Blog

Send Customized Payment Receipts from PayPal

Blog

Send Customized Payment Receipts from PayPal

Blog

Send Customized Payment Receipts from PayPal

Blog

Send Customized Payment Receipts from PayPal

Blog

Send Customized Payment Receipts from PayPal

Blog

Send Customized Payment Receipts from PayPal

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Blog

Send Customized Payment Receipts from PayPal

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September 15, 2014
Blog

Send Customized Payment Receipts from PayPal

MIN
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September 15, 2014
About the Episode
Episode Highlights
Meet our Guest

PayPal + Formstack is a great way to collect payment from your customers online without the hassle of gateway fees, setup charges, or merchant accounts. Today, we're going to show you how to add PayPal to your Formstack order form, and generate a customer receipt using Formstack Documents. You could also use the steps outlined in this tutorial to send your customers coupons, special offers, or thank you letters.

For this receipt generation tutorial, you will need:

  1. Formstack Forms accountÂ
  2. Formstack Documents account
  3. PayPal account
  4. Customer order form template
  5. Customer receipt template with merge fields


5 Steps to Automated Receipt Generation

Step 1: Create your document.

We're going to start in your Formstack Documents account. Select "New Document." For this example, we're going to use a pre-built receipt template. Here's an example of a receipt template:

Receipt Template Screenshot


After setting up our document, we need to create an email delivery so our receipt sends directly to our customer when they complete their order form and payment. Navigate to the Delivery tab. You'll want to edit the email delivery that is there by default, and change the setting to the {$email} field you have on your receipt.

Email delivery product screenshot

Now we're ready to jump into Formstack Forms to create our order form. Using our simple, drag-and-drop builder add the fields you'd like on your order form. Here's what our final example looks like:

Formstack form product screenshot

Once your form has been built, head over to the "Settings" tab, and select "Integrations." Scroll down until you find the PayPal integration you need. Add your API/Secret Key, and map your unit price and quantity fields. Don't forget to add any additional charges or tax. Here's our final mapping:

Formstack calculation product screenshot



Finally, we'll connect our form and our document. Navigate back to the integration tab, and select "Formstack Documents." Map your form fields to your document.

Formstack Field Mapping Product Screenshot



After completing our mappings, we're ready to test our automated receipt workflow.  Fill out your form with demo information and make your documents are populating correcting and sending to your email. Congrats, you're finished! 

Now, you can start using Formstack Documents as your personal receipt generator. You can get started with this workflow today by starting a free trial.

Blog

Send Customized Payment Receipts from PayPal

Blog

Send Customized Payment Receipts from PayPal

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PayPal + Formstack is a great way to collect payment from your customers online without the hassle of gateway fees, setup charges, or merchant accounts. Today, we're going to show you how to add PayPal to your Formstack order form, and generate a customer receipt using Formstack Documents. You could also use the steps outlined in this tutorial to send your customers coupons, special offers, or thank you letters.

For this receipt generation tutorial, you will need:

  1. Formstack Forms accountÂ
  2. Formstack Documents account
  3. PayPal account
  4. Customer order form template
  5. Customer receipt template with merge fields


5 Steps to Automated Receipt Generation

Step 1: Create your document.

We're going to start in your Formstack Documents account. Select "New Document." For this example, we're going to use a pre-built receipt template. Here's an example of a receipt template:

Receipt Template Screenshot


After setting up our document, we need to create an email delivery so our receipt sends directly to our customer when they complete their order form and payment. Navigate to the Delivery tab. You'll want to edit the email delivery that is there by default, and change the setting to the {$email} field you have on your receipt.

Email delivery product screenshot

Now we're ready to jump into Formstack Forms to create our order form. Using our simple, drag-and-drop builder add the fields you'd like on your order form. Here's what our final example looks like:

Formstack form product screenshot

Once your form has been built, head over to the "Settings" tab, and select "Integrations." Scroll down until you find the PayPal integration you need. Add your API/Secret Key, and map your unit price and quantity fields. Don't forget to add any additional charges or tax. Here's our final mapping:

Formstack calculation product screenshot



Finally, we'll connect our form and our document. Navigate back to the integration tab, and select "Formstack Documents." Map your form fields to your document.

Formstack Field Mapping Product Screenshot



After completing our mappings, we're ready to test our automated receipt workflow.  Fill out your form with demo information and make your documents are populating correcting and sending to your email. Congrats, you're finished! 

Now, you can start using Formstack Documents as your personal receipt generator. You can get started with this workflow today by starting a free trial.

