You can set up payment integrations for your online order forms and start collecting money from your customers, as easy as 1-2-3! Assign prices to your items and set up discounts and fees. In this article, you will learn how to set up payment integrations.
First, you need to assign the values to your products/services. To do so, add a choice field (Single/Multiple choice or Dropdown) and list the available options in the form builder.
Click the field to open its options in the left-side panel and select Price from Payment & Calculation section.
Next to each option type in their correspondent price.
If you need the user to type in a custom amount, add a Number field and assign the value “1”.
The Number field also works as a quantity field. You can assign the price of the product to the field and the user can input the quantity.
To create mathematical operations on your form, add a Formula field. Use the Add field button within the calculator to add your form fields.
After the calculation process is done, scroll to the last section of the Form Editor called Payments. Here you’ll find all the available payment gateways that you can add to your form.
Next, select your payment processor and provide the necessary credentials.
Once connected, at the bottom, a new section will appear (Payment Summary – a demonstration of the payment summary design and Payment Processors – listing all the payment gateways you have currently connected or disabled).
Click on the Payment Summary table.
On the left-side panel you will notice the following options regarding the payment integration:
After that, click on the View inventory button.
A pop-up window will appear where you can see all the fields that have prices assigned. Determine how you want to calculate the total price.
You can also change the currency you wish to accept payments in, by clicking on the Currency button.
Below is a list of all the payment processors that we have an integration with:
Here is a list of the most frequently asked questions. For more FAQs, please browse through the FAQs page.
How can I offer the option to pay now or pay later? My classes offer a free trial option, so not all users will want to purchase classes upon registration.
Hi Libby, I am afraid that it is not possible to schedule a payment for a later time. When you add a payment processor to your form, the payment is made on the spot. However, if your users select the trial option, you can use Form Rules to redirect them away from the payment processor. Please check our article on “Online and offline payments“ to learn more about this option. I hope this helps and please don’t hesitate to reach out if you need any assistance setting this up. Have a great day!
I don’t seem to be able to add tips to the Square integration payment process. How can I do that?
Hello Osbaldo! Square tips haven’t been included in our integration, however, there are ways to ask users for tips on your form. One solution would be to add a Number field, where users can input the tip amount they want to leave. If you need to tax users a certain amount based on their orders, you can add a percentual tax on the total amount in the Products section. If you need help setting up either option on your form, please feel free to contact us at firstname.lastname@example.org or on live chat. Have a fantastic day!
Thanks, the form redirection now works, but I’d prefer the user to see the form’s ‘thank you page’ as setup rather my designated URL redirection page – unless I can somehow carry across some of the form fields as you can when designing the HTML thank you page. Is this possible?
Hi again Philip! Glad to know that the redirection works now. Unfortunately, it is not possible to forward user information from your form to your webpage, and with this specific form setup, you can only use the option to redirect users to a webpage. If you have any other questions, please don’t hesitate to reach out. Thank you!
I want to give my users the option of either proceeding to the payment gateway or to be emailed an invoice.
I’ve tried form rules but no matter what I do, the final button (eg. submit) always opens the Stripe gateway.
Is this possible to resolve (I don’t use CSS)?
Hi Philip! Have you followed the steps from this article? Please also make sure to tick the option “Enable rules for this form” after you create them. If you’re still redirected to Stripe after setting up the form, please contact us at email@example.com so we can further investigate this situation. Have a great day!