Disclosure: This post contains an affiliate link to WPForms to create forms with payment options. If you decide to try this service, I will receive a small commish at no cost to you.
Whether you’re taking payments for a product or service or accepting donations on your website, you want a seamless checkout process for your users.
Neil Patel wrote why most online shopper’s don’t make it past the first step of checkout and goes on to explain how a break in the experience from cart to checkout causes a disconnect. And that leads to the highest level of cart abandonment.
This is why you want to make sure the payment process is as quick and easy as possible for your users. And on the back end of things, you want a tool that is easy to use.
In this post, I’m going to show you how you can create a form with payment options using WPForms.
Create A Form With Payment Options For Your Website
Once you have WPForms Pro and Stripe account set up, let’s create a form!
Step 1 – Create A New Form
From your WordPress Admin, go to WPForms and click on Add New. Read How To Create A Form For Your Website In Less Than 5 Minutes for a tutorial.
This is what a standard form looks like before any customizations are made.
Step 2 – Customize The Form
In order to accept payments using Stripe you’ll need to add these two form fields:
- An Items field such as a Single Item or Multiple Items
- A Credit Card field
You can even add the Total field so that customers know exactly how much they’re paying.
Add any additional fields by dragging them from the left side of the panel and dropping them into the form on the right. You can also drag and drop fields on the form and rearrange them to create the flow you want.
When you’re happy with the form, click Save.
Step 3 – Configure Payment Settings
Now you have to configure the payment settings. From the form panel, click the dollar sign icon. Next, click the box labeled Enable Stripe Payments and add a description. Then select Email as the Stripe Payment Receipt.
If you’re only accepting one-time payments, you’re form is all set and ready to embed on pages or posts. But if you want to set recurring payments or donations, read on for one last step.
Step 4 – Enable Recurring Payments
From the Stripe settings, scroll down to the Subscription section and click the box labeled Enable Recurring Subscription Payments.
Next, you have to configure the following settings:
- Plan Name (this is the title of the subscription that will appear on the Stripe transaction)
- Recurring Period (how often people will make recurring payments)
- Customer Email (select Email from the dropdown menu to send notifications to customers once their form has been submitted. This is required for the recurring functionality to work.)
The last step is to set the conditional logic rules.
Select the box labeled Enable Conditional Logic. Then select Process payment as recurring if Dropdown is Monthly. This will allow recurring payments to process automatically according to duration selected on the form.
When you’re done click Save and you’re good to go!
Wrapping It Up
Before adding the form to your website, make sure to test it to ensure the process flows correctly. WPForms has a great tutorial to walk you through testing Stripe payments.
I hope you found this tutorial helpful. To get WPForms Pro, click here*. You get Stripe Addon and other useful features like: Campaign Monitor Forms, Drip Forms, Surveys and Polls, Form Abandonment and more!