Beyond Pay for Gravity Forms

Securely accept credit cards directly from Gravity Forms using Beyond with this WordPress plugin.

Features

• Accept Visa, MasterCard, American Express, Discover, JCB, and Diners Club brand cards directly on your website
• No redirect to a third-party hosted payment page, reducing checkout friction and cart abandonment
• Card data is securely captured with Beyond Pay Gateway’s hosted payment fields presented via inline frame (iframe) and tokenized before reaching your WordPress server
• Simplifies merchant PCI compliance obligations to the shorter Self-Assessment Questionnaire “A” (SAQ-A)
• Support either pre-authorization and later capture, or authorization and capture at once (the combined “sale” transaction type)
• Optimize B2B card acceptance costs by automatically sending additional transaction data elements (also known as “Level II” and “Level III” information
• Gravity Forms’ “Entries” page displays transaction details and allows for capture of authorizations
• Custom CSS styling support for the hosted payment fields so that you can create your ideal Gravity Forms experience
• Test/sandbox mode for development and staging

Configuration

1. From your WordPress /wp-admin page, navigate to Gravity Forms > Settings.
2. Select the Beyond Pay tab on the left navigation bar.

3. Proceed to configure payment method options available on this page (see screenshot):

   • Enable Test Mode – controls whether transactions are sent to the Test/Sandbox or the Live/Production Beyond Pay Gateway environment and which type of API keys are expected; defaults to Live
   • PublicKey, PrivateKey, Username, Password, MerchantCode, and MerchantAccountCode – these are the credentials by which the plugin authenticates to the Beyond Pay Gateway in order to process payments; for Test Mode, you can request Beyond Pay Gateway sandbox API keys while live credentials are provided by Beyond once the merchant processing account is approved
   • Transaction Mode – controls how authorizations and payment captures are managed
   • Set this to Authorization to perform only an authorization (“pre-auth”) when the form is submitted, which requires the Capture Payment button on the Gravity Forms “Entries” page be clicked in order for the payment to be captured (usually when an order is shipped)
   • Set this to Sale to authorize and capture the payment immediately (usually used for donations, registration forms, or digital purchases)
   • Level II/III Data – controls which extended data elements are automatically sent with transaction requests in order to optimize interchange rates on B2B cards; Level II includes reference number and tax amount, while Level III includes line-item details. Set to Level III to ensure you always qualify for the best rates on eligible corporate purchasing cards. (Tax-exempt transactions are not eligible for Level II interchange rates but may be eligibile for Level III.)
   • Advanced Styling – allows for customized styling of the Beyond Pay card collection iframe via CSS

4. Click the Update Settings button once you have completed configuration; the page will refresh and a message reading “Beyond Pay settings updated” will display at the top.

You are now ready to accept payments through Beyond Pay for Gravity Forms!

Creating a Payment Form and Feed

1. From your WordPress /wp-admin page, navigate to Gravity Forms > New Form and give the new form a title.
2. Select the Pricing Fields field type from the floating panels on the right.
3. Click Credit Card to add the Beyond Pay hosted payment fields to your form (see screenshot).
4. Click Update to save your changes.
5. Click the Settings tab on the top of the edit forms page.
6. Click the Beyond Pay tab on the left navigation bar of the Form Settings menu.
7. Click Add New Feed button.
8. Enter a name for the feed and select Products and Services from the Transaction Type drop down.
   • NOTE: You should select “Products and Services” regardless of whether you are selling physical or digital products or services, or accepting a donation.
9. Select the field that will determine the Payment Amount or select Form Total to use the calculated total of all pricing fields.
10. Select which other fields in your form map to the customer billing information to be sent to Beyond Pay Gateway (specifically Name, Phone, Street Address, and Zip fields) (see screenshot).
11. Press the Update Settings button and you will see “Feed updated successfully.”
12. Now, add or edit a WordPress page and select Add Form and choose the payment form you created: it will be embedded on your page and ready to take payments!

– NOTE: If you set the Transaction Mode to “Authorization”, you MUST perform the additional “capture” step in order to receive payment:
– Once you receive a form submission / payment, navigate to Gravity Forms > Entries from your /wp-admin panel.
– From the Payment Details panel at the upper-right, click the Capture Payment button (see screenshot).