There are a number of reasons why you might want to accept payments when a site visitor fills out a form. Service businesses charging for an appointment, reservations or tickets to an event such as a conference, or donations (even recurring donations!). For example, as you may know, I run a scout related website (CyberbaseTradingPost.com) where one of the main features is the ability to create and print custom certificates. After the certificate is created, I give people the opportunity to make a donation if they found it useful. Another site that one of my customers runs provides week-long retreats, complete with accomodations. When they make their reservations to attend one of these retreats, they must make a deposit to insure they are going to show up. Collecting payments along with the reservation is required. And of course if you have any type of subscription program, collecting recurring payments is a must. All of this can be done using a plugin called WPForms.

Here then are the steps necessary to create a form with payment options using WPForms.

Step 1: Create a Simple Order Form in WordPress

The first thing you’ll need to do is install and activate the WPForms plugin.

Next, go to WPForms » Add New to create a new form.

On the setup screen, name your form and select the Billing/Order form template.

Next, you’ll want to modify what items are available to order.

To do this, scroll down to the “Available Items” section in the preview screen on the right and click on it.

This will open up the “Field Options” in the left panel. Here you can rename the field, add or remove order items, and change the prices.

If you want to give people images to choose from when filling out your online order form, click on the Use image choices checkbox in the Form Editor.

When you do this, you’ll be able to upload images to go alongside your items, giving people a visual look at what they’re ordering.

Lastly, you can add additional fields to your order form by dragging them from the left hand side to the right hand side.

Click Save when you’re done.

Step 2: Configure Your Order Form Notifications

There are two settings to configure in your simple order form. The first is the Notifications setting. Notifications are a great way to send an email when your form is submitted.

You can send an email notification to yourself, which WPForms does automatically unless you disable form notifications. You can also send a notification to a member of your team by adding their email to the Send to Email Address field.

In addition, if you use smart tags, you can even send a form notification to a customer to let them know their order has been received.

Let’s take a look at how to set up one form notification that will be sent out to a customer after they submit an order form on your website.

Start by clicking on […]