Creating Your First Payment Form

Reading time: 5 minutes | Difficulty: Beginner

Overview

Create your first payment form in WP Payment Pal. By the end of this guide, you’ll have a working form ready to accept payments.

Prerequisites

• WP Payment Pal installed and activated
• PayPal account connected (at least Sandbox for testing)

Step 1: Create a New Form

1. Go to Payment Forms in your WordPress admin menu
2. Click Add New at the top of the page

Step 2: Configure General Settings

Enter basic information about your form:

1. Title: Enter a name for your form (e.g., “Product Purchase” or “Donation Form”)
2. Description: Add optional text that appears above the form
3. Form Type: Choose how the form displays:
   • Embedded – Shows inline on the page
   • Overlay – Button that opens a popup
   • Payment Page – Dedicated page at /pay/your-slug/

For your first form, we recommend Embedded.

Step 3: Set Up Price Options

Click the Price Options tab to configure what customers pay:

1. Click Add Price Option
2. Enter a Label (e.g., “Standard Package”)
3. Enter the Amount (e.g., 29.99)
4. The currency uses your default setting

You can add multiple price options to let customers choose.

Quick Price Option Examples

Use Case	Configuration
Single product	One fixed price option
Tiered pricing	Multiple options (Basic $10, Pro $25, Premium $50)
Donations	Custom amount with minimum

Step 4: Add Form Fields

Click the Form Fields tab to collect customer information:

1. Click the Add Field dropdown
2. Select Customer Name
3. Click Add Field again
4. Select Email

The Email field is required for payment receipts.

Available Fields

Common fields to add:

• Customer Name – Buyer’s name
• Email – Required for receipts
• Telephone – Phone number (optional)

Step 5: Configure Payment Settings

Click the Payment tab:

1. Payment Mode: Leave as “Use Default” for now
2. Enable Coupons: Toggle on if you want to accept discount codes

Step 6: Set Up Confirmation

Click the Confirmation tab to configure what happens after payment:

1. Confirmation Type: Choose “Message” or “Redirect”
2. Message: Enter a thank-you message

Example message:

Thank you for your payment! You’ll receive a confirmation email shortly.

Step 7: Publish the Form

1. Review your settings
2. Click the blue Publish button in the top right

Your form is now ready to use!

Step 8: Preview Your Form

After publishing, you can preview your form:

1. Look for the Shortcode shown after publishing
2. Copy it (e.g., [wppal_checkout form_id="123"])
3. Create a new page and paste the shortcode
4. Preview the page

Quick Test

Test your form in Sandbox mode:

1. Fill out all required fields
2. Click the PayPal button
3. Use test credentials to complete payment
4. Verify the confirmation message appears

Common Configurations

Simple Product Sale

• 1 fixed price option
• Name and Email fields
• Confirmation message

Service Booking

• Multiple price tiers
• Name, Email, Phone, and Date fields
• Redirect to booking confirmation page

Donation Form

• Custom amount (pay what you want)
• Name and Email fields
• Thank you message with tax receipt info

What’s Next?

• Embedding Forms on Your Website – Add forms to pages
• Setting Up Price Options – Advanced pricing
• Configuring Form Fields – All field types