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No items found.
Infographic

Send Customized Payment Receipts from PayPal

Create customized receipts, invoices, letters and more - all from your PayPal account.
Download InfographicDownload Infographic

PayPal + Formstack is a great way to collect payment from your customers online without the hassle of gateway fees, setup charges, or merchant accounts. Today, we're going to show you how to add PayPal to your Formstack order form, and generate a customer receipt using Formstack Documents. You could also use the steps outlined in this tutorial to send your customers coupons, special offers, or thank you letters.

For this receipt generation tutorial, you will need:

  1. Formstack Forms accountÂ
  2. Formstack Documents account
  3. PayPal account
  4. Customer order form template
  5. Customer receipt template with merge fields


5 Steps to Automated Receipt Generation

Step 1: Create your document.

We're going to start in your Formstack Documents account. Select "New Document." For this example, we're going to use a pre-built receipt template. Here's an example of a receipt template:

Receipt Template Screenshot


After setting up our document, we need to create an email delivery so our receipt sends directly to our customer when they complete their order form and payment. Navigate to the Delivery tab. You'll want to edit the email delivery that is there by default, and change the setting to the {$email} field you have on your receipt.

Email delivery product screenshot

Now we're ready to jump into Formstack Forms to create our order form. Using our simple, drag-and-drop builder add the fields you'd like on your order form. Here's what our final example looks like:

Formstack form product screenshot

Once your form has been built, head over to the "Settings" tab, and select "Integrations." Scroll down until you find the PayPal integration you need. Add your API/Secret Key, and map your unit price and quantity fields. Don't forget to add any additional charges or tax. Here's our final mapping:

Formstack calculation product screenshot



Finally, we'll connect our form and our document. Navigate back to the integration tab, and select "Formstack Documents." Map your form fields to your document.

Formstack Field Mapping Product Screenshot



After completing our mappings, we're ready to test our automated receipt workflow.  Fill out your form with demo information and make your documents are populating correcting and sending to your email. Congrats, you're finished! 

Now, you can start using Formstack Documents as your personal receipt generator. You can get started with this workflow today by starting a free trial.

PayPal + Formstack is a great way to collect payment from your customers online without the hassle of gateway fees, setup charges, or merchant accounts. Today, we're going to show you how to add PayPal to your Formstack order form, and generate a customer receipt using Formstack Documents. You could also use the steps outlined in this tutorial to send your customers coupons, special offers, or thank you letters.

For this receipt generation tutorial, you will need:

  1. Formstack Forms accountÂ
  2. Formstack Documents account
  3. PayPal account
  4. Customer order form template
  5. Customer receipt template with merge fields


5 Steps to Automated Receipt Generation

Step 1: Create your document.

We're going to start in your Formstack Documents account. Select "New Document." For this example, we're going to use a pre-built receipt template. Here's an example of a receipt template:

Receipt Template Screenshot


After setting up our document, we need to create an email delivery so our receipt sends directly to our customer when they complete their order form and payment. Navigate to the Delivery tab. You'll want to edit the email delivery that is there by default, and change the setting to the {$email} field you have on your receipt.

Email delivery product screenshot

Now we're ready to jump into Formstack Forms to create our order form. Using our simple, drag-and-drop builder add the fields you'd like on your order form. Here's what our final example looks like:

Formstack form product screenshot

Once your form has been built, head over to the "Settings" tab, and select "Integrations." Scroll down until you find the PayPal integration you need. Add your API/Secret Key, and map your unit price and quantity fields. Don't forget to add any additional charges or tax. Here's our final mapping:

Formstack calculation product screenshot



Finally, we'll connect our form and our document. Navigate back to the integration tab, and select "Formstack Documents." Map your form fields to your document.

Formstack Field Mapping Product Screenshot



After completing our mappings, we're ready to test our automated receipt workflow.  Fill out your form with demo information and make your documents are populating correcting and sending to your email. Congrats, you're finished! 

Now, you can start using Formstack Documents as your personal receipt generator. You can get started with this workflow today by starting a free trial.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

PayPal + Formstack is a great way to collect payment from your customers online without the hassle of gateway fees, setup charges, or merchant accounts. Today, we're going to show you how to add PayPal to your Formstack order form, and generate a customer receipt using Formstack Documents. You could also use the steps outlined in this tutorial to send your customers coupons, special offers, or thank you letters.

For this receipt generation tutorial, you will need:

  1. Formstack Forms accountÂ
  2. Formstack Documents account
  3. PayPal account
  4. Customer order form template
  5. Customer receipt template with merge fields


5 Steps to Automated Receipt Generation

Step 1: Create your document.

