The PayPal add on enables secure form payments through PayPal, allowing users to complete transactions using their PayPal account. This integration provides a convenient, alternative payment method linked to the user’s email address.
What’s New? #
In version 1.4.9, Everest Forms had deprecated the previous Payment Field named Payment Options. Users could leverage Conditional Logic to dynamically select between payment gateways like PayPal and Stripe during form submission.
With the release of Everest Forms v1.8.1, a new field – Subscription Plan is available under the Payment Field. It enables the admin to configure subscription plans directly through form settings. With this update, you can also add a trial period to your subscription plan.
Installation #
- Firstly, you need to purchase the Everest Forms Pro plugin.
- After the successful purchase, you will get the plugin zip file under your WPEverest account page.
- Now, you can download the Everest Forms pro plugin and PayPal Standard add on from there.
- Through your WordPress Dashboard, visit Plugins -> Add New -> Upload and then choose the downloaded zip file and then install and activate it.
- Now you are ready to use this add-on for your site.
PayPal Standard Settings #
Open the form where you want to add PayPal payment. On the top, you’ll see the Payments tab; click on it. Now, toggle the Enable PayPal Standard, and you’ll see more settings required for PayPal:
PayPal Email Address: The email address of the payment receiver.
Mode: Sandbox or production mode. Sandbox mode for testing purpose.
Payment Type: Products and Services or donation. The type of payment.
Cancel URL: Redirect url if the user cancels after redirecting to PayPal.
Enable Conditional Logic: If you also use the Conditional Logic add on, you can use it to provide payment option between PayPal and Stripe add-on.
Save the changes after you’re done.
Next, set up the currency from the global settings. Navigate to Everest Forms->Settings->Payments.
Setup and Configuration #
Once you have completed the above-mentioned task of installing and activating the plugin and add on, let’s move ahead with setting up payment fields on your form.
Payment Fields #
Firstly, open the form where you want to add PayPal payment. Then, you’ll get the Payment Fields that can be accessed under Fields.
Single Item
Let us start dragging a single item and the total payment field.
Single item Settings:
Item Price: Set the default price to the item
The item type description:
- Pre-Defined: If set predefined, users won’t be allowed to change the item price later in the frontend.
- User Defined: If set user-defined, users can change the item price from the frontend ( suitable for donation type ).
- Hidden: If the single item input type is hidden, It will not be displayed on the front and the price set on the item price will be the product’s price.
Multiple Choice
With the multiple items fields, you can provide options for the user to select the option. You can set each item’s price as shown in the figure below.
Quantity
This field can be assigned to a single item or multiple-choice field and it maps the quantity entered by the users.
Checkbox
With the checkbox field, you can allow the users to select two or more options. The item’s price can be set as below.
Total
The total field helps you to display the total of all payment field’s prices.
Frontend View:
Subscription Plan (New Field)
The Subscription Plan field allows you to add multiple plans for your product or services so that users can choose the preferred services.
You can add the Subscription Plan field to your form only when you enable recurring payment on your form.
To do this, enable recurring subscription payments on PayPal.
PayPal Subscription for Recurring Payments #
To charge users on a periodic basis, you can enable recurring payments on the registration form, and then the users will be charged periodically.
To do so, click on Payments > PayPal Standard in the form builder and then tick both options, Enable Payments and Enable Recurring Subscription on PayPal.
- Plan Name: Give a name to your recurring plan.
- Recurring Period: Select the frequency when the next transaction will be done. Also, you can select intervals between the recurring payment i.e., 15 days, 5 weeks, 6 months, and so on.
- Customer Email: Select the Email field that your user will fill in during the form submission.
Now, from Fields > Payment Fields, drag and drop the Subscription Plan field into your form. The subscription plan field has three choices by default.
You can edit them by clicking on the field. As you click on the subscription plan field, you will see the Field Options tab on the left side with all the required settings.
You can also easily change the label of the plan options. To add or delete the plans, click on the Plus (+) and Cross(x) signs, respectively. Similarly, you can change pricing details by entering new pricing information into the field.
If you want to display the form by pre-selecting one of the choices, click on the circular checkbox, like in the image below.
You can also add an image to let user glance at your product or services. To do so, enable the option Use image choices and add images to each plan.
Add Trial Period to Your Subscription Form #
You can also enable trial period on your plan from here. To do so, toggle the Enable Trial Period and set the trial period details. You can set days, weeks, months or years for trial.
Similarly, you can add an expiration date to your subscription plan to inform users about their subscription’s expiration.
You’ll see Enable Expiry Date below the Enable Trial Period option. Toggle it to enable the option.
Now, a calendar pops up that allows you to set the expiration date.
Subscription Plan Advanced Options #
The advanced options let you modify the layout of the subscription plan. You can change the design of the subscription plan by dividing it into multiple columns or showing them in a single row (inline)
Similarly, you can hide the label in the field.
Next, adding CSS Classes and enabling/disabling Conditional Logic is also possible in the subscription plan field.
Don’t forget to save the changes after you have completed the settings.
How to add PayPal as a payment method with Stripe? #
If you have both the Paypal standard and the Stripe addons, you can create options for your customers to choose between the two payment methods.
Firstly, insert a Multiple Choice field and add PayPal and Stripe as payment options.
Compatibility with Conditional Logic:
Everest Forms Pro allows you to enable conditional logic using the Conditional Logic addon on. You can not only integrate conditional logic on each and every form field but also, on both the payment options. This lets you set up a more responsive and situationally adaptive payment for your users.
If you are new to Conditional Logic and want to learn what it is in detail Click Here.
Use Conditional logic for PayPal:
Go to the Payments tab at the top. And make sure you enable both Paypal and Stripe. Then, Click on PayPal and Enable Conditional Logic. Now, make the settings so that Stripe is implemented only if the user selects the PayPal option in the form.
Once the payment is done successfully, user will receive the confirmation similar to the image below:
