Collecting Payments Through Your Form

With any paid plan, you can set up one of our payment integrations to collect payments from people who fill out your form.

To collect payments through a form, or to access the Payment Settings page for an existing payment form:

  1. From the Form Manager, click Payments next to the form you want to collect payments with.
  2. In the Merchant Setup section, choose and authenticate the merchant you want to use to collect payments (for example, Stripe).
  3. In the Payment Options section, choose the currency you want people to pay you with, and configure any of the optional settings.
  4. In the Assign Prices section, set the prices for your form so Wufoo knows how much to charge the people that submit your form.
  5. Select Enable Payment in the upper-right corner of the page.
  6. Click Save Settings.

Video Overview

 

Merchant Setup

A merchant is the third-party payment processor that will process your transactions and settle your payments.

Choosing the Right Merchant for You There's lots to consider when choosing a merchant. Compare the features available with each merchant to make sure you choose the one that works best for you: Choosing a Merchant

Authenticating Your Account

Once you choose the merchant you want, the information you'll need to enter to link your merchant account to Wufoo is different depending on the merchant you choose. The following articles include an overview of how each payment integration works and how to set it up in Wufoo:

 

Payment Options

Payment Options are the settings that control things like what fields appear on the payment page, who gets receipts, what info those receipts include, and more. Available payment options vary by merchant.

List of Payment Options & Descriptions
Payment Option
Description
CurrencyDetermines the currency of the payments you'll receive, which will be reflected on the payment page. You can only set one currency per form.
Set up Recurring BillingSet the frequency at which you want to request payment from the people that submit your form. This Payment Option is only available in the Wufoo UI if you're using PayPal Standard, but you can also set up recurring billing with Chargify and Stripe Subscription Billing, outside of Wufoo.
Collect Shipping AddressAdds a shipping address section to the payment page where people can select a "Same as Billing Address" checkbox if their billing and shipping address are the same, or they can enter a different shipping address.
Email Receipt to UserAdds an "Email Receipt To:" field to the payment page, where people can specify an email address to send a copy of their receipt to. You can also use Templating to customize the receipt emails with information specific to the person's entry, and other form and transaction metadata, like the unique ID for the transaction, or the purchase total.
Email Copy of Receipt to MeEnter your email address to receive a copy of each receipt to your inbox. If you want to send receipts to more people, you can enter up to 20 email addresses in this field, separated by commas.
Limit Card Types AcceptedBy default, your payment page will accept Visa, Mastercard, American Express, and Discover cards, but you can deselect the card types you don't want to accept through your form.
Allow for CouponsAdds a field to your payment page where people can enter a coupon code to get a discount. You'll need to set up the coupon codes in Stripe (Subscription Billing only) or Chargify.

If you're using a different merchant but would still like to set up a coupon code system, you can assign negative prices to certain fields in your form, and use the Rule Builder to create a dynamic coupon system. Learn more on our blog: How to Create a Coupon System for Your Wufoo Payment Forms
Allow for eCheck PaymentsAdds the ability to accept payments from consumer and corporate bank accounts, via eCheck.net. Your Authorize.Net account must be specifically configured to accept eChecks to use this payment option.
Email Invoice to UserAutomatically emails a Freshbooks invoice to the client after they submit your form. The invoice will be sent to the email address they entered in your form, so make sure you've included an Email field. If you leave the Email Invoice to User option deselected, instead you'll just need to manually review invoices in your Freshbooks account before sending them off to your clients.
Pre-Populate Billing InfoPulls the answers from the Name, Address, and Email fields on the form and pre-populates them into the Credit Card Name, Billing Address, and Email fields on the payment page. People filling out the payment page will still be able to edit these fields if they need to.
 
Show Running TotalAdds a running total to the form itself, so people filling out your form can see their total before proceeding to the payment page. Watch this Running Total Video Tutorial for more information.
 

 

Assign Prices

Assigning prices tells Wufoo what to charge the people who fill out your form. You can set a fixed amount that everyone needs to pay as the minimum fee, assign prices to individual fields on your form, or both.

