Payment Options

Payment Options

You can collect payments through your form with the Payment field. You can also configure formulas to calculate the payment amount and choose to trigger workflows only on successful payment.

Table of Contents

Setting up Payment field

The payments will be processed through third-party merchants. Start by adding the Payment field to your form. When the Payment Settings pop-up appears:

  1. Enter a Field Label for the Payment field in the given text box.
  2. Choose whether to make the Payment field mandatory using the check box.
  3. Choose from the two Payment Types provided:
  • Fixed: Choose Fixed if you are looking to collect a fixed amount (Eg. registration fee) from your customers or if you want to use the formula field to calculate the fixed amount. 
  • Variable: If you choose Variable amount, your respondents will be able to edit the payment field. The respondents will be able to overwrite the specified value and enter an amount of their choice (Eg. Donation). You can specify a minimum amount or use the formula field to calculate the amount.
  1. Payment Gateway: Under this section, select the third party merchants you would like to use, from the drop-down list. We've integrated with:

You can configure payment settings for all four merchants if you wish to provide your customers with the option of paying through the payment merchant of their choice.
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:

PayPal

If you've selected PayPal,

  • Enter your Account Name and specify the Payment Amount.
  • Choose the required Currency from the dropdown.
  • Specify in the checkbox whether you're in Sandbox mode.

If transactions made in Paypal are not reflected in your Entries then:

  • Log into your PayPal account.
  • Go to your profile.
  • Look for the "PayPal button language encoding" section under the My selling tools.
  • Make sure your website language is set to the correct language.
  • Click the more options button.
  • Make sure encoding is set to UTF-8
  • The save settings.

Note: If you've configured the Payment field using Paypal, your form respondents can make payments directly using a credit card without having to create a PayPal account. Learn more.

Stripe

If you have chosen Stripe,

  • Under Account Information, enter your Publishable and Secret keys.
  • Choose the required Currency from the dropdown.
  • Specify the Payment Amount.

Under Payment Informationyou can specify the details to be shown in the Stripe dashboard.

  • You can merge form responses into the Description and personalise it. Click the ​ icon and choose the required fields from the drop down list.

  • From the Mail Receipt to dropdown, choose the required Email field. Stripe will send the receipt of the transaction to this email address.
  • Specify the Name and Address fields under Shipping Details which is optional.

Note: Under Shipping Details, if you have included the Name, then you must also include Address and vice versa.

2Checkout

If 2Checkout is your chosen merchant,

  • Enter your Account Number and Secret Word.
  • Specify the Payment Amount, and choose the required Currency from the dropdown.

Razorpay

If Razorpay is your chosen merchant,

  • Enter your Key ID and Key Secret.
  • Specify the Payment Amount.
  • Choose the required Currency from the dropdown.
  • Under Prefill Information, you can include the email address and the phone number from the form fields. This information will be prefilled in the merchant site.

In your live form, the amount, text entered, and the merchant icon will be displayed. When the respondent clicks the Submit button, he/she will automatically be redirected to the merchant site to make the payment. 

Authorize.Net

If you have chosen Authorize.Net,

  • Enter your API Login ID and Transcation Key.
  • Enter the Public Client Key. To obtain this,
    1. Log in to https://account.authorize.net/ using an administrator account.
    2. Navigate to Account > Settings > Security Settings > General Settings > Manage Public Client Key.
    3. Enter the secret answer to your secret question in the section CreateNewPublicClientKey and click Submit. The client key is shown as a string.
  • Choose the required Currency from the dropdown.
  • Specify the Payment Amount.
  • You can test your payment gateway with your form, using Sandbox mode. Note that it is a test mode and the payment made through this will not involve real money transactions. To do this, you will need to create an account in https://developer.authorize.net/hello_world/sandbox/. To know more, click here.
  • Under Payment Information, specify the details to be shown in your Authorize.Net dashboard.
  • You can merge form responses into the Description and personalise it. Click the ​ icon and choose the required fields from the drop down list.

  • Click the MailReceipt to dropdown and choose the required email field. Authorize.Net will send the receipt of the transaction to this email address.
  • Specify the Name and Address fields under Shipping Details (This is optional).

Note: Under ShippingDetails, if you have included the Name, then you must also include Address and vice versa.

Workflow

By checking this box under 'Workflow' the following actions will get triggered only in case of successful payment:

  • Approval processes
  • Email notifications
  • Rules configured for assigning tasks and sending emails
  • Integrations

 

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