Payment Settings

Introduction

With Wufoo you can collect payments after somebody successfully submits a form. Prices used to determine how much to charge a user are configured in Wufoo, and payments are processed through third party merchants, like PayPal, Google Checkout and Authorize.net. The status of the submissions made through a payment enabled form can be easily tracked in Wufoo’s entry manager or reporting system so you know who has or hasn’t successfully paid.

Requirements

The first thing you’ll want to do in order to payment enable your form is configure the payment settings inside of Wufoo’s admin interface. The Payment Settings for a form can be accessed from the Form Manager by clicking on the “Payment” button under the form’s name. The first step in setting up a payment enabled form is to specify which payment gateway you’re going to be submitting the form to. In order to do this you’ll have to supply some credentials, and you can also configure the currency and language for PayPal integration only.

Merchant Setup

Wufoo must collect information regarding your merchant account so the merchants can validate that the account we’re sending your customers is in fact yours. The different merchant accounts ask for different information, so please visit the related documentation above to your specific merchant if you have questions about the information required.

Sandbox Mode

For our users that want to test out their payments without having to pull out their credit cards and void charges over and over again while tweaking their forms, we’ve added the ability to set your forms to submit payments in Sandbox Mode.

Now, you can go all the way through the payment process on a Wufoo form and those transactions won’t actually charge your real credit card. This option is available to users utilizing any of the PayPal gateways (not PayPal Standard), Authorize.net and USA ePay.

Please note that you will need to sign up for a sandbox account in addition to your regular merchant’s account. Here are the links to the Sandbox modes we support:

• PayPal Sandbox

• Authorize.net Sandbox

• USA ePay Sandbox

Payment Options

Currency

Enter the currency you would like users to pay you in. This option is only available to PayPal and it will be reflected in the merchant checkout screen. Be sure to update any Wufoo price fields you have to reflect the proper currency as well. Here are the list of currencies we support:

Language

This will change the language of the merchant checkout screen. This option is only available to PayPal and this setting defaults to the language of your form.

Preview Payment Page

Clicking this button will open a pop-up window showing off a preview of what the Payment page will look like after the user fills out their Wufoo form. This allows you to see how your selections will affect the Payment Page without having to actually fill out your form. This preview allows you to see how your themes, selections and copy affect your payment page and email invoices.

Show Running Total

Checking this off will show the price amounts and the expected total cost of transaction to the user as they are filling out the form. The running total will show to the right of the fields with the total amount at the top and the individual priced items associated with the options selected beneath it like so:

The running total will also stay at the top of the web page if the form is a long vertical form that requires scrolling by the user. This allows it to always be seen without having to scroll back to specific place on the page.

Collect Shipping Address

Shows an extra address field that allows you to collect the shipping address from the user if it’s different from the billing address collected on the payment page.

Pre-Populate Billing Information

You can use the information collected by the address fields in your Wufoo form to pre-populate the fields on your payment page. You can pre-populate the First and Last name of the credit card field using a Name field on your Wufoo form, the Shipping and Billing address based on an Address field and the email field for sending the receipt to the user based on an Email field in your form.

This option is available for all PayPal integrations, Authorize.Net and USA ePay and allows your users to more quickly get through checkout without having to retype all their information.

Limit Card Types Accepted

This one is for the users that use merchant accounts with our payment integration features that don’t accept all of the big four credit cards (VISA, MasterCard, American Express and Discover), we added a feature to allow you to only show the images of the credit cards you can accept through your merchant.

Just check off the credit cards that you want to show under the blue Payment Options section in the Payment Settings interface and you’ll see those options reflected on the Payment Summary page like so:

This feature is available for users setting up Payment Integration with PayPal Payments Pro, Authorize.net and USA ePay.

Allow for eCheck Payments

If you want to allow your users to pay by check, but you don’t want to have to wait for a physical check to arrive in the mail, you can enable this eCheck support for Authorize.net, which enables your users to either pay via credit card or through a consumer or corporate bank account. Here’s what the interface looks like when your users select eCheck on your payment forms.

Please note that this is only available for Authorize.net and your account must be specifically configured to accept eChecks. To learn more about, and to activate this feature, please contact Authorize.net

Email Receipt to User

You can have your payment form request an email address from your users so that they receive an invoice / receipt of the transaction for their records. These invoices can be customized with your own message, footer and data from our templating system. Just click on the Customize Invoice Email button to access those receipt options.

Assigning Prices

Configuring the payment settings can be thought of as an equation. As you add a field from your form to the equation, the amount of money that can be received per form submission will change. The third step of the payment settings allows you to add fields to the equation, and to get a visual overview of what your users will have to pay you in order to submit the form.

The first thing you will see is a drop down box listing available fields. There are four types of Wufoo fields that can be added to the equation: Price, Drop Down, Multiple Choice, and Checkboxes. We will cover how each varies in the pricing section. To add a field to the equation, select it from the drop down and click the “Add to Total” button. If your form does not have any of the four fields, or if all of your fields have been added to the equation already, the drop down will state that there are no more available fields.

