We’re going to be covering a very important topic in this post: money. Specifically, how to use Zoho Forms to collect the money you’re owed. Whether you’re running an e-commerce business or a nonprofit, you can collect payments or accept donations right in your online forms. You just have to get familiar with the Payment field.
The Payment field is a great way to use your forms to turn orders into hassle-free payments. Combine it with the Formula field, and you’ve got yourself an order form that calculates your total and collects the money for you.
Start by adding the Payment field to your form. When the Payment Settings pop-up appears:
- Enter a field label for the Payment field.
- Choose whether to make the Payment field mandatory.
- Choose a Fixed or Varied Amount payment type
A Fixed payment means that you decide the payment amount (for instance, for a workshop registration fee). A Varied Amount payment means that your respondents can decide how much they want to pay (for instance, a voluntary donation). If you choose Varied Amount, you can specify the Minimum Value that must be paid. If you choose Fixed, you can use a Formula field to calculate the payment amount based on the order contents.
Now that you’ve chosen how much to be paid, it’s time to choose how to get paid. Let’s take a look at how to set up your payment gateway so you can get your hands on your dough.
Zoho Forms offers integrations with three merchants for processing your transactions:
Choose just one or all of them —it’s up to you. You can configure payment settings for all three merchants if you want to allow your customers to pay through the payment merchant of their choice. People like choices, especially when it comes to money, so why hold back?
Choose a merchant from the Payment Gateway dropdown. For multiple payment options, click Add Merchant and select another gateway. After this, each merchant has its own setup process:
If you’ve selected PayPal, enter your Account Name, Payment Amount, currency, and whether you’re in Sandbox mode.
For Stripe, just enter your Publishable and Private keys, currency and Payment Amount.
If 2Checkout is your chosen merchant, enter your Account Number, Secret Word, Payment Amount, and Currency.
That’s it! Now that you can set up payments like a pro, start creating those forms and raking in that money.
May your cash registers always be ringing!