How to Add a Payment Gateway to a Form

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 –

• Razorpay
• PayUMoney
• PayTM
• PayUBiz
• Authorize.Net
• Stripe
• PayFast

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

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

3.1.3 PayTM

3.1.4 PayUBiz

3.1.5 Authorize.Net

3.1.6 Stripe

3.1.6 PayFast

3.2 Setting Product Properties

After setting the field properties, click Product Properties on the right pane.

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 and Currency Dynamically via Rules

You can set the value of the payment and *currency dynamically using form rules. As a prerequisite, you must write a LeadSquared Lapp, or use Mavis DB or API, from where you can fetch the payment and currency values.

Here’s an example of a simple JSON you can use to dynamically set payment and currency values –

{
"Amount": 500,
"Currency": "GBP"
}

1. After adding the payment field to your form, navigate to the Rules tab.
2. 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. Be sure to enter the API URL and enter the correct response key to map the payment (and/or currency) parameters, to set the value of the chosen field.

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.

5. Async Payment Processing

You can process payments asynchronously to ensure that payment activities are posted to LeadSquared even if end-users are experiencing internet issues.

1. Navigate to Settings>Additional Settings.
2. Click to Enable Async Processing.

Any Questions?

If you have any doubts related to this article, please contact us at support@leadsquared.com or leave us a comment below.