Gravity Forms

Once logged in to the Gravity Forms dashboard, hover over "Forms," and click on "Settings."

On Gravity Forms, click on "PayPal Checkout" tab and then click on "Connect with PayPal."

In the PayPal modal which is displayed, follow the steps provided by PayPal to connect to an existing PayPal account or create a new PayPal account. When you have completed connecting the add-on to your PayPal account, click the "Go back to Gravity Forms" button to close the modal. The add-on settings page will reload.

When the add-on is successfully connected, the "Connect with PayPal" button will be replaced with your PayPal merchant ID and the "Disconnect from PayPal" button.

Click "Add New"

Add fields for capturing customer billing and/or delivery information. We included the Name, Address and Email fields to get basic information from customers; however, you can use other field types (such as Single Line Text fields) to collect this information if you prefer.

Add "Pricing" fields to your form and configure them as needed. In this example "Product", "Shipping", and "Total" fields serve as the Pricing fields.

Add the PayPal Field – Expand the Pricing Fields section and add the PayPal Field to your form. When using multiple add-ons, such as the Stripe Card field, conditional logic should be used to show/hide the field depending on the payment processor selected in another field such a Drop Down field. Note: The PayPal Field is not compatible with the Gravity Forms Credit Card field.

If your form does not look exactly like the images above, don’t panic. Every form will vary depending on which fields were selected and what order they were added to the form. As long as you have pricing fields of some sort and the PayPal Field, your form is valid for integration.

The feed configuration determines what type of transaction should occur when the form is submitted, what to use as the payment amount, and which fields contain values that should be passed to PayPal. If you have have added a "PayPal Field" to your form, you should find that a feed has already been created and configured automatically for you in the "Form Settings" > "PayPal Checkout" area. You’ll want to view this feed to ensure the "Billing Information" fields are mapped to the correct form fields.

To configure a PayPal Checkout Feed, go to your Admin Dashboard and click on "Forms" in the left side menu. Select the form that you want to use with PayPal Checkout. Once within your desired form, hover over "Settings" and click on PayPal Checkout".

Click "Add New" to create a new feed or click the "Edit" action link which appears when you hover over an existing feed in the table. You will then be presented with the PayPal Checkout feed settings screen.

Feed Setting - A feed "Name" is required. It is only used for identification and will not be shown anywhere other than your feed listing. You also need to select the "Transaction Type". This drop down contains the transaction types which the add-on supports. "Products and Services" or "Subscriptions" (recurring payments).

If you select "Products and Services" from the "Transaction Type" drop down, the options below will appear.

This drop down allows you to select what should be used as the payment amount. A specific product field within your form or the form total.

Configures what billing information is sent to PayPal when processing a transaction. Map each of the billing fields to the desired form field that will contain that information.

If you do not need PayPal to capture a shipping address, enable the checkbox labeled "Do not prompt buyer to include a shipping address".

If unchecked, every successful form submission will be sent to PayPal. If you want payment to be conditional based on how the user completes the form, check the “Enable Condition” box and fill out the rules which must be met.

If you select Subscriptions from the Transaction Type drop down, there are some other options available to configure, please check the Configuring Subscriptions in PayPal Checkout documentation for more details. (https://docs.gravityforms.com/configure-paypal-checkout-subscriptions/)