Introduction

The Payment Processor Tool is used to integrate different payment gateway methods. Currently, this tool supports Stripe and Paypal. Users can modify the product details to generate a customised payment link. The payment link can be conveniently sent to customers via email or any configurable ways, allowing them to perform payment.

This plugin is created with the aid of Stripe API Documentation and Paypal API Documentation.

Plugin Info

Plugin Available in the Bundle:

1. Payment Processor Tool

This plugin bundle is compatible with Joget DX 8.

Expected Outcome

To successfully generate a Stripe and Paypal payment link to be shared to users to perform payment.

Get Started

Prerequisites

To start using this plugin, you must first have a stripe or paypal account.

1. Stripe Account

To sign up for a stripe account, please refer to this:

Sign Up and Create a Stripe Account | Stripe

Locate your API keys by referring to:

Locate API keys in the Dashboard : Stripe: Help & Support

Payment test cards for testing usage:

Test payment methods | Stripe Documentation

2. Paypal Account

To sign up for a paypal account, please refer to this:

Log in to your PayPal account

Locate your API keys by referring to:

How to get a PayPal API key: examples, integration and pricing [2023] (elfsight.com)

Create sandbox accounts for testing usage:

Sandbox accounts (paypal.com)

3. API Domain/IP Whitelist

To ensure the successful operation of this plugin, it is essential to whitelist the domains or IP addresses of the host. Typically, this involves adding the IP address or domain name of your Joget application server to the whitelist. To access this section of Joget, go to Settings → General Settings and scroll down till you see API Domain/IP Whitelist section.

Figure 1: API Domain/IP Whitelist

Steps

How to install the plugin

You can choose to import the demo app or create the app from scratch.

Steps for importing demo app

1. If you choose to import the demo app, you can get it from Download Demo App.

2. Go to Joget Home or All Apps and click on Import App to import the downloaded demo app.

3. Fill in the stripe and payment API and client keys.

Figure 2: Fill in the API and client keys

Steps for creating app from scratch

1. The first part of the app is the form. You can create a form to hold the hidden fields for Stripe payment method to work smoothly. 

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Figure 3: Stripe Hidden Field Form

You can also attach any extra tool in this the hidden field form as this form will get submitted and thus running the post processing tool. You must select to run post processor on Data Update.

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Figure 34: Stripe Hidden Field Form - Post Form Processing

2. Generate a CRUD for the hidden field form.

Figure 45: Stripe Hidden Field Form - Generate CRUD

3. Create another form to receive customer information input.

Figure 56: Stripe Customer Payment Form

4. Add a custom HTML to let user easily click on the generated link later on. The table name will be the form with the hidden fields.

Figure 67: Stripe Stripe Customer Payment Form - Custom HTML

5. Attach the plugin tool to the customer form created. You should not attach this tool at the hidden field form.

Figure 78: Stripe Stripe Customer Payment Form - Attach Tool

6. Fill in the plugin configurations. Refer to Payment Processor Tool Properties for more information on how to fill the plugin configurations. Redirect Details will be the form created in next step.

Figure 89: Plugin Configurations

7. Create a form for order confirmation page, to act as the redirected page after the payment has been made.

Payment Status field with ID payment_status is compulsory to ensure that user does not click on the same link twice to avoid duplicated payment.

Figure 910: Stripe Payment Order Confirmation Form - Payment Status

8. To configure the alert message, we retrieve the parameter "src" that is redirected from the payment processor web service, and store it in a hidden field alertmsg.

Figure 1011: Stripe Payment Order Confirmation Form - Request Param value stored in Hidden Field

9. Create a section that holds the success or warning message. Configure the visibility of the section based on the hidden field value from alertmsg. Refer to table 1 for more information.

Figure 1112: Stripe Payment Order Confirmation Form - Section Visibility

Table 1: "src" Parameter Value

10. Create a custom HTML to show the message when each section is visible. A sample code block for the success message is shown below. Please configure accordingly based on your desired message output.

Figure 1213: Stripe Payment Order Confirmation Form - Custom HTML message

<div id="alertmsgSuccess" class="alert alert-success alert-dismissible fade show" role="alert">
    <strong>Payment Success!</strong> - Thank you, your payment has been successfully processed.
    <button type="button" class="close" data-dismiss="alert" aria-label="Close">
        <span aria-hidden="true">×</span>
    </button>
</div>

11. Configure the similar hidden field form, customer form and order confirmation form for Paypal. The only difference is that for paypal, these hidden fields are different with Stripe, and are also compulsory to ensure Paypal payment method works smoothly.

Figure 1314: Paypal Payment Form Payment Form with hidden fields

12. Create a UI to hold all the forms and datalist. Use the hidden field form as the List, customer form for Add and Edit.

Figure 1415:  Payment Processor UI - Datalist

13. Create a hidden category to hold the order confirmation forms. The Menu ID of the order confirmation pages will be used in the Redirect Details in plugin configurations.

Figure 1516: Payment Processor UI - Redirection Form

How to use the plugin

1. Save and launch the UI. Go to Stripe customer form. Fill in the details and submit.

Figure 1617: Fill in Stripe Payment Customer Form 

2. Go to the CRUD list. You can see that the stripe payment link has been generated. Now click on edit.

Figure 1718: Stripe Payment List

3. Click on Pay with Stripe. You can also share the link with your desired method, by downloading the form as PDF and sharing to the customer, or even using the Email Tool to send the stripe_payment_link using hash variable.

Figure 1819: Clicking on payment link

4. Now you will be redirected to the payment page of Stripe. You can use the test cards to test out the payment flow. 

Figure 1920: Stripe Payment Gateway

5. After payment is complete, you can see that you are redirected to the order confirmation page. The payment intent details are saved to the same form as the payment link form (form with hidden fields). You can configure the payment intent into table form or retrieve any values that you think are useful to your use case.

Figure 2021: Stripe Payment Order Confirmation Form - Successful Payment

6. Now go to the Stripe CRUD list and click on Pay with Stripe again. You will directly be redirected to this order confirmation page, showing that payment has already been processed earlier.

Figure 2122: Stripe Payment Order Confirmation Form - Duplicated Payment

7. For Paypal, the payment flow is similar, the only difference is that the payment gateway looks like below:

Figure 22 23 & 2324: Paypal Payment Gateway

Payment Processor Tool Properties

Configure Payment Processor Tool

Figure 2425: Plugin Configurations for ALL type

Download Demo App

• APP_paymentProcessorSampleApp-1-20231228175812.jwa (with plugin and form data)