Want to create an online check request form in WordPress? By using an online check request form, businesses can eliminate the time-consuming burden and errors often associated with paper filing. You’ll streamline your bookkeeping, access information faster, and make better use of your financial staff.
Here’s a quick tutorial on how to save time and stay on top of accounts payable using an online check request form in WordPress.
Do you want to create an online check request form using WordPress? Using an online form will streamline how financial requests are submitted and simplify the entire payment process.
Having a form right on your WordPress website helps you keep track of payments and reimbursements. Plus, using an online form gives you easy access to the information you need so you can create form replacements or issue duplicates quickly.
For all these reasons, your business needs to place an online check request form on your WordPress website.
In this tutorial, we’ll show you how to create an online check request form in WordPress.
Why Use an Online Check Request Form
If you’re like many businesses, check request forms arrive in your accounting department in a variety of ways. It’s common for check requests to trickle in one-by-one being submitted in person, through email, or arriving via postal service.
Receiving check submissions in this fashion creates a headache for those working in accounts payable. It’s difficult for your accounts payable department to keep up with:
- Submission and approval dates
- Processing invoices and checks
- Multiple vendor accounts
- Vouchers and recurring payments
- Missing or incorrect data
- Checks requiring manual approval
Having a variety of ways to submit a check request is handy for customers, but it’s not time or cost-effective for your business.
An online check request form on your WordPress site will make managing your accounts much easier and help you eliminate financial errors and balance your books faster.
Be sure to read our guide to how to create a multi-step form in WordPress next.
So why not try an online check request form on your WordPress website?
Here are just a few reasons why you should switch to an online form for your business or organization.
- More Convenient Submissions: An online check request form allows requests to be submitted easier and faster using a mobile device, laptop, or desktop computer.
- Faster Financial Data Access: Since all of your check requests are in one handy location, your financial staff can access records quickly and easily.
- Error-Free Information: It’s frustrating when a check request lacks an essential piece of information. Eliminate that problem by simply adding a “required” field to your form.
- Easier Bookkeeping: By using an online request form, you’ll get the information you need to complete the transaction.
- Better Use of Staff: Eliminate the mistakes made from manually entering data from multiple sources and allow your financial staff to focus on more critical tasks.
Okay, so we’ve looked at why you need to use an online check request form, now we’ll show you how to create one for your business or organization’s WordPress site.
How to Create an Online Check Request Form
Are you asking yourself how to set up an online check request form on your WordPress website? Here’s an easy step-by-step tutorial showing you how.
Step 1: Create an Online Check Request Form
Hands down, there’s no easier way to create an online check request form in WordPress than using WPForms Pro. You’ll find ready-made templates for nearly every type of business, industry, event, or anything else you can think of in the Pro version of WPForms. You can take a quick look at our check request form demo to get an idea of how it works.
To begin, you must install and activate the WPForms plugin. If you need help, see this step-by-step guide on how to install a plugin in WordPress.
Next, you’ll need to install and activate the Form Templates Pack addon.
To do this, go to WPForms » Addon and scroll down until you see the Form Templates Pack addon.
Click on Install Addon.
Okay, since you’ve activated the plugin and addon, you can start creating your form.
To get started, go to WPForms » Add New and create a title for your form. Don’t worry too much about getting it just right. Use a title you’ll remember. We’ll show you how to edit your form title a little later in the article.
Next, scroll down to the section labeled Additional Templates.
Now, type “Check Request” in the search bar and choose the Check Request form. For our example, we’ll use “Check Request” for the title.
Once the pre-made form template loads, WPForms automatically places some necessary check request fields in your form. The default fields in the form include:
- Date Requested
- Date Needed
- Purpose of Funds
- Amount Requested
- Approved By
- Make Payable To
- Payable to Address
WPForms allows you to fully customize your form, which means you can add, delete, rename, and reorder them to suit your financial department’s requirements.
If you want to add fields to your form, it’s easy, drag them from the left-hand panel and drop them in the right-hand panel.
You can arrange the fields in much the same way using the drag-and-drop feature. To customize your fields, just click on the one you wish to edit and make your changes.
If you wish to add an option to collect payments, it’s easy to place it right on the check request form.
If you’re unsure about which one to use, check our article on Stripe vs. PayPal.
Emails are sent to those who submit the form to verify that the payment submission has been received. You can also use both Stripe and PayPal.
If you prefer to use both, then check out our article on how to accept payments with Stripe. If you’re unsure how to set up this online payment system, just read our documentation on how to enable users to choose a payment method.
When you’ve finished customizing your registration form, make sure you click Save.
Step 2: Configure Your Form Settings
To begin, go to Settings » General.
This page allows you to can configure your online check request form like:
- Form Name: Here is where you can change your form’s name if you like.
- Form Description: Type in a few details about your form here.
- Submit Button Text: Change the button text to something like, “Send Request Now.”
- Spam Prevention: Select an anti-spam option to stop bots from spamming your form.
- AJAX Forms: Use the AJAX settings so sections of the form can update without reloading the entire page.
- GDPR Enhancements: This is a privacy feature that prevents visitor’s IP addresses, login credentials, and other personal details from being stored in your website’s database, so your site is GDPR compliant. If you want more information about this, see our guide on how to add a GDPR agreement field to your contact form.
Once you’re finished, be sure to click Save.
Step 3: Configure Your Form Notifications
After visitors submit their form, you’ll want to receive a notification email.
The WPForms notification feature is on by default. You’ll receive an email notification whenever someone fills out and submits the check request form on your website. You can disable this feature if you so choose.
Of course, you’ll want to notify those who have submitted a form that their check request has been received by using the WPForms Smart Tags feature.
It’s easy to do. Just check out our simple instructions on how you can easily set up form notifications in WordPress.
That’s not all. WPForms also allows you to immediately send an email notification to a group of people the moment a check request form is submitted.
For example, you can send information to your email inbox and to:
- Project Accountant
- Accounting Manager
- Cost Accountant
- and others in your department
For help to do this, check out our step-by-step guide on how to send multiple form notifications in WordPress.
One more thing about these emails, if branding is essential to your organization, then see our guide on adding a custom header to your email template.
Step 4: Configure Your Form Confirmations
Once an online check request form is submitted on your WordPress site, you’ll need to send a confirmation to those making the check request and let them know what step they need to take next.
Fortunately, WPForms gives you 3 types of confirmation options:
- Message: You can use the preset confirmation that’s already written in WPForms. Or, you can create your customized success message that’s sent to your recipients.
- Show Page: Send those submitting the form to a specific “Thank You” page on your site. If you need a little help with this, see our guide on redirecting customers to a thank you page and how to create the perfect Thank You page.
- Go to URL (Redirect): WPForms also gives you the option to send those who’ve submitted a check request form to a specific page on a completely different website.
Now, let’s take a look at just how easy it is to set up confirmations in WPForms and then customize it for your check request form.
To begin, click on the Confirmation tab in the Form Editor under Settings.
Then, type in your business’s or organization’s customized message and click Save.
If you need help setting other confirmation types, just look at our confirmation guide.
You’re almost there! Now, all that’s left to do is place the online check request form on your site.
Step 5: Add Your Check Request Form to Your WordPress Site
WPForms allows you to place your forms almost anywhere on your business’ website, including blog posts, pages, and even sidebar widgets.
To begin, create a new page or post in WordPress. Or, you can update a page you’ve previously created.
Then, click inside the first block (that’s the blank area below your page title). Next, type in WPForms in the little search bar. You’ll see the WPForms icon before you’ve completed typing it.
Now, click on the Add WPForms icon.
Alright, now just click on the WPForms drop-down menu and select your online check request form and add it to your page.
Now, click Preview to view your form.
Finally, just click your Publish button, and you’ll see your online check request form on your post or page.
That’s it! You’ve just created an online check request form on your WordPress website.
Viewing the check request forms after they’ve been submitted is easy too, just visit our complete guide to form entries. Bookmark that page so you can find it for future reference.
One of the best things about using WPForms is that form entry management like filtering, printing, and deleting entries is super-easy. WPForms helps you manage the check request details so your financial team can stay focused on other vital tasks for your business.
Now, you’re all set up. You’ve just learned all you need to know to set up a WPForms online check request form on your WordPress website. If you want to make the most of your request form, then you’ll want to read our article on the best WordPress themes for small businesses too.
Now take your business or organization’s website to the next level by using the most powerful WordPress forms plugin today. WPForms Pro comes with the free check request form that can be used for any type of business. Plus, it offers a 14-day money-back guarantee.