1. Feature Overview
You can integrate a payment gateway directly into your forms to process transactions from leads. We currently support the following payment gateways –
If you’re new to the forms feature, see How to Create a Form.
2. Prerequisites
- You must be an administrator user of your LeadSquared account to access the forms feature.
- You must have an account with a supported payment gateway provider.
- Your form must contain First Name and Email Address fields. It is good practice to make these fields mandatory.
3. Adding a Payment Field to a Form
While creating a form, on the left pane click Special Fields, then drag and drop the Payment field into your form.
3.1 Setting Field Properties
Now click the Payment field in your form and choose a provider from the drop-down.
Based on the payment provider you select, you’ll have to enter the corresponding field properties that appear.
3.1.1 RazorPay
| Field Property | Description |
| Key | The API keys associated with your payment provider account. |
| Secret |
We support hosted check-out for Razorpay. So instead of using the default LeadSquared pop-up, you can redirect users to a checkout process in a new tab.
3.1.2 PayUMoney
| Field Property | Description |
| Key | The API keys associated with your payment provider account. |
| Salt | |
| Transaction ID Generator | Lets you generate a transaction ID using a particular convention. |
3.1.3 PayTM
| Field Property | Description |
| Merchant ID | The Merchant Id associated with your PayTM account. |
| Merchant Key | The Merchant Key associated with your PayTM account. |
| Industry Type Id | Industry ID (MCC) which the Tenant has registered with Paytm |
| Website | URL of the tenant registered with PayTM. |
| Test Mode | Allows you to test payments on staging rather than production. |
3.1.4 PayUBiz
| Field Property | Description |
| Key | The API keys associated with your payment provider account. |
| Salt | |
| Test Mode | Allows you to test payments on staging rather than production. |
3.2 Setting Product Properties
After setting the field properties, click Product Properties on the right pane.
| Field Property | Description |
| Product Information | Details on the product. |
| Currency | Choose between Indian Rupee (INR), US Dollar (USD), European Euro (EUR) and Singapore Dollar (SGD). |
| Set Amount Via | You may either enter an exact amount or set the amount via API.
|
| Currency Unit | The currency unit you’d like to utilize. For example, Rupee or Paise, Dollars or Cents, etc. |
In addition to the field and product properties, you can use the validation properties to make the payment field mandatory and/or hide the field by default (the field will only appear if there is an explicit ‘Show’ form rule associated with it).
3.3 Setting the Payment Value Dynamically via Rules
You can set the value of the payment dynamically using form rules –
- After adding the payment field to your form, navigate to the Rules tab.
- Create a rule with the conditions and actions as per your requirements.
In this example, we’re setting the value of the payment through API depending on the insurance product being purchased –
Once you’re done you can Save and Exit. For more information on forms, see How to Create a Form.
4. Demo
Once you’ve published your form and created a process, you’ll be ready to receive payments through your selected payment provider.
Any Questions?
If you have any doubts related to this article, please contact us at support@leadsquared.com or leave us a comment below.