If your website is running on WordPress and you want to collect payments from your user, then creating an order form is best for you.
Order form helps to collect order information and payments from your users.
If you want to sell a single product on your website, or want to sell services, like you are a developer and make websites, create videos, etc, and want to create a form that shows different prices based on which service users want, then you need a customized order form that matches your need.
Also, you can create an order form without a payment system.
Without a plugin, you can’t create an order form in WordPress, and here comes WPFoms to help you to create an order form.
WPForms is the best form-building plugin for WordPress. With WPForms and the Stripe, Authorize.Net, and PayPal payment integrations, you can create an order form in 6 simple steps.
In this article, I’ll show you how to create an order form in WordPress using WPForms and PayPal, Stripe Integrations.
Step- 1. Install and active WPForms
To create an order form in WordPress, first, you need to install and activate WPForms.
WPForms comes with two versions: free and paid. But with the free version, you cannot create an order form. To create an order form, you need to buy their Pro or higher plan.
With the paid version, you not only create an order form, but you can also create advanced forms like surveys and polls forms, login-registration form, conversational forms, integrate Mailchimp, set conditional logic, and many more features.
So, click the link below to buy WPForms,
To install WPForms, go to your WordPress dashboard, click Plugins > Add New and search for WPForms, click Install Now, and Active.
After buying the WPForms, you get a license key, copy the license key (go to wpforms.com, log in your account and copy your license key) and back to your WordPress dashboard, click WPForms > Settings and paste the license key and click Connect.
Now you have successfully installed and activated WPforms.
Step- 2. Create an order form
To create an order form, go to WPForms > Add New, type the name of your form and select the Billing/Order Form template.
You can modify this template, or you can select the Blank Form and create your form from scratch. I assume that you select the pre-made order template.
Note: If you select the Billing/Order Form template, you can see a popup that says ‘please configure your payment setting’, please close the popup. First, we create our order form, and then step-by-step we configure all the settings.
After selecting the template, you can see your template’s customization page.
Here you can add fields, delete fields, and also customize every individual field.
So, customize your form according to your needs. In the end, don’t forget to save this.
If your form is so big, then I recommended you to create a multi-step form.
According to a study, multi-step forms have a 14% more fulfillment rate than the single-step form.
Read this article to learn how to create a multi-step form with WPForms.
Step- 3. Configure Notification settings
It’s so important to configure your notification settings properly. After properly configuring your notification settings, you can send confirmation emails to your users after submitting a form.
Also, if you want, you and your team can receive an email when users submit your form.
By default, WPForms only send emails to the admin, but you can change this setting.
To create a great confirmation notification, I highly recommended you to read this article about how to send a confirmation email to the users after submitting a form.
But, if you want to send a different confirmation message to your users and you or your team wants to receive a different message when users submit a form, then you need to add a new notification for that.
To do that, click the Add New Notification button and follow the steps that cover in my how to send a confirmation email to the users after submitting a form, article.
Step- 4. Configure Confirmations settings
A confirmation message is a message which users see when they submit their form. With WPForms, you can create three different types of the confirmation message.
To configure your confirmation message, go to Settings > Confirmations.
a. With this, you can create a normal message. To create this type of message select Message from the dropdown menu and type your message.
b. With the Show Page option, you can redirect your users to a specific page.
Ex. You can create a ‘Thank You’ page and when your users submit their form, you can redirect them to your ‘Thank You’ page.
c. If you want to show a specific post or redirect them on another website, you can do it by selecting the Go to URL (Redirect) option. Just select the option and paste the URL, where you want to redirect them.
Don’t forget to save this.
If you want to create an order form without a payment system, you can skip the configure payment settings step.
Step- 5. Configure Payment settings
This is the most important step to follow for creating an order form.
With WPForms, you can integrate three types of payment systems, PayPal, Stripe, and Authorize.Net.
To configure your payment settings, first, you’ll need to install and activate the payment addons.
To install PayPal and Stripe addons, go to WPForms > Addons and install and activate the addons.
I assume that you already create accounts on PayPal and Stripe, if you don’t, do this first.
Now go to WPForms > Settings > Payments, check the Test Mode (After setting up your form, back here and uncheck this box and click save) box, and click the Connect with Stripe button.
Fill the details and connect Stripe with WPForms.
Once you have done, you can see your connection status.
Before configuring your payment settings, you need to add some fields for your order form.
If you use only Stripe Payments, then add the Stripe Credit Card field into your form.
And if you want to use both PayPal and Stripe, then you need to add a Multiple Choice field and name the first field as PayPal and second field as Credit Card.
Now edit your Stripe Credit Card option, and select conditional logic > enable conditional logic and select Payment Type – is – Credit Card.
Once you finish adding it, click save.
Now it’s time to configure your payment settings. To do that click Payments tab, click Paypal Standard and you can see settings for PayPal,
a. Enable PayPal Standard payments.
b. Enter your PayPal email address.
c. Here you can see two types of mode, one is Production and another is Test/Sandbox.
If you want to test your form, then select Test/Sandbox mode, but after your test is complete, don’t forget to select Production mode and click save.
d. Select your Payments Type, if you have a donation form, then select the Donation and if you have a product or service selling form, then select Products and Services.
e. Select your shipping condition. These fields are visible only on the PayPal checkout page.
f. Since we are giving users the option to use either PayPal or Stripe to submit their payments, we’ll need to enable conditional logic.
So, enable conditional logic and select Payment Type – is – PayPal.
Don’t forget to save this.
Now go to your Payments tab and select Stripe. Here you can see all settings for Stripe.
a. Click Enable Stripe payments.
b. Type your order description, it’s visible only for you.
c. Select Email for Stripe Payments Receipt.
d. Enable conditional logic and select Payment Type – is – Credit Card.
e. You can also set recurring subscription payments. Select your plan name, recurring period, and customer email.
Note: If you want to create a subscription-based form, then enable this.
Step- 6. Add your form to your website
You can add this to any of your pages, posts, sidebars, also if you want you can use this form with your page builders (like Elementor, Divi, Beaver Builder, etc.).
Also, you get a specific shortcode for your form, with this you can show your forms where you want.
The most common way to do that, go to Pages > Add New, put your page name, click Add Block option and search for WPForms, select WPForms widget and select your form and click publish.
Reminder: Don’t forget to uncheck all the test modes that you have checked.
Congratulations! Now you have successfully created your order form.
Ok, now you have successfully created an order form, but if you want to secure your form and stop spammers from filling out your form, then you need to add Google reCAPTCHA in your form.
Read this article to learn how to add Google reCAPTCHA in WPForms.
Frequently Asked Questions (FAQs)
Can I add another payment gateway in WPForms instead of PayPal and Stripe?
No, currently you can’t integrate other payment gateways in WPForms instead of PayPal and Stripe.
Can I create a multi-step order form?
Yes, to do that, please read this article about how to create a multi-step form.
That’s it in this article if you like this article, don’t forget to comment and share. Thanks for reading.