We're going to start in your Formstack Documents account. Select "New Document." For this example, we're going to use a pre-built receipt template. Here's an example of a receipt template:

Receipt Template Screenshot


After setting up our document, we need to create an email delivery so our receipt sends directly to our customer when they complete their order form and payment. Navigate to the Delivery tab. You'll want to edit the email delivery that is there by default, and change the setting to the {$email} field you have on your receipt.

Email delivery product screenshot

Now we're ready to jump into Formstack Forms to create our order form. Using our simple, drag-and-drop builder add the fields you'd like on your order form. Here's what our final example looks like:

Formstack form product screenshot

Once your form has been built, head over to the "Settings" tab, and select "Integrations." Scroll down until you find the PayPal integration you need. Add your API/Secret Key, and map your unit price and quantity fields. Don't forget to add any additional charges or tax. Here's our final mapping:

Formstack calculation product screenshot



Finally, we'll connect our form and our document. Navigate back to the integration tab, and select "Formstack Documents." Map your form fields to your document.

Formstack Field Mapping Product Screenshot



After completing our mappings, we're ready to test our automated receipt workflow.  Fill out your form with demo information and make your documents are populating correcting and sending to your email. Congrats, you're finished! 

Now, you can start using Formstack Documents as your personal receipt generator. You can get started with this workflow today by starting a free trial.

PayPal + Formstack is a great way to collect payment from your customers online without the hassle of gateway fees, setup charges, or merchant accounts. Today, we're going to show you how to add PayPal to your Formstack order form, and generate a customer receipt using Formstack Documents. You could also use the steps outlined in this tutorial to send your customers coupons, special offers, or thank you letters.

For this receipt generation tutorial, you will need:

  1. Formstack Forms accountÂ
  2. Formstack Documents account
  3. PayPal account
  4. Customer order form template
  5. Customer receipt template with merge fields


5 Steps to Automated Receipt Generation

Step 1: Create your document.

We're going to start in your Formstack Documents account. Select "New Document." For this example, we're going to use a pre-built receipt template. Here's an example of a receipt template:

Receipt Template Screenshot


After setting up our document, we need to create an email delivery so our receipt sends directly to our customer when they complete their order form and payment. Navigate to the Delivery tab. You'll want to edit the email delivery that is there by default, and change the setting to the {$email} field you have on your receipt.

Email delivery product screenshot

Now we're ready to jump into Formstack Forms to create our order form. Using our simple, drag-and-drop builder add the fields you'd like on your order form. Here's what our final example looks like:

Formstack form product screenshot

Once your form has been built, head over to the "Settings" tab, and select "Integrations." Scroll down until you find the PayPal integration you need. Add your API/Secret Key, and map your unit price and quantity fields. Don't forget to add any additional charges or tax. Here's our final mapping:

Formstack calculation product screenshot



Finally, we'll connect our form and our document. Navigate back to the integration tab, and select "Formstack Documents." Map your form fields to your document.

Formstack Field Mapping Product Screenshot



After completing our mappings, we're ready to test our automated receipt workflow.  Fill out your form with demo information and make your documents are populating correcting and sending to your email. Congrats, you're finished! 

Now, you can start using Formstack Documents as your personal receipt generator. You can get started with this workflow today by starting a free trial.

PayPal + Formstack is a great way to collect payment from your customers online without the hassle of gateway fees, setup charges, or merchant accounts. Today, we're going to show you how to add PayPal to your Formstack order form, and generate a customer receipt using Formstack Documents. You could also use the steps outlined in this tutorial to send your customers coupons, special offers, or thank you letters.

For this receipt generation tutorial, you will need:

  1. Formstack Forms accountÂ
  2. Formstack Documents account
  3. PayPal account
  4. Customer order form template
  5. Customer receipt template with merge fields


5 Steps to Automated Receipt Generation

Step 1: Create your document.

We're going to start in your Formstack Documents account. Select "New Document." For this example, we're going to use a pre-built receipt template. Here's an example of a receipt template:

Receipt Template Screenshot


After setting up our document, we need to create an email delivery so our receipt sends directly to our customer when they complete their order form and payment. Navigate to the Delivery tab. You'll want to edit the email delivery that is there by default, and change the setting to the {$email} field you have on your receipt.

