The PayPal addon lets you accept registration fee payments, donations, and other transactions through your WordPress registration forms. This comprehensive guide covers setup, configuration, and usage of PayPal with the User Registration plugin.
Prerequisites:
✅ User Registraton & Membership Premium plugin.
✅ PayPal Addon.
✅ PayPal credentials.Install User Registration & Membership Plugin #
This guide assumes you have already installed and activated the User Registration & Membership Premium plugin along with the PayPal Payment addon. If you haven’t completed these steps yet, please refer to our documentation on:
Activate the PayPal Addon #
To activate the addon, follow these steps:
- Navigate to User Registration & Membership > Addons in your WordPress dashboard.
- Locate or search for the PayPal Payment addon and toggle to Activate.
Since the Payments addon can be activated in free version due to dependency with membership, users who need to add payment fields in form should activate User Registration Pro and PayPal addon.Global PayPal Payment Settings #
Once your premium plugin and PayPal addon are active, you’ll see the PayPal Settings options available in your plugin’s payment gateway settings. So, navigate to User Registration & Membership > Settings > Payments.
You will find the option to tweak the currency used and configure PayPal settings. The currency of the price is USD by default. There are plenty of currencies you can select from. Simply click on the Currency dropdown and choose the desired currency.
For the PayPal Settings, click on the drop-down menu, and you’ll get further details to fill in. So, configure the PayPal settings from here:
Mode: Sandbox or production mode. Sandbox mode for testing purposes.
PayPal Email Address: The email address of the payment receiver. Must be a business email.
Cancel URL: Redirect the user to a specified URL if they cancel payment after being redirected to PayPal.
Return URL: Redirect to the URL after the payment process is complete.
Client ID: Enter your PayPal API Client ID obtained from the PayPal Dashboard.
Client Secret: Input your PayPal API Client Secret key from the PayPal Dashboard.
Next, click on the Save button. Now, this is the global setting for PayPal, so that when you enable payment on your form, you don’t need to re-configure the details. However, if you want to configure different PayPal settings for a specific form, you can do so as well. Here’s how!
PayPal Configuration for Individual Form #
Now, you can set up payment fields to receive payments through PayPal. For that, you need to create a payment form with at least one payment field. Follow these steps below to create a Payment Form with PayPal enabled:
Step 1: Create a New Payment Form or Edit an Existing One #
Navigate to User Registration & Membership > All Forms > Add New to create a new payment form. Else, you can also edit an existing form.
For a detailed guide on creating a new form, you can read our documentation on creating a new user registration form. Step 2: Add Payment Field to Payment Form Pro #
After creating a new form, you can add the payment field to your form. Once you have completed installing and activating the addon, you can add multiple payment fields to your payment form.
Scroll down below the Fields to find the Payment Fields. Here, you’ll get all the available fields. You can simply drag and drop them to your form editor.
Note: If you have used membership field in the form, you cannot use Payment Fields.
The payment field includes five form fields. Each of them is listed below:
- Single Item: This allows you to add the Name, Description, and Price for a single item on your form.
- Total: This displays the total price of all selected items.
- Multiple Choice: This feature allows you to add various items and their corresponding prices, enabling users to select one or more items from the list.
- Subscription Plan: This is a membership field that can be used with membership.
- Quantity: This field can be mapped to a single-item field or a multiple-choice field. Using this, users can select the number of items they wish to purchase.
Note: Although the Range Slider field doesn't come under the Payment Field category as listed on the form builder, it can also be used as a payment field if required.
Let’s review the available payment fields in detail:
Single Item Field
This field can be used to represent the price of a single item. There are various options available in this field. Click on the form field, and you’ll see the Field Options on the left side of the interface.
Under the Advanced Settings, you can set the Item Price and Item Type.
- Enable Selling Price: Toggle to set the regular price and the selling price. When disabled, you can only put a regular price.
- Regular Price: You can then add the regular price of the item.
- Item Type: Choose between the following options:
- Pre Defined: Price will be defined by the admin.
- User Defined: Price will be defined by user (useful for donation form).
- Hidden: Price will be hidden in the form and will only be revealed at checkout.
You can also have multiple single items in the registration form with separate prices and item type. For e.g. in the form below, three single-item fields are chosen with separate item types.
In this case, the total of the three fields will be the product’s price: Registration Fee + Other Charges + Hidden Charge.
