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Payment Integration

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.

Product list

Click the field to open its options in the left-side panel and select Value / Price. Next to each option type in their correspondent price.

Assign values

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.

Formula field

After the calculation process is done, scroll to the last section of the Form Editor called E-Commerce. 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).

Payment summary and processors

Click on the Payment Summary table.

On the left-side panel you will notice the following options regarding the payment integration:

  • Order details (set up the currency, discount on total, tax on total).
  • Show detailed formula and Show discount & tax.
  • Show summary on form/ after submit. Choose if you want your form users to review their payment options or not, before sending their entry.
  • Show live order summary. On top of the form the total is calculated in real-time. It is updated with any price added or removed.
  • Columns. Here you have the freedom to rename the Payment summary table columns’ names.

After that, click on the View inventory button.

Payment options

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.

Products summary

  1. Name. Here are all the fields that calculate the total price. Click the plus sign to add a new product.
  2. Price. This column will show you the actual price of the field or Multiple, Variable. Multiple means that you have multiple prices in that field. Variable is displayed when you have a formula.
  3. Quantity. By default, it is “1” (e.g the value assigned to the field: $154 x 1). However, you can also add a Number field in this column. This way, the price will be multiplied with the number inputted on the form. This works great when the form user needs to specify the quantity for a specific product.
  4. Discount. Here you can establish a discount for each field in percentage or a fixed amount.
  5. Tax. Similarly to the Discount option, you can add a tax for each field, either in percentage or fixed amount.

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:

  • PayPal Express Checkout
  • Square
  • Stripe
  • Authorize.net
  • PayPal
  • PayPal Pro
  • SagePay
  • PayPal Payflow
  • Braintree
  • PayU
  • FreshBooks
  • Stripe Checkout
  • Payfast
  • Sisow
  • Worldpay
  • Civica

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4 comments

  1. Hi Karla

    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?
    Thanks

    1. 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!

  2. Hi
    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)?
    -Thanks

    1. 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 customercare@123formbuilder.com so we can further investigate this situation. Have a great day!

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