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Setting up the Products section on your form builder

Once you connect a payment processor and assign your prices you can specify how should the total price be calculated by setting up the Products section.

To do so, in your Form Editor scroll to the bottom of the form and click on the Payment Summary.

Payment summary

Afterward, click on the View inventory button.

View inventory

In the pop-up window, there are 5 columns: Name, Price, Quantity, Discount, Tax.

Products section

Name

Under this column, you will find the labels of all the fields that you have values assigned. At the top right corner of the window, click the plus sign to add more.

You can also rename your fields if you want to present your products in the Payment Summary differently than in the form itself. Just click on your item and start typing the new description.


Price

The Price column will auto-detect its type based on the field’s functionality. There are three types of values:

  • Multiple is for choice fields (Single/Multiple choice and Dropdowns) because there are more than one option to choose from and each choice can have a different price.
  • Variable is for Formula fields. The final value depends on the user’s choices.
  • The fixed price is displayed for input fields.

Click the price type. This will allow you to change the prices or assign values to your choices.

Note that formulas can not be modified from here. You will need to return to your formula field to bring changes.


Quantity

By default, each product is multiplied by 1. However, you can choose to multiply your product with a Number field.

In the first column select a choice field and under Quantity, select a Number field where users input their desired number of products.

Important Note

For each choice field you will need a different Number field for the quantity input.
Setting up product and quantity

Discount and Tax

In each field, you can apply a discount and a tax. You can choose a percentage or a fixed value. If you want to apply a discount or a tax on the total value, add it to the bottom of the Products page, at the On Total section.

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