How To Create an Order Form in WordPress [Boost Sales Now!]

Ready to start selling products and receiving payments? Look no further! Learn how to create an order form in WordPress with this easy-to-follow guide.

Approximate read time: 7 minutes

Making it easy for your customers to buy from you means they buy more 💰.

And one way to do that is by using an order form for WordPress. From gathering customer information to accepting payments, WordPress order forms simplify how you sell your products.

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If that’s what you want, this step-by-step guide is for you.

This post will show you how to create an order form for your website so you can start accepting orders today.

Let’s dive into it.

Why use a WordPress custom order form on your WordPress website? 🤔

A basic order form (like the ones you see with WooCommerce for example) allows you to accept orders easily.

But there’s only one problem: you can’t customize them easily.

It seems crazy, right? But that’s the case with most eCommerce plugins. And the only way to get around it is by paying for additional add-ons or extensions.

If you only need one order form, that’s a tough pill to swallow. But luckily we have another way for you. And the method we’ll show you today helps you create custom order forms, along with any other form you ever need (like a contact form).

That means you get the power of how your online order form looks and acts, not the eCommerce plugin.

How to create an order form in WordPress

The best way to create your customer order form is using Formidable Forms.

With its simple form builder and payment integrations, you’ll have your order form on your website in minutes using one simple WordPress plugin.

Formidable has a few different plans you can choose from, but we recommend either the Business or Elite plan for your order forms. These plans get you access to services like PayPal and Stripe so you can accept payments easily.

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Plus, you get a few great order form templates to get you started even faster.

Want a quick preview? 👀 Here's the type of order form you can create in Formidable:

Order/Billing

Name *

First

Last *

Last

Phone

Address *

Address

Address Line 1

Address Line 2

City

State

Zip Code

Comment or Message

Available Items

Hat

T-Shirt

Pants

Total

So, grab a plan and get Formidable installed and activated then we’ll get started!

Create an order form in WordPress
Add fields to your form
Customize field settings
Add payment gateways
Display your order form
Send PDF receipts (optional)
Track your customer journey (optional)

Step 1. Create an order form in WordPress

To start building your form, go to your WordPress dashboard and go to Formidable → Forms.

Next, click the Add New button in the top left to begin creating your form.

Here, you have two options: use a Blank Form or one of Formidable’s pre-built templates.

For our example, we’ll build a bakery order form, and we’ll use a Blank Form so you can see all the customization options Formidable has, but you’re free to use a template.

Then, give your form a name, and click Create.

Now we’ll want to drag some fields to our form.

Step 2: Add fields to your form

So, this part is super easy, and there are only a few fields you need:

Repeater field: This is so customers can add as many products as they wish.
Section field: This will be for our customer details
Summary field: To show customers an automatic summary of their order.
Credit Card field: To accept payment

Now our form looks like this:

You’ll notice it says Page 1 and Page 2. When we add the Summary field, the form automatically splits your form into two pages to make it easier for the reader to understand. Pretty cool, right?

So, we need to add some fields to the repeater form so customers can choose their products.

Luckily, this part is easy, also! You need only two fields: Product and Quantity.

For our example, we’ll use four Product fields: Product, Flavor, Icing, and Size. Then we use the quantity field to, well, get the quantity! This way, the Total field (which we’ll add later) will know how to multiply the totals.

Step 3: Customize field settings

Next, we’ll adjust the labels and settings in the Field Options sidebar on the left.

We added the products and their values so you can enter your own. The values will be used in the Total field, which we will add in a moment.

First, we want to customize the rest of our fields to match what we need from the customer.

So we’ll adjust the labels and options for the customers to choose from.

Now that those are set up, let’s add our Total field so customers can get an exact amount before they order.

Luckily, Formidable’s calculator abilities will do the hard work for you. All you have to do is add the Total field, and it’ll recognize the values from your product and quantity fields.

Just make sure you place the Total field outside of your Repeater field. That way, any additional products customers add will also be added to the total.

So now we just need to fill out the Section field to customize the customer details section.

