Payments Guide: Setup payments on Registration form using Products  


Payments Guide: Setup payments on Registration form using Products

Hello RegistrationMagic users and enthusiasts!

Want to accept payments from your WordPress sites along with user registrations? You’ve come to the right place then. RegistrationMagic, already being the most acclaimed user registration plugin for WordPress, also allows you the flexibility to accept payments in addition to user account registrations. We have solely dedicated this guide to help users like you in setting up payments using RegistrationMagic. It is a simple three step process, described below. Follow along as we walk you through.

Step 1 – Payment Configuration

Before we do anything with the forms themselves, they will eventually be used to accept payments, we’ll have to enable Payments from RegistrationMagic’s Global Settings screen. To reach the Payments settings, just click on the Global Settings link under the RegistrationMagic dashboard menu. On the Global Settings screen, you will see many categories of settings. Find and click on the Payments link.

Global Settings for Payments

From the Payments settings screen, you are allowed to configure multiple payment processors. But for the purpose of this guide, we are going to setup only PayPal. Once you have understood the method for stetting up PayPal, you can setup any other payment processors in similar way. Moving forward, please enable the checkbox next to the PayPal logo…

Payments Settings

…and click on the adjoining configure link as well. Clicking on this link will open up a popup box which will require you to add your PayPal email address and set whether you want to enable test payments or not. Test payments are useful if your site, or form, is still in development stage and not live to the public yet. You can also setup any checkout page styles from this popup that you may have created from your PayPal account. A detailed description of all the settings on this screen can be viewed from our Knowledgebase here.

Configure Payment Processor

Step 2 – Create Product

Next step after configuring the global Payments settings is creating a Product.

Forms, by themselves, only act as an interface to accept payments. It is Products that do all the heavy lifting backstage to make payments really work with the forms. Therefore, you’ll first have to create a Product and then add that Product to any form(s) of your choice using the ‘Add Product’ form field. Letting Products handle payments also decouples it from individual forms, the benefit of which being that you get to use one Product for payments in as many forms as you want, as many times as you want. Payment configuration will not remain bound to any particular form.

Enough talk, you say? Let’s get to the action then. Proceed ahead by clicking on the ‘Products’ menu item under the RegistrationMagic dashboard menu. This will lead you to the Products screen. If you have no products created already, the default message on this screen will tell you what you need to do.

No Products in List

Assuming you haven’t created any Products already, just go ahead and click on the ‘New Product’ link at the top, just underneath the Products heading. Next up, you will now see a screen that will allow you to create a new Product. Use the help-texts on the right of each setting to know more about them. A detailed description of all the settings on this screen can be viewed from our Knowledgebase here.

Create New Product

After adding all the required details, click on the Save button to create the new Product. It will now appear in the all Products list.

New Product in List

Step 3 – Add Product to Form

After going through Steps 1 & 2, you must be fired up to accept payments from your RegistrationMagic forms. Well, keep your enthusiasm high as we are going to go through this last step fairly quickly. All you need to do is just add a new field to the form of your choice. To do this…

  • Click on the ‘Fields’ link at the bottom of the form card from the all forms screen.

Form Card

  • Click on the ‘Add Field’ link that’s just beneath the ‘Fields Manager’ heading.

Add Field Link

  • Select the field as ‘Add Product’ field.

Add Field Popup

  • Choose the Product you just created and click on the ‘Add to Form’ button.

New Field Product
The payment will now show up on the form once you publish it live using the form’s shortcode. You can also preview it on the front-end by clicking on the ‘Preview’ link on the Fields Manager screen.

Step 4 – Add Variable Quantities and Total Price to Form

This step is optional. If you are interested in following two features, follow this article: How to Add Variable Quantities and Total Price to Registration Form Payments

  • Allow customers to choose ‘Variable Quantities’ for your Product fields
  • Display ‘Total Price’ at the bottom of your form

Let us know if this guide was helpful or not by posting a comment below. Your feedback will be immensely valuable in helping us make RegistrationMagic even more productive and fun to use.

We’ll keep on adding more guides like this to assist RegistrationMagic users on their way to a more wholesome user registration experience. Till then, keep exploring the various other possibilities of RegistrationMagic on your own; we assure there are aplenty.

1 Comment

  1. […] Note that this article is part of RegistrationMagic Payments Guide. Access complete guide here: Payments Guide: Setup payments on Registration form using Products […]

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