Payment Options

PayPal

To enable the Paypal payment option on FlexFormz you will need to add your Paypal Live keys and also your sandbox keys. Below are the steps to retrieve them from Paypal:

LIVE Keys

1. Login into the developers PayPal site: https://developer.paypal.com/

2. On the User menu, select the Dashboard

3. On the left side menu, select the ‘My Apps & Credentials’ menu:

4. Make sure the Live option is selected:

5. Click on the ‘Create App’ button. It will show you a page with the Application Details, please use FlexFormz as the App Name. The Account will be automatically generated. Click on the Create App button.

6. You should now see your App settings. Click on the Show button over Client ID to see the Secret Key. Copy and save the Client ID and Secret Key values, you are going to use them on the following steps.

7. Go to the FlexFormz settings on your WordPress site. At the bottom of the page, you will see the PayPal configuration, add the Client ID of the previous step into the Live Client ID field and then add the Secret Key into the Live Client secret field. Click on Save Changes.

You are all set to use PayPal with FlexFormz.

Sandbox KEYS

1. Login into the developers PayPal site: https://developer.paypal.com/

2. On the User menu, select the Dashboard:

3. On the left side menu, select the ‘My Apps & Credentials’ menu:

4. Make sure the Sandbox option is selected:

5. Click on the ‘Create App’ button. It will show you a page with the Application Details, please use FlexFormz Sandbox as the App Name. The Sandbox Business Account will be automatically generated. Click on the Create App button.

6. You will now see your App settings. Click on the Show button over Client ID to see the Secret Key. Copy and save both the Client ID and Secret Key values, you are going to use them on the following steps.

7. Go to your FlexFormz settings on your WordPress site. At the bottom of the page, you will see the PayPal configuration, add the Client ID of the previous step into the SandBox Client ID field and then add the Secret Key into the Sandbox Client secret field. Click on Save Changes.

To make tests on sandbox mode (Test mode on FlexFormz) you will need to use a PayPal Sandbox Test Account.

1. On the developers PayPal Dashboard, go to SANDBOX > Accounts menu. You will see there is already Sandbox accounts created, but a Personal Sandbox Account should be created:

2. Click on the Create Account Button, and choose Personal (Buyer Account) as Account Type. Click on Create.

3. You will see a new account on your dashboard. Go to View/Edit Account:

 

4. All account details should be visible on this step. Note there is an Email ID and a System Generated Password. Save those values to use on the FlexFormz test mode with PayPal.

 

Apple Pay

To activate Apple Pay on FlexFormz, you will need to verify the domain where FlexFormz will be used. This includes top-level domains (e.g., domain.com) and subdomains (e.g., sub.domain.com).

Important note: Apple’s documentation for Apple Pay on the Web describes their process of “merchant validation” that Stripe handles for you behind the scenes. You do NOT need to create an Apple Merchant ID, CSR, etc, as described in their documentation, and can simply follow the steps below:

  1. Download this domain association file and host it at /.well-known/apple-developer-merchantid-domain-association on your site. For example, if you’re registering https://domain.com, make that file available at https://domain.com/.well-known/apple-developer-merchantid-domain-association.
  2. Next, tell Stripe to register your domain with Apple. You can do this by going to the Apple Pay tab in the Account Settings of your Stripe Dashboard.
  3. After registering your domains, you can now accept payments with Apple Pay on your FlexFormz.

 

It is very important to make the /.well-known/apple-developer-merchantid-domain-association file visible on your server

 

ACH Payments with Stripe

 

Stripe supports ACH payments—directly from bank accounts—alongside credit cards. 

  • ACH payments take up to 5 business days to receive acknowledgment of their success or failure. Because of this, your Stripe balance takes up to 7 business days to reflect ACH payments in your available Stripe balance.
  • You can only accept funds in USD and only from US bank accounts. In addition, your account must have a US (USD) bank account to accept ACH payments.
  • Donors’ bank accounts require verification. When using Stripe without Plaid, Stripe automatically sends two small deposits for this purpose. These deposits take 1-2 business days to appear on the customer’s online statement.
    • Verification emails from FlexFormz are sent one day after the donation was made and 4 days after the donation was made.
  • Donors have three verification attempts. If the donor exceeds this limit, the bank account cannot be verified.

 

DAF Pay

Dashboard

Once your Flexformz account is created and approved, DAF Pay will be connected automatically.

You can activate your DAF Pay account directly in the Chariot dashboard — it usually takes up to 48 hours to process. Setting up the account and processing may take about 5 days.

If you don’t, the money will still arrive in your bank account, but the setup and processing may take longer to reflect.

If you wish to disconnect it manually, go to Settings → DAF Pay → Disconnect.

Important: If you disconnect DAF Pay from your Flexformz dashboard, donations will not be processed—even if DAF Pay is still active on the plugin side.

 Under the Transactions section, select DAF to view a table with all donations made through DAF Pay.

DAF transactions are processed differently than regular transactions:

  • They will remain in pending status until you manually confirm them, after the Chariot team sends the DAF contribution information to your email.
  • When confirming the donation, you must also manually enter the donor’s information into your CRM.

In the DAF section, you can filter your total DAF Pay activity to view the total amount within a specific date range.

You can also use detailed filters to refine the donation table view

Plugin

  1. Log into your WordPress site.
  2. Go to Form Configuration and click on Payment Gateway Setup.
  3. Check the option “Enable DAF Pay” and set the visibility of the DAF button.

It can display either as an Express Donate button or as a radio button option.

Radio button

Express button

The option to allow the donor to cover the transaction fee does not apply to DAF transactions.

Donations through DAF Pay

For  the radio button configuration, all required form fields must be completed before continuing with the donation.

For the express button, simply clicking it will immediately take the donor to the DAF Pay flow.

Once the DAF lightbox is displayed, the donor can select their provider, log in with their username and password, and complete their donation with the option to adjust the amount and contact information.



 

*DAF Pay only processes donations with a One-Time frequency because it cannot track upcoming charge dates for Monthly donations.

 

DAF Button

The DAF payment option can be displayed as a standalone element, without showing the full form. This is ideal for landing pages focused exclusively on DAF giving. No code is needed—just follow the steps below to embed it directly in your WordPress site.

How to Add the DAF Button to a WordPress Page

  1. Log into your WordPress site.
  2. Go to the Form FlexFormz → Embed Your Form section in your admin dashboard.
  3. Select the form you created specifically for DAF donations.
  4. Under Form Type, select DAF Button.
  5. Click “Generate Shortcode”, then click “Copy Shortcode”.
    Generate DAF Button Shortcode
  6. Go to the WordPress page where you want to display the button.
    Edit WordPress page
  7. Paste the shortcode into the content editor and publish or update the page.
    DAF shortcode pasted in editor

Important: Only one DAF button can be added per page. If you try to add two or more, only the first one will be displayed.

Best Practices for the DAF Button

  • Use a dedicated form: Create a form specifically for DAF donations. This avoids confusion and ensures proper configuration.
  • Keep the form simple: Only include fields relevant to DAF giving.
  • Use one DAF button per page: Only the first button will display if multiple are added.
  • Consider a dedicated landing page: Tailor the messaging and layout for DAF donors to improve engagement.
    Landing page example for DAF