Would you like to collect payments using your WordPress forms? With our Stripe Pro addon, you can provide an easy way for users to submit one-time payments, or even recurring subscription payments, without ever leaving your site.
This tutorial will show you how to install and set up the Stripe Pro addon with WPForms.
In This Article
- You will need a Pro license level or higher to access the Stripe Pro addon
- Ensure that you’ve installed the latest version of WPForms to meet the minimum required version for the Stripe Pro addon
- Stripe requires your site to have SSL (HTTPS) enabled on the page where you’re adding a live payment form, as this allows you to securely send credit card data to Stripe. For setup details, please see WPBeginner’s guide to adding SSL and HTTPS in WordPress
Note: Stripe applies a 3% transaction fee to each payment processed through their platform if your WPForms license is inactive.
Connecting Stripe to Your Site
Once the Stripe Pro addon is ready to go, you’ll need to open WPForms » Settings in the left menu of your WordPress site. From there, click on the Payments tab.
If you’d like to adjust the currency your site uses, go ahead and select the option you need from the Currency dropdown before proceeding.
When you’re ready, scroll down to the Stripe section. Here, click the blue Connect with Stripe button.
Note: Test and Live modes must be connected separately. If you’re currently using Test Mode, please be sure to repeat this connection process with the Test Mode option unchecked so that you’re ready to launch your forms.
Next, you’ll be asked to authorize the connection between your forms and Stripe. The exact content you see on this page will vary based on whether your Stripe account is already activated.
Once you’ve followed all the steps in the Stripe Connect wizard, you’ll be redirected back to your site’s admin area. Here, you should see a green checkmark next to Connection Status.
Selecting a Credit Card Field Mode
After you’ve connected Stripe to your WordPress site, scroll to the Credit Card Field Modes section.
You can choose between two Credit Card Field Mode options:
- Card Element
- Payment Element
We’ll explain the different field modes in more detail below.
Note: You won’t see the Credit Card Field Mode option if you just installed WPForms version 1.8.2 or higher. If you’ve chosen the Payment Element option before updating to WPForms version 1.8.2, you won’t see the option as well.
The Card Element option allows you to effortlessly collect card information using prebuilt components to validate the card number, ZIP code, and expiration date. With this option, the form is simplified and the number of required fields is minimized.
The Payment Element option enables you to accept multiple payment methods through a single integration. It also automatically adjusts the input fields to collect the necessary information based on the payment method and country, simplifying the checkout process.
You’ll only see the payment options that Stripe detects on your specific device and browser.
Note: Users will only see options to pay with Google Pay and Apple Pay if they meet Stripe’s requirements for using these payment options. See Stripe’s documentation to learn more about the requirements.
Check Out With Link
If you choose to use the Payment Element mode, you won’t need to enter all of your card information during checkout. Link gives you the option to save your card information with your email address.
This way, all of your card information will be automatically filled in for you when you enter your email address.
Setting this up is easy! The first time you use it, simply enter your email address in the Email field during checkout.
You’ll then be given a new option to save your information.
Check the box labeled Save your info for secure 1-click checkout with Link after you’ve filled out your card information.
Next, enter your phone number and name, and submit the form.
For your next checkout, simply enter your email address in the form’s Email field. Then, enter the verification code received on your phone to auto-fill your card information.
When checking out with Link, you can choose to automatically fill in the user’s info from a separate email field or get it from the email field you already filled out.
To change these settings, click on the Stripe Credit Card field and go to the Advanced tab. Then, click on the Link Email dropdown and select the appropriate option.
Adding Stripe to Your Forms
After you’ve selected the Credit Card Field Mode, you can start enabling Stripe payments for your forms.
First, you’ll need to create a new form or open an existing one for editing. You can customize your form however you like, but in order for it to work with Stripe, you’ll need to include the following:
- An Email field
- A payment items field (Single Item, Multiple Items, Checkbox Items, or Dropdown Items)
- A Stripe Credit Card field
For our example, we’ll create a simple order form that includes Name, Email, Dropdown Items, Total, and a Stripe Credit Card field.
Note: A Total field is not required for Stripe to work. However, it’s often helpful for users to easily see how much they’ll be paying.
Once you’ve added any fields you’d like to include in the form builder, you’ll need to go to Payments » Stripe. In the right panel, toggle the Enable Stripe payments option to the on position.
Note: In order for the Stripe Pro addon to function correctly, be sure to also enable AJAX form submissions before continuing.
Once you’ve enabled Stripe payments for this form, enter a short Payment Description. This text will appear on users’ credit card statements to help them identify payments made on your site.
Next, under Stripe Payment Receipt, choose the Email field from your form. This enables Stripe to send users receipts for their payments.
Lastly, under Customer Email, pick the Email field from your form which contains the customer’s email address.
If you’re using your form to collect one-time payments, you can now save your form and move on to the next step. For recurring payments, such as subscriptions, you’ll need to fill out a few more settings.
Enabling Recurring Subscription Payments
If you would like to charge users on a recurring basis, you can make enable subscriptions for your payment form. Under the Subscriptions section, toggle the Enable recurring subscription payments option to the on position.
Once you’ve checked this box, you’ll need to complete the other fields in this section, which include:
- Plan Name: Enter a title for the subscription. This will appear in the transactions for this form in your Stripe account.
- Recurring Period: Choose how often the recurring payments should occur. Options are Daily, Weekly, Monthly, Quarterly, Semi-Yearly, or Yearly.
