How to Properly Connect PayPal to Gravity Forms for Payment Forms
Learn how to use Gravity Forms to accept PayPal payments on your site with this step by step guide.
Looking to use a Gravity Forms PayPal form to accept payments on your site?
A Gravity Forms PayPal form makes a great option for everything from physical products to digital products, services, and more.
Using Gravity Forms is simpler than something like WooCommerce, but it still gives you ownership and keeps most of the payment process on your site. Additionally, with the right tools, you can still handle important calculations, like charging taxes or offering discounts.
In this post, you’ll learn exactly how to accept Gravity Forms PayPal payments on your WordPress website — properly.
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How to Accept Gravity Forms PayPal Payments
You can accept Gravity Forms PayPal payments with the core plugin and the Gravity Forms PayPal Checkout add-on, which comes with the Pro and Elite licenses.
However, the core Gravity Forms PayPal add-on is limited when it comes to the pricing fields that you get access to. For example, you can’t add a tax calculation field or a discount field. You also can’t add a subtotal field to show how the final price changes as a result of taxes or discounts.
All of these are important for both user experience and legal requirements (in the case of taxes). Not to mention, it makes the entire checkout process much simpler.
To fix these limitations, you can use the GF eCommerce Fields perk from Gravity Perks to create a better Gravity Forms PayPal integration. The GF eCommerce Fields perk also improves the order summary page (i.e. order forms), which is another way to improve the experience for shoppers.
GF eCommerce Fields
GF eCommerce Fields
Here’s how to set everything up…
1. Install the Required Plugins
To create a Gravity Forms PayPal form, you’ll need to install and activate the following plugins:
2. Set Up PayPal Checkout
In order to use the Gravity Forms PayPal add-on, you need to connect Gravity Forms to PayPal.
Follow these steps to set up PayPal Checkout:
- Navigate to Gravity Forms > Settings > PayPal Checkout.
- Click Connect with PayPal.
- In the popup box, log in to your PayPal account and agree to any additional terms and conditions.
You can choose whether to set the Environment to Live or Sandbox. In Sandbox mode, you can test transactions without any real money changing hands.
2. Create Your Payment Form
Now, you’re ready to create forms in Gravity Forms.
First, add the basic fields for any information that you want to collect from your buyers. For example:
You can also collect additional information as needed.
Here’s what the basic details part of your Gravity Forms PayPal form might look like:
3. Add Pricing Fields
Next, you can use the Pricing Fields to add payment options/calculations to your form:
To get started, add a new Product field. In the field’s settings, you need to configure a few important details:
- Product Name – the front-end name of the product.
- Field Type – with a Single Product, there’s only one price/option. But you can also let shoppers choose between multiple prices/options using a checkbox, drop-downs or radio buttons. Or, you can use a User Defined Price field to let people enter their own price, like for a donation form.
- Price – the price of this specific product.
- Disable quantity field – choose whether or not a person can purchase multiple products.
Below that, add three more fields in the following order:
For the Tax field, you can enter the tax rate to apply to your form:
If you want to offer discounts, you can also use the Discount field from the GF eCommerce Fields perk to add a flat or percentage discount.
The neat thing is that you can use conditional logic to only apply the discount in certain situations, like if a shopper purchases multiple products. You can also use the GF Conditional Pricing perk to create conditional pricing rules.
If you want to charge shipping for physical products, you can also add a Shipping field after the tax field (but before the Total) field.
Finally, add a PayPal field to the form. This is the field in which users will enter their payment information. The PayPal field supports both PayPal Checkout and Credit Cards. You can choose to include both, which one is the default, and in the case of credits cards you can even select which cards you accept.
Here’s an example of what a finished form might look like:
4. Add PayPal Feed
To connect your form to PayPal, go to Settings → PayPal. Then, click Add New to create a new PayPal feed.
In the Feed Settings:
- Name the Feed.
- Use the drop-down to select the Transaction Type. Either _Products and Services_, which is a one-time payment, or _Subscription_.
Verify that all the information is correct in the form settings. Then, click Save Settings to save your changes.
And that’s it! Once you embed your form, you can receive payments. If you want to test payments before receiving real payments, you can change PayPal Checkout to Sandbox mode in Gravity Forms > Settings > PayPal Checkout.
Start Collecting Gravity Forms PayPal Payments Today
With Gravity Forms and Gravity Perks, you can create flexible payment forms for physical products, digital products, or services.
You can charge tax and offer discounts, and you’ll even be able to set up recurring subscriptions with a one-time setup fee.
To get started today, purchase Gravity Perks to create the best Gravity Forms PayPal integration.