Are you trying to add an order form to your WordPress website? With Kali Forms, creating and adding order forms as well as accepting payments when forms are submitted to your sites can be done in a matter of minutes.

A contact form is a great way for potential clients and customers to get in touch with you. However, with the right WordPress contact form plugin, you can use your contact form for other purposes, such as creating an order form. 

An order form makes it easy to sell a product or a service without having to install and configure complicated plugins like WooCommerce or Easy Digital Downloads.

Order forms are the ideal solution for people or businesses selling a small number of products or those offering a service.

In this step-by-step tutorial, we’ll show you exactly how to create an order form with WordPress and the Kali Forms WordPress Form Plugin. This post will cover the entire process – showing you how you can create an order form that accepts payments as well as a simple order form that doesn’t accept payments.

How to Create an Order Form With Payments

To create an order form that accepts payments in WordPress, you will need a contact form plugin that integrates with a payment provider such as PayPal or Stripe

KaliForms

Kali Forms fits the bill perfectly as it allows you to create simple contact forms, customer feedback forms, as well as forms that can accept payments using PayPal, with plans to add support for other payment gateways.

Let’s take a look at how you can use Kali Forms to create an order form and accept payment for your product or service. 

How to Use Kali Forms to Create Order Forms In WordPress and Accept Payments

Creating an order form with Kali Forms is easy if you already have the plugin installed on your site.

If you haven’t used Kali Forms before, the first thing you will need to do is install the plugin on your website. You can install it directly from the plugin repository by going to Plugins > Add New and then searching for the Kali Forms plugin.

Once you find it, simply click Install and Activate. Now that the plugin is installed, let’s create an order form that accepts payments. 

Step 1: Create a New Form

To create an order form in WordPress, go to Kali Forms and click Add New. While there are a few templates that you can use as a starting point, for this tutorial we will be creating the order form from scratch. 

kali-forms-create-order-form

In the Kali Forms dashboard, click the build from scratch option.

You’ll then be taken straight to the form builder where you can easily add all of the fields you need.

Step 2: Add the Necessary Fields

Once the form builder loads, it’s time to add the necessary fields.

This will largely depend on the type of business you run but a few recommended fields include:

  • Name and last name so you have your customer’s contact details
  • Email address so you can send follow up emails
  • Shipping address if you’re accepting payment for a physical product
  • Product information
  • Payment button

You can also include a field for a message if you sell products that need to be personalized so your buyers can leave instructions. 

In this example, I will add the fields to collect the customer’s name and email as well as the fields for the product and the payment button. I’ve added the Textbox field for both first and last name with field IDs set to first-name and last-name. The field type is also set to text.  

kali-forms-adding-fields

For the email address, add another textbox field and customize the field ID and name to say email and select email for the field type. 

Next, add the product field and customize the ID and name to match the product you’re selling. This is useful if you have several products or services that you want to sell. Be sure to set the price for your product as well. 

Add the PayPal button and be sure to enter your PayPal email in the field properties box. 

kali-forms-paypal-field

Lastly, add the Submit button so your customers can easily submit the form.

Step 3: Configure Form Settings

Once you’ve created your order form, you need to configure the form settings. Simply click on the Settings tab and customize the message that shows after the form has been submitted. 

kali-forms-order-form-email-settings

If you want to send a confirmation message to your customer, you can configure the email settings under the Email Settings tab. For example, let’s create a simple confirmation email for your customers. 

Click the Add email button and then click the caret to customize the email. Here, you can use your website name or your business name in the From field or you can use the {sitetitle} and {admin_email} placeholders to automatically fill these fields.

Then, use the {email} placeholder to automatically populate this field from the form information. 

You can then customize the body of the message to include relevant information.

After you have configured the email settings, click on the Integrations tab and toggle the Live Transactions switch to ON as well as enter your PayPal Client ID to ensure you’re actually receiving payments. 

Step 4: Add a PayPal Client ID

To accept payments on your site, you will need to add a PayPal client ID. You can easily do this by logging into PayPal’s Developer dashboard. Once logged in, go to My Apps and Credentials and click the Create App button. 

paypal-order-form-setup

Enter a name that you will easily remember.

For example, you could name the app by your product name or by your site name if you have multiple websites.

Once you have entered the name for your app, PayPal will generate the client ID. 

Copy the generated client ID and go back to your WordPress website. You need to paste this client ID into the PayPal client ID field that’s located in your form settings, under the Integrations tab.  

kali-forms-integrations-order-form

Save your form. Now it’s time to add the form to your website so clients and customers can start placing orders. Go back to the dashboard and copy the form shortcode for the order form you’ve just created.

Step 5: Publish the Form

For the purposes of this tutorial, I will create a new page by going to Pages > Add new. Then, all I need to do is paste the shortcode in and publish the page. 

kali-forms-order-form-demo
A Demo of the Kali Forms Order Form With the Default 2019 WordPress Theme

As you can see, our form is now ready to start accepting orders and payments. 

How to Use Kali Forms to Create a Simple Order Form In WordPress

Now you know how to create an order form that accepts payments. But what if you want your customers to submit an order without having to pay? The good news is that you can easily do so without integrating PayPal. 

This is useful if you’re providing a service that needs a custom proposal or if you need to send an official invoice or purchase receipt. Another example includes a high-end service or a high-end product that requires payment plans. Regardless of your situation, Kali Forms has you covered. 

Creating a simple order form without the ability to accept payments will require the same steps as before: you will need to create the form, add the fields, and configure the form settings.

The only difference is that this time, you don’t need to add the PayPal button or set up the PayPal integration.

Here’s a quick rundown of the steps:

Step 1: Create a New Form

As shown earlier in this tutorial, you will need to create a new form with Kali Forms. Start by going to Kali Forms, Add New and Build from scratch. The form builder will open up so you can start adding form fields to your order form. Don’t forget to name your form so you can easily recognize it in your dashboard. 

Step 2: Add the Necessary Fields

Start adding the desired fields to your form. To keep things simple, I will add the fields for the name, the email, the product, and the submit button.

As before, you will need to customize the form field IDs and names and ensure that the field type is set to either text for the name field or the email for the email field. 

Be sure to add the product field and enter the price so you know later on for which product the form was submitted and to be able to invoice your client or customer correctly. 

Step 3: Configure Order Form Settings

When you are done adding all the fields, you need to configure the form settings. This includes customizing the post-submit message as well as the email notifications. You can create as many email notifications as you’d like and it’s a good idea to create one for the client as well as one for yourself. 

To create an email notification, click the Add email button and then click the caret to customize the email. 

Be sure to use your website or business name in the From field as well as your business email address so your customers know the email is coming from you.

You can also use the placeholders such as {sitetitle}, {admin_email}, and {email} to automatically fill these fields.

You can then customize the body of the message to include the information you want to send.

save-order-form-changes
Save Your Changes

When you’re done, click the Save button to save the changes you’ve made.

Step 4: Publish Your Order Form

Now that your form has been created, all that’s left to do is to publish it. First, go back to the dashboard and copy the generated shortcode for your order form. 

Then, go Pages > Add new and paste your form shortcode. You can also enter additional details about your product if you want or instructions for customers on what to expect after they submit the order. 

When you’re done, click Publish to publish the page and make your form easily accessible.

Summary: Creating Order Forms WordPress

And there you have it!

Creating an order form and accepting payments for your products and services is easy with the right WordPress forms plugin – Kali Forms.

Now that you’ve created your first order form, take a look at this guide we’ve put together about form spam and how to prevent it.