your users choose between paying with Stripe or PayPal in your form.
When you’re ready, be sure to click on the Save button to store your payment settings.
3. Set Up Conditional Logic for Payments
This step is optional but not required!
WPForms’ PayPal addon settings also include the option to set up conditional logic. Conditional logic allows you to create “smart forms”, automatically changing content or behavior in the form based on a user’s selections.
There are many ways you can use conditional logic with PayPal payments, for example:
- Letting your users choose whether to pay with PayPal or Stripe
- Making payment optional
To set up conditional logic for PayPal payments, you’ll need to open the form builder and go to Payments » PayPal Standard. Under the options you set up earlier, check the box labeled Enable conditional logic.
Once this box is checked, some additional options will appear. Within these options, you’ll be able to set your rule(s) about when the user should be sent to PayPal to complete the payment process.
The options will include:
- Process: Determine what should happen if the conditions that you set up are met (options include Process and Don’t Process).
- Select Field: Choose the field within your form where you’d like to apply this rule.
- is: Choose the type of comparison you’d like to use (options include is, is not, empty, not empty, contains, does not contain, starts with, ends with, greater than, and less than).
- Select Choice: Determine what value you’d like the field to contain in order for this condition to apply.
As an example, let’s set up some logic to only run a PayPal payment if the user chooses to sign up for our workshop.
First, we’ll add a Dropdown Items field that will be used in our conditional logic rule. In this field, we’ll let users choose whether or not they’d like to sign up for the workshop.
After setting up this field and going to Payments » PayPal Standard, we’ll check the box to Enable conditional logic.
We’ll only need to process a payment if they do choose to sign up. To configure the rule for this, we’ll set the dropdowns to read: Process this charge if Would you like to sign up for our workshop? is set to Yes, sign me up!
Now when a user submits this form, they’ll only be taken to PayPal if they choose to sign up for our workshop.
That’s it! You’re now able to add PayPal payments in WPForms.