Accepting payments online is essential for businesses, nonprofits, and creators. With Woorise, you can quickly set up a secure and professional payment form to collect donations, sell products, offer services, or manage subscriptions—securely and without any coding.
This guide will walk you through the process step by step. You’ll learn how to choose a payment provider, customize payment fields, and configure automated email notifications and confirmations to keep customers informed.
Once your form is live, you can track and manage all transactions directly from your Woorise dashboard, ensuring a smooth and efficient payment experience while keeping full control over your data.
Create a payment form
- In your Woorise dashboard navigate to Pages from the main menu.
- Click the Add Page button. In the Templates gallery, you can either select Start From Scratch to build a payment form from the ground up or choose a pre-designed template to save time. You’ll still be able to fully customize it, but it already includes all of the essential fields that you need for a payment form.
- Click on a template to open the Preview screen. Here, you can review the design and layout before making a selection. Once you’ve found the right template, click Use This Template in the top-right corner to start customizing your landing page and the payment form.
- You will be redirected to the Create tab, where you can customize both your landing page and the payment form. This tab includes various standard options, such as setting the page title and link. In this guide, we will primarily focus on styling the Form block. For more details on customizing landing page options, please refer to this guide.
- To customize the form, click on the Form block to display its settings in the right sidebar. From there, you can adjust various design elements, including input size, border radius, and colors. You can also customize the label font size and color, the font size and color for field descriptions, and the colors for the main form buttons.
- Once you’re satisfied with the customization, click on the Form tab at the top or the pencil icon to access the form builder, where you can add, edit, and configure payment form fields.
Choose a payment provider
Before setting up your payment form fields, it’s important to explore the available payment providers. While most of them share common settings, some offer unique fields or specific configurations that can enhance your payment process.
Choosing the right provider ensures you have access to the features that best suit your needs, whether it’s recurring payments, local payment methods, or additional fraud protection. Below, we’ll introduce each payment provider and highlight what makes them unique.
Stripe
Stripe is one of the most popular and flexible payment processors, making it an excellent choice for businesses of all sizes. With Woorise’s Stripe integration, you can accept credit and debit card payments, digital wallets like Apple Pay and Google Pay, ACH bank transfers, and more. Stripe also supports subscription payments, allowing you to set up recurring billing with ease.
Check our step-by-step guide on how to collect payments with Stripe.
PayPal
PayPal is a widely recognized payment provider that allows users to pay with their PayPal balance, linked bank account, credit/debit cards, and PayPal Pay Later options. With Woorise’s PayPal integration, you can offer customers a secure and familiar way to complete transactions, whether for one-time purchases or recurring payments.
Check our step-by-step guide on how to collect payments with PayPal.
Square
Square is a reliable payment processor known for its seamless online and in-person transaction capabilities. Woorise’s Square integration enables you to accept payments through credit and debit cards while benefiting from Square’s transparent pricing and secure processing. It’s an excellent choice for businesses that use Square for both online and offline sales.
Check our step-by-step guide on how to collect payments with Square.
Mollie
Mollie is a great option for businesses that operate in Europe, offering support for local and international payment methods. With Woorise’s Mollie integration, you can accept payments from major credit and debit cards, as well as regional methods like iDEAL, Bancontact, and SEPA bank transfers. Mollie is known for its competitive fees and no hidden costs.
Check our step-by-step guide on how to collect payments with Mollie.
Authorize.net
Authorize.net, a Visa-owned payment processor, provides secure and scalable payment solutions for businesses. With Woorise’s Authorize.net integration, you can accept both one-time and recurring payments while benefiting from fraud prevention tools and seamless transaction processing. This is a great option for businesses looking for a reliable enterprise-level solution.
Check our step-by-step guide on how to collect payments with Authorize.net.
2Checkout (Verifone)
2Checkout (now part of Verifone) is a global payment platform that supports multiple currencies and over 45 payment methods. With Woorise’s 2Checkout integration, you can accept payments from customers worldwide and provide a seamless checkout experience. This processor is particularly useful for international businesses looking to expand their payment options.
