There are a few different payment processes that are typically used with Gravity Forms that need to accept payments. Below are the basic setup steps required for Stripe and PayPal:
Note that each will need to be added then activated, like any other Plugin, via the Add-Ons tab in Gravity Forms.
- Make sure you have the Stripe account login, so you can easily access all of the info we need.
- In the sub-menu of the Forms tab, go to Forms > Settings > Stripe.
- In a new tab, log into the Stripe account at stripe.com.
- Go to Developers > API keys.
- Copy over the Publishable and Secret keys into Gravity Forms.
- Back in the stripe.com tab, toggle “View test data” on and copy the testing keys over as well.
- In Gravity Forms, scroll down to the Stripe Webhooks section and check the Webhooks Enabled? box. Then, click “View instructions” and follow these steps to add the URL to stripe.com.
- Update Settings in Gravity Forms.
- Now, go back to the form itself and click through the Settings > Stripe.
- Add a Stripe Feed here or first add a Credit Card field to the form, if you haven’t.
- Name the feed, select a Transaction Type and Save.
- Test your form by going back to Forms > Settings > Stripe and setting the API to Test. Remember to switch this back after testing is complete.
Before you start, you will need the email address linked to the PayPal account that will be receiving payments.
- Go to Forms > Settings > PayPal
- Follow the instructions here to enable IPN in the PayPal account, then check the Confirm box and Update Settings
- Navigate to Forms > Your Form > Settings > PayPal
- Click to set up a new Feed
- Name the Feed, add in the PayPal email Address and set the Mode to Test.
- Select the Transaction Type.
- Make sure the Payment Amount is set to Form Total, unless otherwise specified.
- Check through the other options here to see if any need to be changed or customized for your setup.
- Update Settings
- Test the form connection to PayPal, then set the Feed back to Live after confirming it is working
Additional documentation can be found for Stripe and PayPal if necessary.