Payment Options

Payment Options

You can collect payments through your form with the Payment field. The payments will be processed through third-party merchants. 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

Start by adding the Payment field to your form.

When the Payment Settings pop-up appears:

  1. Under the Field Label box, add a label for the payment field.
  2. Choose whether to make the Payment field mandatory using the checkbox.
  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 Standard

If you've selected PayPal Standard,

  1. Enter your Account Name and specify the Payment Amount.
  2. Choose the required Currency from the dropdown.
  3. Specify in the checkbox whether you're in Sandbox Mode.

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

  1. Log in to your PayPal account.
  2. Go to your profile.
  3. Look for the "PayPal button language encoding" section under the My selling tools.
  4. Make sure your website language is set to the correct language.
  5. Click the more options button.
  6. Make sure encoding is set to UTF-8
  7. Save the settings.

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

PayPal Checkout

If you've selected PayPal Checkout,

  1. Enter your PayPal Client ID and Client Secret. Click here for the steps required to obtain Client ID and Secret.
  2. Choose the required Currency ​from the drop-down menu.
  3. In the Payment Amount box, specify the required amount. PayPal requires a minimum of $5 USD (or its equivalent amount in other currencies) for transactions.
  4. Check the Sandbox Mode checkbox, if you want to test payments in sandbox mode.
  5. Under Description, you can customize the message which gets included in PayPal's "Description" section of the email sent to the payers upon successful transactions.
  6. From the Shipping Preference drop-down menu, select any of the following three options:
    • No Shipping: Select this option if you have no shipping preference.
    • Payer-editable Address: This preference will provide your form responder with the option of editing their shipping address in PayPal's payment page. You can also choose to map PayPal's Name and Address fields with the relevant form fields as shown below-​

    Note: ​If you haven't mapped PayPal's Address field with the relevant form field, then the default address from your form responder's PayPal account will be used on the payment page. If the responder has not provided any address in his/her PayPal account, then they will still be able to provide an address on the payment page.

    • Fixed Address​: This preference will not provide your form responder with the option of editing their shipping address in PayPal's payment page. After selecting this option, map PayPal's Name and Address fields with the relevant form fields as shown below-​​

    Note: 

    • Form respondent's entry in the form's Address field will be used as the shipping address on the payment page.
    • To avoid transaction failure, the form's Address field being mapped with PayPal should be set as mandatory and not be hidden.
  7. Under Payer Information, select the required form fields from the given drop-down menus. Entries received under such fields will pre-fill payer information during the payment process.

To obtain PayPal Client ID and Secret,

  1. Go to PayPal and click Log in to Dashboard button (If you're already logged in, go to the step given below.)
  2. Under DASHBOARD, go to My Apps & Credentials.
  3. Select Sandbox or Live, depending on your requirement, and click Create App button.
  4. In the next screen,
    • If your selection is Sandbox, enter a name in the App Name box. Then, make a pick from the Sandbox Business Account drop-down menu and click Create App button.
    • If your selection is Live, click Create App​ button. In the next screen, enter a name in the App Name box and click Create App button.
  5. Now, you can copy the Client Key and Secret credentials from the newly-loaded screen.

Note: 

  • If you've configured the Payment field using Paypal Checkout, your form respondents can make payments directly using a credit card, without having to create a PayPal account.
  • Based on the region and availability, PayPal Checkout supports the following modes of payment: PayPal, Credit or debit cards, PayPal Credit, Venmo, SEPA-Lastschrift, Bancontact, EPS, Giropay, iDEAL, MyBank, Przelewy24, and Sofort.

Stripe

If you have chosen Stripe,

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

Under Payment Information, you can specify the details to be shown in the Stripe dashboard.

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

  2. From the Mail Receipt to dropdown, choose the required Email field. Stripe will send the receipt of the transaction to this email address.
  3. 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,

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

Razorpay

If Razorpay is your chosen merchant,

  1. Enter your Key ID and Key Secret.
  2. Specify the Payment Amount.
  3. Choose the required Currency from the dropdown.
  4. 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,

  1. Enter your API Login ID and Transaction Key.
  2. Enter the Public Client Key. To obtain this,
    • Login to https://account.authorize.net/ using an administrator account.
    • Navigate to Account > Settings > Security Settings > General Settings > Manage Public Client Key.
    • Enter the secret answer to your secret question in the section CreateNewPublicClientKey and click Submit. The client key is shown as a string.
  3. Choose the required Currency from the dropdown.
  4. Specify the Payment Amount.
  5. 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.
  6. Under Payment Information, specify the details to be shown in your Authorize.Net dashboard.
  7. You can merge form responses into the Description and personalize it. Click the ​ icon and choose the required fields from the drop-down list.

  8. Click the MailReceipt to dropdown and choose the required email field. Authorize.Net will send the receipt of the transaction to this email address.
  9. 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 the 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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