Once a field is added to the equation, a price can be set for the field. There are four different types of prices.

• The Base Price is a charge that you can set just for filling out the form. This defaults to 0, but if you would like to charge per submission, this is the option you would use. This is ideal for forms such as an event registration form, where every users is required to pay a minimum (base) fee to attend an event.

• A Multiple Choice / Drop Down Price is one where the user can only select one option for the field. If the options were red, green, and blue, the user may only select one and a different price may be assigned to each option. The users selection determines what they will be charged. This works great where the user must make a choice, such as deciding between a “Standard Package ($10)” or a “Gold Package ($20).”

• A Checkbox Price is one where the user can select multiple options for the field. An example use of this would be where the user can choose multiple add ons in the checkout process. The user may be presented with “Stickers ($2),” “Buttons ($3),” and “Magnets ($4).” They can choose any combination of the three.

• A User Determined Price is based off of the Wufoo price field. This is simply a text input where the user decides how much they wish to pay you. If they enter $5, then they will be charged $5 upon checkout. The best use of this is for a donation form.

A price can be assigned by typing the desired value into the text box next to the option in the payment settings. The price that you type will also be reflected in the visual equation. Using the example in the screenshots, the equation will update to show “Buy a Wufoo T-Shirt! ($15-$19).” The price range shows how much you could get paid depending on the users selection.

To ensure that your payment settings are saved, you must click “Save Settings” in the top right. If you wish to discard changes you have made, click the “Cancel” button.

Negative Prices

When you’re assigning prices to your choices and fields you can also set negative price values. With the ability to add negative values, you can set up your form to have certain choices deduct from the shopping cart’s total price.

This feature opens the door for you to do some pretty awesome stuff. For example, you can create coupons and discount codes with your payment form using logic and branching in conjunction with negative payment values. This feature is automatically available and supported by all of our integrated payment processors.

The Payment Page

The user experience will differ depending on which payment process you chose to integrate with. Below is an example event registration form that has been configured to integrate with Authorize.net.

We recommend taking a look at the different merchant provider documentation.

Viewing Payment Info in Wufoo

When a user successfully submits a payment enabled form, the data is fully integrated into Wufoo.

• If you have email notifications set up, you will receive an email notification as you normally would.

• The Payment Status, Confirmation Id, and Amount are stored in Wufoo.

• In the Entry Manager, payment data can be viewed on a per entry level.

• Using reports, payment data can be placed in the grid, graphed, and exported to Excel and CSV.

What types of fees are involved with using Wufoo’s payment integration system?

Wufoo only charges you the normal monthly fees associated with a paid Wufoo subscription and there are no extra fees for merchant integration. The merchant accounts, like PayPal, will charge you a transaction fee for each successful payment they process on your behalf. This transaction fee varies between merchants, and we recommend researching the different merchant solutions and familiarizing yourself with their payment structures.

When I view an entry or report, why isn’t the payment status being correctly updated?

If your payment status is not being updated correctly then you probably do not have your merchant account configured properly to send the status updates to Wufoo. Please view our information on how to configure your Authorize.net and Google Checkout accounts.

Can we receive an email when a payment is successfully made?

Wufoo can send you an email every time a form is submitted, but you will need to configure your merchant account to send you an email when a payment is made.

Can I add taxes or shipping costs?

We do not offer this functionality in Wufoo at this time.

Can I have the user specify quantity?

There is no method of adding quantity to a single item, but with a dropdown or radio field, you can specify different prices to different answers to specify quantity. For example:

Q: How many t-shirts would you like?

• A1: 1 Tshirt - $5
• A2: 2 Tshirts - $10
• A3: 3 Tshirts - $15

Is there a way to make my users pay or only collect information from people who successfully pay?

Information is automatically collected by Wufoo when a form is submitted, so it will be in our database even if the user does not successfully pay. If you would like to view all paid users or all unpaid users, you can filter entries in the entry manager to only display specific submissions.

How do I allow users to pay by check?

If you’re using Authorize.net as your payment merchant and have your account specifically configured to accept eChecks, you can use Wufoo to collect and process your users bank information. Just check off the Allow for eCheck Payments in the Receipt Settings when setting up your Authorize.net integration.

If you want to manually process the checks by having the user mail it in after filling out the form, you can use our Rule Builder to design a form to skip the payment page if they select a checkbox that indicates that they want to pay by check instead. Just follow our tutorial for creating forms that offer a pay by check option

Which integrations will support recurring billing?

Currently, Wufoo supports direct recurring billing through PayPal Standard. This integration will allow you to choose one billing frequency in which will apply to all incoming entries/transactions. 

We also integrate with Chargify.com for advanced recurring billing setup. This integration is a solid go-to for subscription-type services. You can read more about the setup on the Wufoo Blog.