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Let Customers Choose Between Check or PayPal

How to Let Customers Choose Between Check or PayPal Payments

by Lindsay Liedke on May 10, 2018

Want to know how to let customers choose between check or PayPal payments on your website’s order form? Giving customers the option to choose the way they want to pay is a great way to boost sales.

In this article, we’ll show you how to give customers the option to choose between paying with a check or using PayPal to pay for their order through your WordPress order form.

1. Create an Order Form

The first thing you’ll need to do in install and activate the WPForms plugin. Here’s a step by step guide on how to install a plugin in WordPress.

Next, you’ll have to create an order form. You can see our tutorial on how to create a simple order form in WordPress.

The default form comes with Name, Email, Phone, Number, and Address, Available Items, Total Amount, and Comment or Message form fields.

However, to give people the option to choose from multiple payment options, we’ll need to add additional form fields.

2. Add Optional Payment Fields

We recently received a question from one of our loyal customers asking how to give customers the option to pay for their order via check or PayPal on their WordPress order form.

So, in an effort to show you how to make more money online, and give customers their choice of payment option, our example will have the optional payment types Check and PayPal.

To do this, we’ll need to open the Form Editor and add a multiple choice form field to our order form. All you have to do is drag the Multiple Choice form field from the left panel to the right hand side.

Then click on the form field to edit it.

Form Editor - Add Multiple Choice Form Field

Next, we’ll label the Multiple Choice form field Payment Options and add the two options we want to give people:

  1. Check
  2. PayPal

Payment Options

Now, you’ll need to configure the order form settings.

3. Order Form Settings

Once you create your form, you’ll need to configure the order form to work right.

To start, you can set up form notifications that automatically send out to you, your team, or even your customers once a form is submitted.

Form Notifications

This will make sure that the right people on your end know when a form has been submitted. It also ensures your customers receive a notice that their order form was submitted.

You can also send multiple form notifications to customers, or automatically send an order form email receipt so customers have record of what they purchased.

Next, you’ll need to configure the confirmation message that people will see once they submit your order form.

Confirmation Message

You can also redirect them to a thank you page if you prefer.

Lastly, you’ll need to connect to your payment provider, in this case PayPal, by clicking on the Payments tab on the left hand side.

Payment Configuration

Luckily, WPForms integrates with both PayPal and Stripe for accepting payments on your forms. But, in this example we’ll only use PayPal.

PayPal Configuration

Now complete the following:

  • Click the Enable PayPal Standard payments
    checkbox
  • Add your PayPal email address
  • Make sure the Mode is set to Production
  • Choose the payment type to be Products and Services

4. Enable Conditional Logic

Before you save your PayPal payment settings, you’ll need to enable conditional logic so that when customers submit your order form they have the option to choose which payment method they want to use.

Start by clicking on the Enable conditional logic checkbox.

PayPal Conditional Logic

Once you do this, select Process this charge if Payment Options is Paypal.

PayPal Conditional Logic Configured

Click Save.

Now, any time a customer wants to pay for their order using PayPal, and they click that multiple choice option on your form, they’ll automatically redirect to their PayPal login screen to finalize their purchase.

And, if they prefer to pay via check, all they have to do is click the Check multiple choice option and pay that way.

And there you have it! You now know how to let customers choose between check or PayPal payments on your WordPress order form using smart conditional logic.

If you want to learn some ways to help boost order form sales, check out our helpful guide on how to combat order form abandonment.

So, what are you waiting for? Get started with the most powerful WordPress forms plugin today.

And don’t forget, if you like this article, then please follow us on Facebook and Twitter.

Comments

  1. Thanks for reading this article – I hope you found it helpful.

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    1. Hi Dave,

      We don’t currently have integrations available for either of these services, but I’ve noted those on our feature request list. Thanks for the suggestions! 🙂

  2. Hi, has there been any updates regarding the notification emails for using Paypal. Previously, even if someone submits the form but fails to complete the payment process on Paypal’s website, the notification email is still sent. We only want to get the email notification if the payment was successful.

    1. Hi Gene,

      That’s correct, and notifications can’t currently be delayed in this way. This is on our feature request list for consideration in the future, though, and I’ll add your request to that as well 🙂

      In case it helps in the meantime, you might consider either using Stripe (unlike PayPal, a Stripe payment is pre-processed before the form is allowed to submit) or modifying the content of the email to include a note about the pending payment.

      And if you have any other questions about this, please feel welcome to get in touch! 🙂

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