For example, if you're building a registration form and everyone needs to pay the same minimum registration fee, you could set a Fixed Amount. If there are optional add-ons or special tickets that cost extra, you can also assign prices to individual fields on your form that people may select to sign up for those options.

Setting a Fixed Base Price

A fixed amount is a base price that everyone needs to pay if they submit your form, regardless of what answers they select.

To set a fixed amount:

  1. In the Fixed Amount field, enter a name for base fee. This name is what appears on the running total as people fill out your form, and on receipts.
  2. Enter a price into the $ textbox. This is the price that every person that submits your form will be charged on the payment page.

In the Fixed Amount field, enter the amount you want to charge every person that submits an entry to your form, regardless of what answers they select. If you don't want to charge a base price, set this field to 0.

Assigning Prices to Individual Fields

You can assign prices to answer choices from Dropdown, Multiple Choice, Checkboxes, or Price fields.

Price Fields

Since Price fields let people enter their own price, you don't have to assign your own prices to these fields. However, you do need to enable payment for them so that the prices people enter will register with your payment integration.

To enable payments for a Price field:

  1. First, make sure the Currency Format you selected in the Field Settings of the Price Field matches the Currency you selected in the Payment Options.
  2. Go back to the Payments Settings page by clicking Payments next to your form in the Form Manager.
  3. From the Assign Prices to a Field dropdown, select the Price field from your form.

Dropdown, Multiple Choice, and Checkboxes Fields

To assign prices to these field types:

  1. From the Assign Prices to a Field dropdown, select a field from your form.
  2. In the textbox next to each answer choice, enter the price you want to assign to that choice. This can either be a positive or negative number (just add a - before the price to make it negative):
    • If you enter a positive number, and someone chooses that answer choice when they fill out your form, the price associated with that choice will be added to their total.
       
    • If you enter a negative number, and someone chooses that answer choice when they fill out your form, the price associated with that choice will be deducated from their total.
       
    • If you enter 0.00, and someone chooses that answer choice when they fill out your form, their total won't be affected either way.
  3. Repeat steps 1 & 2 for any other fields you want to assign prices to.
Allowing People to Buy More Than 1 of Something There's no way to add a quantity dropdown next to a field, but you can use a Dropdown or Multiple Choice field to offer different quantities, and then assign prices to each quantity. Learn more: How to Be Even More Clever with Quantity Fields
Adding Tax or Shipping Costs

At this time there's no way to add taxes or shipping costs, but you can take these added costs into account when you assign prices. If you want to add tax, we recommend adding that percentage of tax to the price of each item in your form.

 

Managing Your Payment Form

Once you share your payment form with the world, here's what you need to know about managing your payment form moving forward.

Disabling Payments

If you want to stop collecting payments on a form, you can disable payment at any time:

  1. Click Forms at the top of any page.
  2. Click Payment under the form.
  3. Deselect Enable Payment in the upper-right corner of the page.
  4. Click Save Settings.

If you ever want to re-enable payments, we'll remember your payment settings so it's easy to start collecting payments again.

Monitoring Payment Status in the Entry Manager

To view the payment status for an entry:

  1. Click Forms at the top of any page.
  2. Click Entries under the form you want to check.
  3. Click See all entries.
  4. Click an entry in the table—the payment status will be listed on the right side of the page.
Payment Info
Description
AmountThis is the total amount that was charged, regardless of whether or not the charge was actually paid.
StatusThis tells you if the charge was paid, unpaid, or denied. By default, the status of any submission will be “Unpaid”. If your merchant account is set up to notify Wufoo, the status of the submission will be updated as it's either processed or denied by the merchant. You can manually change the payment status by clicking on it.
ConfirmationAll merchants create a transaction or confirmation number for a payment.

You can also include payment status information in the datagrid widget on a report.

With any paid plan, you can use one of our payment integrations to collect payments from people who fill out your form. Learn about the 3 steps you need to complete on the Payment Settings page to get your payment form up and running: Merchant Setup, Payment Options, and Assign Prices.

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