Adding a payment field to a form

Payments can be incorporated into the fields of a form created through Form Generator.  To create a payment field, you must either enable payments when creating or modifying the form itself, or when you are creating the individual field, you can choose the "Click here to enable payment fields" option. See Form Payment/Confirmation for details.

When you are adding fields to a form for which you have enabled payments using either of the two options mentioned above, you should have five field types that start with the word Payment to choose from.  Follow the instructions below to create a payment field while on the Creating fields area.

1. Create a new field and type in its name.

2. In the "Field Type" pull-down menu, choose one of the following field types:

• Payment-Pulldown: A person can choose one (and only one) fee from a list of one or more fees that you create.  Following is a typical payment pulldown.

  

• Payment-Text: A person can enter one line of numeric value. The text can only include numbers and decimals but not multiple lines. This is the ideal choice for fields that allow the user to enter their own amount and be processed as a payment.

• Payment-Multi Pulldown: A person can choose one or more fees from a list of fees that you create.  (This is far less common; when in doubt, choose Payment-Pulldown.)  Following is a sample payment multipulldown.

  

• Payment-Standard: You can use this field type as a shortcut if you need to create either a Yes/No payment field or a 1-10 quantity payment field.  See the next item for further explanation.

• Payment-Radio Button: You can use this field type to provide the user with certain pre-designated payment choices from which one selection can be made. This is best used when you want one selection to imply that the other is not.

3. If you chose Payment-Standard as your field type, a gray box will appear that needs to be completed.  Otherwise, skip to step 4.

• If this is a Payment-Standard type field, is this a single fee (yes/no) or based upon a selected quantity (1-10)? There are two fee types:

• Single fee: The field on the form will be a Yes/No field.  If the person chooses "Yes," they will be charged the fee you put in the next box.  If they choose "No," they will not be charged a fee.

• Based fee: The field on the form will be a dropdown from which the person can choose a quantity to purchase.  The fee you put in the next field will be multiplied by the quantity the person chooses.  The quantity will either range from 0-10 (if the field is not required) or 1-10 (if the field is required).

• What is the fee to be charged?  Enter the fee with no dollar sign.  For a Single Fee, the form will have a Yes/No field that charges people that amount if they choose Yes.  For a Based Fee, the form will have a 1-10 quantity pulldown and will charge the amount you enter multiplied by the quantity chosen.

  NOTE: The system will not automatically display the price you select.  Thus, it is your responsibility to type the price into either the Field Name or the Field Description.  Otherwise, the person filling out your form may not realize they have been charged for the option they chose until they reach the payment screen.

  Example of Payment Standard - single fee

  Example of Payment Standard - based fee

 

4. Click Submit Form Field.

5. If the field type is Payment-Pulldown or Payment-Multi Pulldown, the next step will be choosing field values.

• For each possible price in the pulldown, enter a Field Value that says what you want to see as a pulldown value (such as Member Fee - $100).  We recommend that you include the price of each option in the field value itself, so that the price displays in the pulldown.

• Enter the corresponding price for each field value in the price field.  (This tells our system what the option costs; it does not appear on the form anywhere.)

  WARNING: Do not use commas in the field value or the price field!  Doing so can cause the form not to function.

• You can create as many or as few prices as you wish.  If you create only one price, and you require this field, then anyone who fills out the form must pay that amount.  If you create multiple prices, then the person filling out the form can choose among the various prices you create; again, if you require the field, they must pick one of the fees you created.

• As an example, to create a payment pulldown with two possible fees - a Member Fee with a cost of $100, and a Non-member Fee of $150 - the information would be entered as follows.

  Field Value 1: Member Fee - $100
  Price: 100

  Field value 2: Non-Member Fee - $150
  Price: 150

6. Remember to click Submit Form Field a second time once the field values and corresponding payments are created.  This will finish creating the field and return you to the current list of fields for the form.

You can create just one payment field on a form, or you can create multiple payment fields (for example, one field for the registration fee and a separate field to purchase lunch).  If you create multiple payment fields, the system will automatically total all payment fields and present the total amount on the payment page that displays when the form is submitted.

Keep in mind that the payment options someone sees when they submit a payment-enabled form depend on your Online Payments setup.  See Setting up methods of payments for details.