Setting Up Your First Order Form

March 24, 2022

Do you want to sell single/multiple items, collect subscriptions, or get donations online via an online form? You’ve come to the right place to do that. You can even collect payments from your Facebook Page.

For this example, we’re going to use PayPal Personal to illustrate how to create an order form with payment integration. However, this guide applies to all of our payment tools. Follow the video or text-instructions below to set up your first order form.

Setting up Your Payment Account and Products

1. On the Form Builder page, click the Add Form Element button, go to the Payments tab, then select PayPal Personal.

2. Enter your PayPal account email address, Currency, and select your Payment Type. In this example, we’ll choose Sell Products.

PayPal Standard Integration

3. Optionally, expand the Additional Gateway Settings section. Under this section, you can find additional settings for your payment getaway:

  • Users Can Select Multiple Products – select “Yes” if you want users to be able to select multiple products.
  • Show Total Price on the Form – select “Yes” if you want to show the total amount on the form.
  • Sandbox Mode – the PayPal Sandbox is a self-contained, virtual testing environment that mimics the live PayPal production environment. It provides a shielded space where you can initiate and watch your application process the requests you make to the PayPal APIs without touching any live PayPal accounts.
  • Authorization Only – enable this option if you want to collect orders and charge customers at a later date. To learn more about this feature, check this guide: How to Enable Payment Authorization.
  • Require Shipment Address – if you’ll be shipping a product to the user or need an address for some other purpose, select “Yes”.
  • Checkout Language – select the language to be used on your checkout page.
  • IPN Relay URL – allows you to send the IPN data from PayPal to your own URL. For more information, please check the user guide: PayPal Incomplete Payments.
  • Pending Payment Email  this option allows you to send an email to customers who fail to submit their payment on time. See this guide for more details: How to Set up Incomplete Payment Notification Email.
  • Clickable Image Preview – enable this option to open product images in a lightbox window.
  • Use Decimals – this is enabled by default. Select “No” if you don’t want to use decimals.
  • Decimal Separator – you can choose to use decimal points or commas.
  • Redirected PayPal Page Style – to learn more about this, see this page from PayPal: https://www.paypal.com/customize.
  • Checkout Logo – you can elect to display your custom logo on the checkout page. The image you upload will replace your email address and/or merchant ID.
  • Checkout Cart Color – you can designate a border color to appear around the selected product items on the checkout page. Here’s an example of the checkout logo and color.

Scroll down to the bottom and hit the Continue button to save it.

4. On the next screen, click the Create New Product button.

Creating a new product

5. Add a Name for each product and a Price (with no currency symbol). Optionally, it is possible to upload or add images for your product, enter a short description, make the product required for submission or preselect it by default. When the information has been entered, click the Save button to save it.

Setting up the product's basics

6. Rinse and repeat steps 4 and 5 to add additional products, or click the close (X) icon at the top right to finish the payment wizard.

Finish the Payment Setup Wizard

Adding Options to Your Products

If you are selling a T-shirt, you can ask users to select a quantity, color, and size. In order to accomplish these in our example, we’re going to add quantity, color, and size options.

  1. On the Products tab, click the Pencil icon on the product you just added.

2. Scroll down and click the Add button on the Add a Quantity Selector section.

3. Select “Dropdown” or “Textbox” on the Show Quantity on the Form as option. Set your desired Label and Range, then click the Save Quantity button.

4. Click the Add button on the Add a Product Option section.

5. Select “Color” from the Populate Options from Presets section, customize the color options at your discretion then click the Back button. All changes will be saved automatically.

6. Click the Add button on the Add a Product Option section again and this time, select “T-Shirt Size” from the Populate Options from Presets section. Another option will be automatically saved.

Your product requires more options? Additional options described in our detailed guide about Product Options. In addition to Product Options; Stock Control can be added for your products as well.

After the final stage, your product will be added with all additional options you need:

This is how our final order form looks like:
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