The weForms Payment module for WordPress comes with the Professional, Business and Developer licenses. This feature allows your WordPress forms to collect payments. Interested in this feature? Upgrade now to try it today, if you are not happy then we have a 14 day money back guarantee – no questions asked!
In this step by step guide, we will discuss the Payment module for WordPress that weForms Pro has and its functionalities. The following topics will be covered in this tutorial:
- How to Enable Payment Module
- Creating a Payment Form
- Payment Fields
- Individual Form Payment Settings
- Payment Global Settings
- Managing Transactions
Enabling the Form Payment Module in WordPress
Using the weForms form payment module, you can take payments from your customers using weForms. To enable the feature, navigate to –
wp-admin → weForms → Module → Enable Payment.
Simply click on the toggle button and it will be enabled.
Creating A WordPress Payment Form
Create a form using weForms. Not sure how to yet? We have a great step by step guide on creating forms for WordPress.
On the right hand side, you will see a section named Payment Fields. Using these fields in your contact form allow you to also use payment options. Below is a sample payment form containing all four payment field types.
Single Product Form Field
The single product field lets you add only one product. Your users will be able to purchase it if you use this field within a form. This field has the following options –
- Field Label: You can customize the label of your single product field
- Meta Key: customizable meta key for advanced capabilities
- Price: The amount you want to receive for this product
- Use Flexible Price: This option lets you offer flexible pricing in your WordPress forms. This means your customers can add any amount they want. This is best for a donation form.
- Use Quantity: This option lets your user to choose the number of product they want to buy. If you enable this, you will get two additional options – Minimum and Maximum Quantity.
- Help Text: You can add a text to help your users
- Required: Enabling this field will make the field required to submit.
Advanced Options
- Field Size: You can transform the size of your form field to either Small, Medium or Large.
- CSS Class Name: You can add your own CSS class to this field.
- Allow field to be populated dynamically
- Show in inline list: This option will turn your list inline.
- Conditional Logic
Multiple Product Form Field
The Multiple product form field allows to add multiple products within your form. This field has the following options –
- Field Label: You can customize the label of your multiple product field
- Meta Key: customizable meta key for advanced capabilities
- Field List Type: You can choose either radio field type or checkbox field type. Radio will let users choose only one option. On the other hand, checkbox will let them choose multiple ones.
- Products: This is where you create the variation of your products. You can put the name and price of each of them. There is a ‘+’ button to add more products.
- Help Text: You can add a text to help your users
- Required: Enabling this field will make the field required to submit.
Advanced Options
- Field Size: You can transform the field size to either Small, Medium or Large.
- CSS Class Name: You can add your own CSS class to this field.
- Allow field to be populated dynamically
- Show in inline list: This option will turn your list inline.
- Conditional Logic
Total Form Field
This field calculates the total amount of the form. You will find the following options –
- Field Label: Lets you add customized label on the field.
- Help Text: You can add help text if you want.
Advanced Options
- Field Size: You can transform the field size to either Small, Medium or Large.
- CSS Class Name: You can add your own CSS class to this field.
- Conditional Logic
Payment Method Form Field
This field add available payment methods to your form so that you can take payments easily and also in a secured way. This field has the following options –
- Field Label: Lets you add customized label on the field.
- Payment Methods: You can select either PayPal or Stripe as payment methods.
- PayPal Label: The label you want for PayPal.
- Stripe Label: The label you want for Stripe.
- PayPal Picture: You can put the link of the picture you want to show for PayPal.
- Stripe Card Pictures: You can select which credit card pictures you want to add.
- Help Text: You can add a text to help your users
- Required: Enabling this field will make the field required to submit.
Payment Settings For Forms
Navigate to – wp-admin → weForms → All Forms → Select a Form → Payment tab.
You will find the PayPal and Stripe settings for that individual form. You configure the following for both PayPal and Stripe.
Paypal Settings:
- PayPal Status: You can enable or disable PayPal.
- PayPal Mode: You can enable either production (live) mode or sandbox (test) mode. If you are testing your payment method, you should select the sandbox mode, otherwise the payment will not be completed.
- Payment Type: You can choose the type of payment – cart or donation
- Pre-fill Email: Using this option you can pre-fill payment email from the form fields
- Thank You Page: You can choose a page from your website as a thank you page. Your form will redirect to that specific page after completing a payment.
- Different email: You can use different PayPal recipient email for this specific form.
Stripe Settings:
- Stripe Status: You can enable or disable Stripe .
- Mode: You can enable either production (live) mode or test mode. If you are testing your payment method, you should select the test mode, otherwise the payment will not be completed.
- Pre-fill Email: Using this option you can pre-fill payment email from the form fields
- Thank You Page: You can choose a page from your website as a thank you page. Your form will redirect to that specific page after completing a payment.
- Different Keys: You can use different Stripe API keys for this specific form.
Payment Global Settings
To configure global payment settings in weForms, navigate to – wp-admin → weForms → Settings → Payment.
From here, you can configure various options related to payment.
- Currency: You can set any type of currency available in the world.
- Currency Position: This option lets you put the currency side either on the left or right position beside the value.
- Thousand Separator: You can define symbol to separate thousand.
- Decimal Separator: You can define symbol to separate decimal values.
- Number of Decimal: You can specify how many numbers you want to display after decimal.
- Payment success page: You can select that page that you want your users to redirect after they complete their payment. Please note that- this is the global settings. You can set this individually for specific forms.
- Default fields: You add default fields to form which contains product fields.
PayPal Global Settings
- PayPal Redirecting Message: You can setup the message you want to show while redirecting for PayPal transactions.
- PayPal Email: This is where you provide your PayPal email. This account will receive all the payments. You can also use different email for specific forms.
- Logo: You can upload or put your logo link.
- Shipping Address: You can select either Ask Address, Ask Once or Don’t Ask Address.
Stripe Global Settings
- Stripe Redirecting Message: You can setup the message you want to show while redirecting for Stripe transactions.
- Stripe Email: This is where you put your Stripe email in which you want to receive the payments.
- Publishable Key: You have to put your Stripe accounts publishable key. You can get it from
- Secret Key: You have to put your Stripe accounts secret key.
- Test Publishable Key: You have to put your Stripe accounts test publishable key.
- Test Publishable Key: You have to put your Stripe accounts test secret key.
Other Settings
- Logo: You can provide the logo of your brand in this field.
- Company Name: You have to put your company or business name here. It will be showed in the invoice.
- Description: This field contains the description of your site. You can customize it if you want.
- Billing Address: Enabling this option will ask your customer their billing address.
- Shipping Address: Enabling this option will ask your customer their shipping address.
Managing Your WordPress Payments and Transactions
You can manage the transactions that have been processed using weForms. To view your transactions, you have to click on the Transactions option under your form.
This option will open a new page containing all the transactions done from this form. You will get a birds eye view of your transactions along with their ID, Amount, Transaction ID and Date. You can click on the Details under Action column for more information.
This is how the details view looks like. You will get complete data of your transaction including important analytics. You can delete the transaction if you want using the Delete button.
Walk-through of the module
Congratulations! You now know how to use WordPress forms to take payments on your website. With weForms, this is done very easily and can be used for either goods or services. Next, you may want to learn more about using forms to collect email addresses for MailChimp in WordPress.