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How to Add Payment Gateway to the Form

How to Add Payment Gateway to the Form

From this tutorial, you will learn which manipulations you have to do to add the payment gateway settings to the form editing page and set the PayPal payment system afterward.

Before you start, check the tutorial requirements:

Payment systems are really convenient for users, especially if they are from another country. JetEngine has an option within its Forms functionality that allows you to add payment gateways easily. This tutorial will give you a detailed guide on what to do to enable that option and how to customize the settings of the payment system afterward.

Enable Gateway Settings

On your PC, go to the directory where you have installed WordPress and open the htdocs > wp-content > themes > your-website-child-theme folder. 

functions file

Open the functions.php file with the Notepad app and add the following code:

add_filter( 'jet-engine/forms/allow-gateways', '__return_true' ); 
adding code to functions file

Don’t forget to save the file. After that, the Gateway Settings section will appear in all form editing and creation windows. Currently, there are only two gateways:

paypal and stripe checkouts in gateways settings

Get PayPal Client ID and Secret Key

In order to set it up correctly, you need to register your PayPal app and receive the Client ID, as well as the Secret Key for your authentication. 

Go to the PayPal developer’s website and hit the “Log Into Dashboard” button. If you already have an account, log into it. Otherwise, create one.

paypal account creation form

According to the official PayPal Developer tutorial, you need to switch from “Sandbox” to “Live” when working with a non-test form. Proceed to PayPal Dashboard > My Apps & Credentials and select the Live mode.

Warning

If you are using Sandbox mode, then you will need to add the following filter to the function.php file to make it work:

add_filter( 'jet-engine/forms/gateways/paypal/sandbox-mode', '__return_true' );
sandbox and live toggle switcher on paypal developer site

For a live form to work properly, you will have to set the appropriate API credentials (Live or Sandbox, follow these instructions) and a currency code (you can find the list of codes here).  

In this tutorial, we are going to show you how to create a test account without real payments.

As soon as you are logged in, go to Sandbox > Accounts.

accounts tab

Hit the “Create Account” button. In the pop-up window, choose the type of account and the Country you are working in. Afterward, click the “Create” button.

creating an account

Now, go to Dashboard > My Apps & Credentials and hit the “Create App” button.

creating an app

Give your new app a name and choose the business account. You can also decide between the “Merchant” and “Platform” App Types. Afterward, click the “Create App” button.

new app creation window on paypal developer site

You will be redirected to the app’s page. The Client ID and Secret Key are right there – just copy them. 

app credentials

PayPal Gateway Settings

Now let’s get to grips with the features of the Gateway Settings window.

paypal settings

Notification queue 

Here you can set when the email notifications are sent to the admin. There are three options there:

  • before sending the payment to the gateway;
  • if the payment went through successfully;
  • if the payment didn’t go through.
Warning

It would be better to tick only one option. You don’t need to receive the same notification several times, it will confuse you.

Price/amount field. In this drop-down menu, you can choose the field to pull the price or number of items from. 

PayPal settings

Copy the Client ID and Secret Key from the app window of your PayPal account and paste them here. You can find the Currency Code in this table and type it into the field.

paypal settings

Payment result messages

The Payment success message and Payment failed message texts are the notifications that appear under the form if the payment went through or failed. There’s no default text, so you have to type it by yourself.

Additional Preparations

First of all, if you’re using the form with the Payment Gateway, you need to register a Custom Post Type for orders that will go through successfully. If you need some hints about how to create a Custom Post Type, you will find them in this tutorial.

The form itself must contain the Insert/Update post notification, which will add a new post to the Orders post type. Scroll the form editing window to the Post-submit Actions/Notifications Settings section and click the “Add Notification” button. Now, press the button with the pencil-shaped icon, and choose the “Insert/Update Post” option in the Type drop-down list. 

Select the Post Type and the Post Status, connect the form fields to the post’s meta fields in the Fields Map, and choose the Default Fields. Don’t forget to click the “Apply Changes” and “Update” buttons.

insert/update notification

That is all about setting up the PayPal Payment Gateway. You now know how to give your users an opportunity to use PayPal checkout.

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