Check our step-by-step guide on how to collect payments with 2Checkout.
Please note that you can use multiple payment providers in the same form, such as PayPal and Stripe, by offering users a choice and applying conditional logic to execute the correct payment feed based on their selection.
Add and customize payment fields
After selecting and configuring your payment provider, you’re ready to create your first payment form. Start by adding fields to collect essential customer details, such as name, billing address, email, and phone number. To process payments, your form must include at least one Product field and a Total field. You can also enhance your form by adding fields for product variations, shipping costs, and other customization options.
Each payment provider may offer its own fields, like Stripe Field or PayPal Field, but some pricing fields are essential for all forms. Fields like Product, Quantity, Option, Total and Shipping ensure accurate pricing and a smooth checkout process.
Product field
The Product field allows the creation of products in the form. There are several options for the type of field that should be used for the Product Field.
- Single Product – The Single Product field type will display the price and a quantity field by default.
- Drop Down – The Drop Down field type will display as a drop down field on your form. When this option is selected, the Edit Choices button will show up which would allow you to edit the Label, Value and Price for each choice.
- Radio Buttons – Similar to the Drop Down option, but radio buttons instead.
- User Defined Price – The User Defined Price field type will display as a single line input on your form.
- Hidden – If set to Hidden, the product field will not be shown, but will still be processed upon submission.
- Calculation – Generates product information based on calculations.
Quantity field
The Quantity field allows a quantity to be specified for Product.
- Product Field Mapping – Assigns the field to a specific product. Available only when two or more products exist. If there’s only one product, Option and Quantity fields automatically apply to it.
- Field Type – Selects the type of field from the available form fields.
- Number
The Number field type will display as a Number on your form. This option also enables the Number Range property. - Drop Down
The Drop Down field type will display as a drop down field on your form. When this option is selected, the General tab will refresh with options to specify multiple quantity choices. - Hidden
The Hidden field type will display as a hidden field on your form. This field type is useful when wishing to set a quantity without that quantity being visible or editable by the user.
- Number
- Number Format – Defines the allowed number format, with options for comma or dot as the decimal separator.
- Range – Sets minimum and maximum values for the field, ensuring user input falls within the defined range. This option is only available when the Number field type is selected.
Option field
The Option field allows the creation of options for products created by a Product. Option fields have special functionality which displays how much selecting the option will add (or subtract) from the total.
- Product Field Mapping – Select which product this field is tied to. This option is only available when there are two or more products. When only one product exists, Option and Quantity will automatically apply to that product.
- Field Type – Select the type of field from the available form fields (Drop Down, Checkboxes and Radio Buttons).
Shipping field
The Shipping field allows a shipping fee to be added to the form total.
- Field Type – Determines how the shipping price is displayed. The Single Method option shows a fixed shipping price, while Drop Down and Radio Buttons allow users to select from multiple shipping options.
- Price – Sets the base price for the shipping field. Available only when the Single Method field type is selected.
Total field
The Total field specifies where the order total should be displayed in the form. As the user selects products and options, the total will automatically update.
Create email notifications and confirmations
Next, you’ll want to set up your form’s confirmation and email notifications:
- Confirmation messages – you can show a message after they submit the form or redirect them to a custom thank you page.
- Email notifications – you can send emails to the person who made a payment, yourself, and/or other members of your team. You’ll get some special notification email triggers, such as automatically sending an email if you refund a payment.
View and manage payments
When people make payments, you’ll be able to view them in both your Woorise dashboard in the Entries tab and in your payment provider dashboard.
Inside the entry detail page, you can view details and also perform relevant actions, such as refunding a payment, canceling a subscription, capturing a payment and more.
In addition to the main report for your landing page, you have access to a dedicated Sales report page, where you can view all payment data collected through the form.