We’ll add seven fields to this section:

2 Text fields (for first and last name)
Email field
Phone field
Radio field (for pickup or delivery)
Date (for pickup/delivery date)
Address

Once we adjust the labels and options for these, our customer details section now looks like this:

Perfect. This form is really starting to come together!

Now, let’s set up your payments so you can start making some money!

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Step 4: Add payment gateways

Now you get a choice, do you want to use PayPal or Stripe for your product order form in WordPress?

Whichever option you choose, the process will be similar 👇.

In your WordPress dashboard, go to Formidable → Add-ons, find your add-on (PayPal or Stripe), click Install, then Activate.

Next, go to Formidable → Global Settings → PayPal, Stripe, etc.

For PayPal, enter your email address and update your settings.

Set your PayPal settings to make everything work properly

For Stripe, click Connect to Stripe and follow the instructions.

Click the Connect to Stripe button to connect Formidable and Stripe

Okay, you’ve got your payment systems connected.

Now let’s head to your form and go to Settings → Actions & Notifications to find your payment integrations.

Next, you have two options we mentioned: Stripe or PayPal.

Under Form Actions, choose your preferred payment option — PayPal or Collect a Payment (for Stripe).

Here, you’ll begin customizing the settings to get the proper customer email, payment information, and more.

Here’s what the PayPal settings look like:

And here’s what the Stripe settings look like:

You can customize the individual settings with the shortcodes from your form. For example, in the above image, the shortcode [505] is the Total field on our form.

This way, it pulls the correct total, and payments will be a breeze.

Did you know?

Formidable Forms integrates with WooCommerce, too! Learn how to create a WooCommerce order form easily with Formidable!

Step 5: Display your order form

Now, displaying your form is simple. Go to the post or page where you want to show the form and add a WordPress block. Then, search Formidable.

Formidable Forms' WordPress block makes displaying your forms easy

Choose the Formidable block and select the form you created from the dropdown menu.

Update the post/page, and that’s it! Your form is now visible to your website visitors.

We said it was simple, didn't we?

Step 6: Send PDF receipts (optional)

Whether you’re selling single products or in bulk, you need an easy way to send a receipt.

With Formidable, you can use its Forms to PDF feature to convert your order form straight to a PDF. You can even customize how it looks using Formidable’s PDF generator so it matches your brand perfectly.

To enable Forms to PDF, go to Formidable → Add-ons and find the PDFs add-on to install and activate.

Now, head to Forms → Entries and choose one of the entries to your form. Then, you can click Download as PDF and have the entries in a simple PDF.

If you want to attach it to an email notification and have it sent on form submission, you can do that, too!

Go to your form and go to Settings → Actions & Notifications.

Next, click on the Send Email action so the form will automatically trigger an email for every form entry.

Scroll down, and toggle the switch for Attach PDF of entry to email.

Last, customize the rest of your email settings, and you’re ready to go!

Step 7: Track your customer journey (optional)

How cool would it be to be able to see exactly how your customer got to your order form?

You could improve your customer journey, make your form more visible, and help increase orders — all with one report. And that’s exactly what Formidable’s User Flow feature gives you.

You can see exactly what pages your customer visited and for how long. It goes even further by showing you any actions they took on the pages as well!

All you have to do is go to Formidable → Add-ons and find the User Tracking add-on, then install and activate it.

Now, go to your forms entries in Formidable → Entries and choose a form entry.

You’ll see an entire report like the one above for you for each individual submission.

Now, you can use this information to help improve your marketing campaigns for your entire website!

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Ready to create a custom order form in WordPress?

We don’t know about you, but we’re excited! We love teaching people everything Formidable Forms can do, and this is just one of many possibilities.

Today’s post taught you how to create a WordPress order form (with payment) for your WordPress site. But you can make a WordPress order form without payment also. And you can display simple confirmation messages for customers.

That’s the power of Formidable Forms, the best WordPress order form plugin.

But we bet that order forms aren’t the only thing on your mind. If you’re looking to create order forms, you probably want a way to keep track of the orders themselves.

And there’s no better way to do that than by converting your form entries to PDF.

Last, if you’re on social media, follow us on Twitter, Facebook, and YouTube for more WordPress tips!