Email delivery product screenshot

Now we're ready to jump into Formstack Forms to create our order form. Using our simple, drag-and-drop builder add the fields you'd like on your order form. Here's what our final example looks like:

Formstack form product screenshot

Once your form has been built, head over to the "Settings" tab, and select "Integrations." Scroll down until you find the PayPal integration you need. Add your API/Secret Key, and map your unit price and quantity fields. Don't forget to add any additional charges or tax. Here's our final mapping:

Formstack calculation product screenshot



Finally, we'll connect our form and our document. Navigate back to the integration tab, and select "Formstack Documents." Map your form fields to your document.

Formstack Field Mapping Product Screenshot



After completing our mappings, we're ready to test our automated receipt workflow.  Fill out your form with demo information and make your documents are populating correcting and sending to your email. Congrats, you're finished! 

Now, you can start using Formstack Documents as your personal receipt generator. You can get started with this workflow today by starting a free trial.

PayPal + Formstack is a great way to collect payment from your customers online without the hassle of gateway fees, setup charges, or merchant accounts. Today, we're going to show you how to add PayPal to your Formstack order form, and generate a customer receipt using Formstack Documents. You could also use the steps outlined in this tutorial to send your customers coupons, special offers, or thank you letters.

For this receipt generation tutorial, you will need:

  1. Formstack Forms accountÂ
  2. Formstack Documents account
  3. PayPal account
  4. Customer order form template
  5. Customer receipt template with merge fields


5 Steps to Automated Receipt Generation

Step 1: Create your document.

We're going to start in your Formstack Documents account. Select "New Document." For this example, we're going to use a pre-built receipt template. Here's an example of a receipt template:

Receipt Template Screenshot


After setting up our document, we need to create an email delivery so our receipt sends directly to our customer when they complete their order form and payment. Navigate to the Delivery tab. You'll want to edit the email delivery that is there by default, and change the setting to the {$email} field you have on your receipt.

Email delivery product screenshot

Now we're ready to jump into Formstack Forms to create our order form. Using our simple, drag-and-drop builder add the fields you'd like on your order form. Here's what our final example looks like:

Formstack form product screenshot

Once your form has been built, head over to the "Settings" tab, and select "Integrations." Scroll down until you find the PayPal integration you need. Add your API/Secret Key, and map your unit price and quantity fields. Don't forget to add any additional charges or tax. Here's our final mapping:

Formstack calculation product screenshot



Finally, we'll connect our form and our document. Navigate back to the integration tab, and select "Formstack Documents." Map your form fields to your document.

Formstack Field Mapping Product Screenshot



After completing our mappings, we're ready to test our automated receipt workflow.  Fill out your form with demo information and make your documents are populating correcting and sending to your email. Congrats, you're finished! 

Now, you can start using Formstack Documents as your personal receipt generator. You can get started with this workflow today by starting a free trial.

PayPal + Formstack is a great way to collect payment from your customers online without the hassle of gateway fees, setup charges, or merchant accounts. Today, we're going to show you how to add PayPal to your Formstack order form, and generate a customer receipt using Formstack Documents. You could also use the steps outlined in this tutorial to send your customers coupons, special offers, or thank you letters.

For this receipt generation tutorial, you will need:

  1. Formstack Forms accountÂ
  2. Formstack Documents account
  3. PayPal account
  4. Customer order form template
  5. Customer receipt template with merge fields


5 Steps to Automated Receipt Generation

Step 1: Create your document.

We're going to start in your Formstack Documents account. Select "New Document." For this example, we're going to use a pre-built receipt template. Here's an example of a receipt template:

Receipt Template Screenshot


After setting up our document, we need to create an email delivery so our receipt sends directly to our customer when they complete their order form and payment. Navigate to the Delivery tab. You'll want to edit the email delivery that is there by default, and change the setting to the {$email} field you have on your receipt.

Email delivery product screenshot

Now we're ready to jump into Formstack Forms to create our order form. Using our simple, drag-and-drop builder add the fields you'd like on your order form. Here's what our final example looks like:

Formstack form product screenshot

Once your form has been built, head over to the "Settings" tab, and select "Integrations." Scroll down until you find the PayPal integration you need. Add your API/Secret Key, and map your unit price and quantity fields. Don't forget to add any additional charges or tax. Here's our final mapping:

Formstack calculation product screenshot



Finally, we'll connect our form and our document. Navigate back to the integration tab, and select "Formstack Documents." Map your form fields to your document.

Formstack Field Mapping Product Screenshot



After completing our mappings, we're ready to test our automated receipt workflow.  Fill out your form with demo information and make your documents are populating correcting and sending to your email. Congrats, you're finished! 

Now, you can start using Formstack Documents as your personal receipt generator. You can get started with this workflow today by starting a free trial.

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