Most websites will need a basic contact form to keep in touch with your customers and website visitors, but what about when a more complex form is needed?
Does it feel daunting, or not quite sure where to start? With our 3 simple steps to creating an order form in WordPress you will have a working form in no time.
We will be using WPForms Pro in this easy tutorial, which is our preferred WordPress Form Plugin that we use in all our new website builds.
Why WPForms?
WPForms lite is a free plugin and for basic forms we have found our clients find it one of the easiest form plugins to use. When we build new websites, it is super important to us that our client is able to edit their own site going forward if they wish, therefor we use WordPress plugins that even our less tech savvy clients can use and edit with ease. WPForms lite are definitely one of the plugins we install for that reason..
Even though WPForms lite is a free plugin for basic forms, to create and accept payments via WPForms, you will need the Pro Version.
With WPForms Pro you can easily and quickly create all types of forms, including order forms with Stripe, Authorize.Net, and PayPal payment integrations, for accepting customer payments. You can also create forms that take payment information now for a future payment. If you would like to take recurring stripe subscription payments, there is also premium add-ons available that will integrate directly into WPForms.
Upgrade to WPForms Pro now to use this tutorial and unlock all the complete WPForms experience.
This article will show you how to create an order form with online payments.
— We presume you already have WPForms Pro purchased and installed . —
3 Simple Steps to Creating an Order Form in WordPress – With Online Payments
- Create a simple order form in WordPress
- Configure your order form notifications and confirmations
- Configure the payments settings and install the form on your website.
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Create a simple order form in WordPress
- In your dashboard go to WPForms -> Add New to create your new form.
- Select the Billing/Order form template.
- Enter a name for your form.
- Scroll down to the “Available Items” section.
- A new panel will open up called “Field Options”.
- Now you can rename the fields, add or remove order items, and change your prices.
- You can also add images to each item by ticking the “Use Image Choices” option and uploading an image.
- From the left hand side you can drag new form fields to your order form.
- Once you have filled in all the form details, press Save.
2. Configure Your Form Notifications and Confirmations
- Press on “Settings” on the left
- You will see options including “Notifications” and “Confirmations”.
- Click each one and fill out the details. Use the ? tool tip to help you fill them in.
- Scroll down to the “Available Items” section.
- A new panel will open up called “Field Options”.
- Now you can rename the fields, add or remove order items, and change your prices.
- You can also add images to each item by ticking the “Use Image Choices” option and uploading an image.
- From the left hand side you can drag new form fields to your order form.
- Once you have filled in all the form details, press Save.
3. Set up and Configure the Payment Settings
Lastly, to enable collecting payments from your customers, you will need to configure the payment settings for your order form.
There are several payment processors that WPForms integrates with. These include PayPal, Authorize.Net, and Stripe.
Install and activate your prefered payment addon for accepting payments. You can even set up and install multiple payment processors, if you choose.
Next click the “Payments” tab in the Form Editor, and proceed to set up your chosen payment processor/s.
You are now all set to add the form to a page, post or via a widget on your website.
You may also find our article How To Install WPForms on WordPress helpful. Also our article on How to set up Form Landing pages with WPForms..