Enable Discount Option
In the Advanced Settings, after you enable the Selling price option you can set two prices: regular and selling prices. This lets you provide discounts to the users.
Selling Price: Here, you can define the selling price.
Multiple Choice
This allows you to add multiple items and their corresponding prices on your form, enabling users to select one item at a time. Additionally, there is an image choice option that allows you to add an image for each item, providing a more accurate representation of your items.
Enable Discount Option
You can enable the Selling price in the Multiple Choice field as well. Doing this will let you add two prices for an option. The first price will be the regular price, and the second one will be the selling price.
Quantity
This field can be mapped with the single-item field and multiple-choice field to allow the users to allocate the amount of the product they will purchase. In the field settings, you can select the field to map the quantity field with.
Now, when the user fills out the registration form, they will be asked to specify the quantity of the product they wish to purchase.
Total
The Total field will automatically calculate the total payment to be made by the user based on their selection.
Subscription Plan
It allows you to create a flexible subscription form where users can choose from different pricing tiers, each with its own recurring billing schedule and optional trial periods or expiration dates.
If you add the Subscription field, you also need to enable recurring payment for the plan. Here’s how to set up recurring payments.
Step 3: Enable PayPal Settings in the Form #
Next, you can configure PayPal settings for the form through Form Settings. To do this, navigate to Form Settings > PayPal Standard.
Enable PayPal Payment: Toggle to enable or disable the PayPal Payment Option.
Step 4: Override Global PayPal Settings in the Form #
If you enable PayPal payment in the individual form, it will, by default, inherit the global PayPal settings.
To override the Global Settings for PayPal on a particular form, toggle ‘Override Global Settings‘ and configure new PayPal settings.
Note: If you have used membership field in the form, you cannot use Payment Fields. Also, Payment Settings will not be available, the global setting will be used.
Step 5: Override Global PayPal Settings in the Form #
The plugin also supports Recurring Payments. To charge users on a periodic basis, you can enable recurring payment on the registration form, and then the users will be charged periodically. To do so, toggle Enable Recurring Subscription Payments.
- Plan Name: Give a name to your recurring plan.
Recurring Period: Select the frequency at which the next transaction will be done. - Recurring Period: Select intervals between recurring payments, e.g., 15 days, 5 weeks, 6 months, and so on.
Click on the “Update” form to save your changes.
PayPal Payment Behaviour #
To test the payment, you can register and make a payment as a new user on your site. You might see similar behavior as shown below:
Users can view their payment status from the payments tab on their My Account dashboard.
Also, they can download their payment receipt:
Admins can view the users’ payment status through User Registration & Membership > Payment History.
Also, the admin can view the transaction in detail by clicking on the View button under the Action tab of the user.
Payment Related Email Settings #
You can also configure different email settings for sending and receiving emails for payment processing. You can customize the emails from User Registration & Membership > Settings > Emails.
For the admin email, click on the To Admin tab and look for Payment Success.
Now, click on the Configure icon to customize the email content. Once everything looks alright, save the email configuration.
Similarly, you can also customize the email sent to the user from the To User tab.
Compatibility with Conditional Logic Pro #
User Registration & Membership Pro allows you to enable conditional logic using the Conditional Logic addon. So, enable Conditional Logic on your website.
You can not only integrate conditional logic on each form field, but also on both payment options. This lets you set up a more responsive and situationally adaptive payment for your users.
How to allow users to choose between PayPal and Stripe payments? #
If you have both the PayPal standard and the Stripe add-ons, you can offer your customers a choice between the two payment methods.
For this, insert a radio button field on your form. Then, add PayPal and Stripe as the two available options to choose from.
Also, drag-and-drop the Stripe field so that users can enter their credit card number after selecting Stripe as their payment method.
Now you can use the conditional logic on the Stripe Gateway field so that the users will get the Stripe field only after they select Stripe as their payment method.
To set the conditional logic, click on the Stripe Gateway field and enable conditional logic through Field Options on the left.
Next, follow the steps below to use conditional logic for PayPal and Stripe.
- Go to the form’s settings.
- Select PayPal Standard/Stripe Payment.
- Toggle to enable the ‘Use conditional logics‘ option.
- Apply the conditions for PayPal and Stripe one after the other as shown in the figures below. The first one is for PayPal, and the second one is for Stripe payment.
After you set up the conditional logic, Update the form. Now, as a new user, test the conditional behaviour.
Here’s how users can choose between PayPal and Stripe and the form behaviour:
