How to Manage Payments and Transactions

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How to Manage Payments and Transactions

Using payment module, you can take payments from your customers very easily. It is to be noted that you need weForms Professional, Business or Developer version to use Payment Module in weForms.

To avail the feature, navigate to WP Admin Dashboard β†’ weForms β†’ Module β†’ Enable Payment.

Next, just click on the toggle button to enable Payment feature.

Creating A Payment Form

First of all, create a form using weForms. If you don’t know how to create a form then go through this documentation.

Now, as you enabled the payment option, you will notice a new section named Payment Fields in the Add Field option. Using these Payment Fields, you can use the payment capabilities. Here is a screenshot of a sample payment form containing all four payment field types.

Payment Method Field

This field helps you add available payment methods to your form so that you can take payments not only in a convenient way but also in a secured way. This field includes the following options –

  • Field Label: You can add a customized label on the field of weForms.
  • Payment Methods: Select either PayPal or Stripe as payment methods.
  • PayPal Label: Add a label text you want for PayPal.
  • Stripe Label: Add a label text you want for Stripe.
  • PayPal Picture: You can put the link to the picture you want to show for PayPal.
  • Stripe Card Pictures: Select which credit card pictures you want to add.
  • Help Text: Add a text to help your users
  • Required: Enabling this field will make the field required to submit.

Payment Settings inside forms

Navigate to – wp-admin β†’ weForms β†’ All Forms β†’ Select a Form β†’ Payment tab.

You will find the PayPal and Stripe settings for that selected form. Now, configure the following requirements for both PayPal and Stripe.

  • PayPal Status: Enable PayPal to get paid by PayPal.
  • PayPal Mode: Enable either production (live) mode or sandbox (test) mode. If you are testing your payment method, select the sandbox mode, otherwise, the payment will not be completed.
  • Payment Type: Choose the type of payment – card or donation.
  • Pre-fill Email: Using this option you can pre-fill payment email from the form fields
  • Thank You Page: Choose a page from your website as a thank you page for your customer. Your form will be redirected to that specific page after completing a payment.
  • Different email: Use different PayPal recipient email for this specific form.

Stripe Settings:

  • Stripe Status: Enable or disable Stripe with this option.
  • Mode: 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: Pre-fill payment email from the form fields.
  • Thank You Page: Choose a page from your website as a thank you page. Your form will redirect to that specified page after the successful completion of a payment.
  • Different Keys: Use different Stripe API keys for this particular form.

Payment Global Settings:

To configure global payment settings in weForms, login to – wp-admin β†’ weForms β†’ Settings β†’ Payment

From here, you will be able to configure various options related to payment.

  • Currency: You can set any type of currency available in the world.
  • Currency Position: Put the currency side either on the left or right position beside the value.
  • Thousand Separator: Define a symbol to separate thousand.
  • Decimal Separator: Define symbol to separate decimal values.
  • Number of Decimal: Specify how many numbers you want to display after the decimal.
  • Payment success page: Select that page that you want your users to redirect after they complete their payment. It is to be noted that- this is the global settings. You can set this individually for specific forms.
  • Default fields: Add default fields to form which contains product fields.
  • PayPal Redirecting Message: Set up the message you want to show after redirecting for PayPal transactions.
  • PayPal Email: This is the place where you provide your PayPal email. This account will receive all the payments. Interestingly, you can also use different emails for different forms.
  • Logo: Upload or put your logo link that points to a square image of your brand.
  • Shipping Address: Select either Ask Address, Ask Once or Don’t Ask Address for shipping Address.
  • Stripe Redirecting Message:  Set up the message you want to show after redirecting for Stripe transactions.
  • Stripe Email: This is the field where you put your Stripe email by which you want to receive all the payments.
  • Secret Key: Put your Stripe accounts secret key.
  • Test Publishable Key: Type in your Stripe accounts test publishable key. This is useful when the admin of a website wants to check whether the payment system is really working or not.
  • Publishable Key: Type in your Stripe accounts publishable key when the payment system works properly.

Other Settings:

  • Logo: Provide the logo of your brand in this field.
  • Company Name: Put your company or business name here and it will be shown on the invoice.
  • Description: Customize the description of your site by this field.
  • Billing Address: Enabling this option will ask your customer for their billing address.
  • Shipping Address: Enable this option to ask your customer for their shipping address.

Managing Transactions

Managing transactions in weForms is as easy as pie. At first, you have to click on the Transactions option under your form to view your transactions. Go to WP admin Dashboard β†’ weForms β†’ All Forms.

After clicking on the option you will get a new page containing all the transactions done from this form. You will get a bird’s eye view of your transactions together with their ID, Amount, Transaction ID and Date. You can click on the Details under Action column for having more information.

This is how the details view of transactions looks like. You will be able to get complete data on your transaction including important analytics. You can delete the transactions if you want using the Delete button.

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