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How to take payments using weForms

This tutorial will give you a step by step guide for how you can take payments using weForms from your forms. Note that you need weForms Professional, Business or Developer version to use Payment Module in weForms.

Enable Payment Module

First things first. You will need to enable the Payment Module from the Modules section of weForms. Go to

WP-admin→weForms→Modules and enable Payment Module.

Setting Up Global Payment Settings

After enabling, you need to configure your global payment settings to your liking. Go to

WP-admin→weForms→Settings→Payments and choose your desired options. 
We will show the tutorial for Stripe payments. For that you need will need Your Stripe Email, Publishable Key, Secret Key. You can get them from here.Because we are running a test case we will use the Test Publishable Key, Test Secret Key.

To learn more about global payment settings visit here.

Create A Form

At first, you need to create a form. Go to

WP-admin→weForms→All Forms→Add Forms→Blank Form or choose a Template

For reference, we created a form named Payment Form. You can learn more about forms in weForms from here.

Configuring Payment Settings Inside Forms

Go to your created form and select the Payment tab inside your form. There you will see PayPal and Stripe payment and options to how you want to configure them.Now select the Stripe. Set the Stripe Status as Enable and Stripe Mode as Test. The latter is set on Production as default. 

Test Payment In Stripe

Now if we go to the front-end view of the Payment Form and give the payment in Stripe it will redirect you to the Stripe page. In the pop-up page for Stripe, you will need to enter your credentials. After successful input, the payment will be done.

Managing Transaction

You will be able to manage the transaction from the form list menu. To see submitted payments go to Transactions menu under the form name.

 

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