Adding Payment Processing Fee to Gravity Forms Checkout

If you are using Gravity Forms to collect payment for a service, sell a product, or collect donations, you know that the payment processors, such as Stripe, Square, and PayPal, all charge a fee. That fee is usually somewhere around three percent or more specifically 2.9% +.30.

Unfortunately, we can’t make the fees go away, but if you’d like to pass that fee on to your customer or donor, you can do so with a product field and a simple formula.

Requirements

• Gravity Forms License (Pro or Elite)
• A Payment Add-On (i.e Stripe, Square, PayPal)
• About 10 minutes

Optional: Solutions to simplify this setup:

• Subtotal Merge Tag Add-On
• eCommerce Fields Add-On

I will touch on these solutions at the end of this tutorial, but we do not use them in this demo.

Setting up Your Form

In this demonstration, instead of forcing the customer to pay the processing fees, we’re going to give them the option to choose if they will cover the processing fees.

If you prefer to force the user to cover the fee, simply skip steps one and three below.

Step 1: The Choice Field

• Add a Standard Radio Button Field

You want this field to be at the top of the checkout section, ideally above the Total field and credit card field.

Step 2: Processing Fee Calculation

Part 1:

For the first part of this step, we need to add a product field to the form. Once added you need to change the field type to Calculation:

Part 2:

Once part one is complete, you will need to add the formula below to the formula field.

( {The Product (Price):ID} + .3 ) / (1 - .029) - {The Product (Price):ID}

For this to work, you will need to switch out the {The Product (Price):ID} merge tag with your actual product field price merge tag as shown below.

Step 3: Removing the Fee

Remember that we’re giving the user the option to choose if they want to cover the processing fee or not, so we need to add conditional logic to the processing fee field for them to opt out of paying the fee.

1. Click on the Processing Fee field
2. Click on the Conditional Logic setting section
3. Enable conditional logic
4. Configure the logic based on the radio button field we set up in step one
5. Save the form

Step 4: Testing the Form

Now that the form is set up and saved, you will be able to pass the processing fee along to the customer.

The best part about using this specific formula is that the outcome is a perfect price split between your original product price and the processing fee, as shown in the payment details below:

FAQs

What if you have multiple products?

You can add multiple products to the processing fee calculation formula. As demonstrated here:

What if you have Products with Quantity Fields?

You can still make this work; you will need to get a little more complex with the formula.

Let’s say you have two products with a quantity field; the formula would look like this:

( ({Product 1(Price):1.2}*{Product 1(Quantity):1.3}) + ({Product 2(Price):2.2}*{Product 2(Quantity):2.3}) + .3 ) / (1 - .029) - ( ({Product 1(Price):1.2}*{Product 1(Quantity):1.3}) + ({Product 2(Price):2.2}*{Product 2(Quantity):2.3}) )

In this calculation, you multiply the product price by the quantity and then add the total of those two fields together. The rest of the formula is the same.

I recommend you use the merge tag selector when creating your formula so that you can get the right field element. You probably noticed that the ID looks different than if you had just a standard product field.

Optional Add-Ons

In all cases, single products, multiple products, and products with quantities and options, these add-ons will simplify the calculations.

• Subtotal Merge Tag

This add-on is free and only works in calculations. But it means that you do not have to add every product and product option to the formula.

This is an example of how the calculations for products with quantities would look if you used this plugin.

Take this:

( ({Product 1(Price):1.2}*{Product 1(Quantity):1.3}) + ({Product 2(Price):2.2}*{Product 2(Quantity):2.3}) + .3 ) / (1 - .029) - ( ({Product 1(Price):1.2}*{Product 1(Quantity):1.3}) + ({Product 2(Price):2.2}*{Product 2(Quantity):2.3}) )

and make it this:

({subtotal} + .3 ) / (1 - .029) - {subtotal}

I think you would agree this is much simpler.

• eCommerce Fields Add-On

This add-on is a bit more advanced than the one above, and it is not free. With this one, you get a few new fields that can be used in your forms:

1. Tax Field
2. Subtotal Field
3. Discount Field

If you’re looking for a way to extend your commerce forms, this plugin is worth looking into.

Need More Help?

If you still need help, feel free to use the comments or chat options below.

If you have an active Gravity Forms license, you can also open a support ticket here.