- Customer Email: Select the Email field from your form so the customer can be contacted. This is required to create a subscription for a customer in Stripe.
Be sure to save your form after making any changes to your settings.
Note: Before launching your payment form, we recommend testing Stripe payments.
Setting Up Conditional Logic for Payments (Optional)
The Stripe Pro addon settings also allow setting up conditional logic. This lets you create “smart forms” that automatically change based on a user’s selections or input.
There are many ways you can use conditional logic with Stripe payments, such as:
- Letting your users choose whether to pay with Stripe or PayPal
- Making payment optional
- Letting your users choose whether to submit a one-time payment or start recurring payments
- Sending email notifications only for completed payments
Note: For more general information on using smart logic in your forms, be sure to check out our introduction to conditional logic.
Below, we’ve walked through how to set up conditional recurring payments, and how to create conditional payment notification emails.
Conditional Logic for Payments
As an example, we’ll create a form to let users choose to submit either a one-time or recurring donation.
To get started, we’ll create a simple donation form. This will need to include either a Dropdown or Multiple Choice field to let users choose whether they’d like to submit a one-time donation or set up a recurring donation.
Next, return to the Stripe settings under Payments » Stripe. We’ve already followed the steps in the previous section to configure the basic settings and recurring payment settings, so now we need to set up the conditional logic for our payment options.
Scroll to the bottom of the settings (under the Subscriptions section) and toggle on the option labeled Enable Conditional Logic.
This will display additional fields for you to create your conditional rule. For our example, we’ll set the dropdowns to make a rule that states, Process payment as recurring if How often would you like to donate? is Monthly.
Note: Need help setting up your conditional logic rule? Our beginner’s tutorial on using conditional logic in WPForms has all the details.
Don’t forget to save your form after setting up your conditional logic rule.
Conditional Notification Emails for Completed Payments
By default, WPForms sends out all notification emails as soon as a user submits your form. However, in some cases, you may want to wait to send a notification email until the user’s payment has been successfully processed in Stripe.
To delay notification emails until payment has been successfully completed, go to Settings » Notifications in the form builder. For the notification email that you want to delay, check the box at the bottom of the settings labeled Enable for Stripe completed payments.
Viewing and Managing Payments
Once you’ve received some payments through your forms, you’ll be able to view and manage them right from your site’s admin area.
To do this, go to WPForms » Payments to access the Payments overview page.
On the Payments overview page, you can view transaction details, track your sales, view revenue trends, measure the success of your payment forms, and much more.
Be sure to check out our guide to viewing and managing form payments for more information.
Note: If you’d like, you can create coupon codes and give users a discount when filling out your payment form. To learn more, check out our Coupons addon tutorial.
Frequently Asked Questions
These are some of the most common questions we receive about using the Stripe Pro addon.
I’ve been using WPForms for a while. Why does this tutorial look different from what I see on my site?
We’ve updated our Stripe integration so that it’s even more secure and SCA (Strong Customer Authentication) compliant.
To see these new options, you’ll need to complete two steps:
- Check that your site is updated to the latest version of WPForms.
- Then follow the steps from the Connecting Stripe to Your Site section of this guide.
Why isn’t the Connect with Stripe button working for me?
Stripe will only allow owners or administrators to connect an account using Stripe Connect. If you don’t seem to be able to complete the process, please check your Stripe user role to make sure it meets these requirements.
How can I switch to a different Stripe account within my site?
If you’d like to switch over to a different Stripe account for your site, you can do this by navigating to WPForms » Settings » Payments and scrolling to the Stripe section.
From there, click the Switch Accounts link to change which Stripe account your site is using.
How do I test Stripe payments in my forms?
The best way to test out your forms is to submit an entry and follow the same steps as your users. We recommend setting up Stripe’s Test Mode before adding your form to a live page, which allows you to test transactions before accepting actual payments.
Does WPForms store my payment data?
WPForms only stores the last 4 digits of your credit card. This is used to identify the payment method used for each entry.
In fact, our forms don’t even store sensitive credit card data on your site. Instead, our Stripe integration ensures that any sensitive information is communicated securely and directly to Stripe, without ever touching your server. This protects both you and your users from the potential risks associated with storing credit card details.
How do I view purchase details in Stripe?
To easily access payment details in Stripe, go to WPForms » Payments. Then click on the entry you wish to view its details.
Under Payment Details, click the View in Stripe link to see additional details about the transaction in Stripe.
How can I see if a payment is set up as a recurring subscription?
The easiest way to see if a payment is recurring is to go to WPForms » Payments.
If the payment is recurring, you’ll see Subscription next to it under the Type column.
You’ll also see the subscription amount and recurring period under Subscription.
How can I cancel a subscription for a customer?
You can cancel all subscriptions created through your forms directly within your Stripe account. For more details on how to cancel a subscription in Stripe, be sure to check out its guide on how to pause or cancel subscriptions.
Will I be charged any fees for using Stripe in my forms?
WPForms will never charge a fee for using Stripe in your forms. However,
Stripe will apply a 3% transaction fee to each payment processed through their platform if your WPForms license is inactive. Stripe may also charge its own fees based on your usage. For more details on Stripe’s fees, be sure to check out Stripe’s pricing tier breakdown.
That’s it! You can now set up one-time and subscription payments for your forms with the WPForms Stripe Pro addon.
Next, would you like to start boosting your sales? Be sure to check out our tutorial on optimizing your order forms to learn how.