Enable your LGL Forms account to accept PayPal payments
In this article:
- Caveats to be aware of when using PayPal
- Create or link a PayPal account
- Using PayPal in your forms
- Use both PayPal and Stripe together
- What your donors will experience
To collect donations and other payments through LGL Forms, you need an integrated payment processing account with PayPal or Stripe. This article describes how to set up PayPal as your payment processor. Alternatively, you can read about setting up your payments through Stripe.
LGL Forms makes it easy to create and publish online donation forms (or forms that collect payment for other reasons, such as events, membership registration, or membership renewal). LGL Forms is integrated with PayPal, a leading merchant account provider and payment processor.
Caveats to be aware of when using PayPal
There are some keys to successfully using PayPal as a payment processor in LGL Forms. Please read through these carefully for instructions on avoiding common problems that can occur.
- PayPal requires that you use a business account to set it up as a payment provider for LGL forms. It is not possible to integrate a personal PayPal account with LGL forms.
- To have the option to make a gift recurring, the donor must be a registered PayPal user and must be signed into their PayPal account when the donation is made. It is not possible to make a recurring donation when signed in as a guest user in PayPal. For any LGL forms account using PayPal, if you want to enable recurring gifts we recommend adding Stripe and offering both options together, with Stripe as the primary payment option and PayPal as a second option (specifically for PayPal users). For non-PayPal users, the Stripe donation experience is smoother and better. Here are additional details to be aware of. set it up concurrently with Stripe if your form will accept recurring gifts.
- It takes between 5 and 10 business days from when your account is enabled in LGL forms to when PayPal enables what they call "Reference" transactions, which are needed for a recurring payment transaction to be successful. If your recurring payment is set up before the "Reference" transaction is enabled, LGL forms will not capture the information needed to reprocess the payment each month. So be sure you set up your PayPal account to work with your LGL forms account at least 10 days before you plan to accept recurring donations through your form.
Create or link a PayPal account
You'll be prompted to set up a payment processor account. Click the Set up PayPal button to proceed with setting up your PayPal account as your payment processor.
You can then either sign up for a PayPal account or sign into an account you already have.
Using PayPal in your forms
Once you've set up your LGL Forms account to process payments via PayPal, you'll be able to set up donation/payment forms. If you have more than one payment processor integrated with your LGL Forms account (such as Stripe), then you'll be able to select which one you want to use for each form.
In this screenshot, we've selected PayPal.
Using PayPal allows your donors to pay using their own PayPal account or via credit card through PayPal. They do not need a PayPal account to pay by credit card, however.
Use both PayPal and Stripe together
If you would prefer to have your credit card payments processed by a provider other than PayPal, you can set Stripe as the payment processor in a form and still add a PayPal option for your donors who would prefer to pay via PayPal. To do this, select Stripe as the payment account you want to use (they'll need to be activated in your LGL Forms account first), and then check the second checkbox box shown in the screenshot below to enable PayPal.
What your donors will experience
Donors who complete the first page of your PayPal-enabled form and then click Submit to go to the payment page will see a page that looks something like what is shown below, if you've set up your form to use Stripe with the added option of PayPal. Here your donors can choose whether to pay via credit card or via PayPal:
After clicking the PayPal Check out button, the donor will see a hover window where they can complete their PayPal checkout:
Here's a video showing the checkout process when the user selects PayPal: