PayPal
If you have an account with PayPal, you can use our PayPal integration to take payments directly on your online form. our payments will be securely taken in PayPal.
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This documentation assumes you have experience creating forms in Advanced Forms. If you do not, read the Getting started documentation to begin creating forms. |
Adding the payment field
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Set up a form with all the required fields, then drag in the Payment field.
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In the Question field, enter a heading such as Pay Now or Credit Card Details.
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Select Tick if answering this question is compulsory if users must make a payment before they can submit the form.
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Choose Paypal as the payment provider.
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Enter a payment amount without a currency symbol but with a full-stop (period) decimal point. For example,
100.00.If your payment amount depends on the user’s choices on the form, please enter a default amount here. -
Enter your PayPal Merchant ID and decide whether to use Test Mode.
If you are testing and do not yet have your merchant ID, you can select Enable Test Payment mode and use our test Merchant ID:
4VD24TLPBH7Y2.To use your actual PayPal account, clear Enable Test Payment mode and enter your Merchant ID.
To obtain your merchant ID:
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Log in to your Paypal account.
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Click the settings cog in the top right.
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Click Business Information.
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Copy the PayPal Merchant ID.
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The rest of the fields can be left blank.
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Optional: Dynamically change price
If you want the payment amount to change depending on what the user selects in the form (for example, making a product selection), do the following:
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Select the Change price dynamically based on form choices field.
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Return to your form and add field(s) to determine the price.
There are two methods which you could use.Selection amounts
Use one or more of these field types and ensure the option includes a currency symbol (
$):Multiple fields that contain a currency symbol will be combined to total the final payment amount.
Precalculated amounts
Use a Short answer or Calculation field named Amount to set an amount. The payment price will be taken from this field.
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Save your form when you are finished editing.
