How to Add Payment Functionality to Forms

Accessing Forms in CRM:

Start by heading to the "Sites" section within your CRM platform. From there, select "Forms and Builder". This is where all your existing forms are stored. You can either choose to modify an existing form or create a brand-new one using a template or from scratch. 

Choosing the Right Form:

Select the form you want to integrate with a payment option. If you’re setting up a new one, follow the prompts to create and structure it as needed.

Integrating Payment Features into Your Form

Adding the Payment Option:

To add payment functionality, scroll through your form to the section where you want to insert it. Click the plus (+) icon, and from the available options, drag the "Payment" element into your form. There are two primary choices:

• Sell Products: This transforms your form into a product checkout page.
• Collect Payment: This option allows the form to accept monetary contributions, acting like a payment gateway.

Setting Up "Sell Products" Element:

Make sure the payment element is switched to "Live Mode" to begin accepting transactions immediately. To add products, click the "Add Product" button, which will open a menu to help you select what you want to offer for sale. 

Choosing Products to Sell:

After clicking "Add Product", a new section will appear, allowing you to select products. You can choose whether to include a description or image of each product by checking the appropriate boxes. 

Applying Coupons:

If you plan to offer discounts, enable the coupon option. This allows customers to apply any relevant coupons. You can also adjust the alignment of the coupon field within the form. 

Final Touches:

You can modify how products appear by adjusting the layout. Additionally, you have the option to hide the footer or customize its content based on your preferences. 

Configuring the Payment Element

Activating Payments:

Ensure that the payment feature is in "Live Mode" to start processing payments instantly. You can personalize the payment description to clarify what the charge is for and, if necessary, include a brief label for the users filling out the form. 

Setting Payment Amounts:

To collect a specific amount, such as for a service or product, enable the fixed amount option and input the price (e.g., $500). For more flexible payments, such as donations, you can disable the fixed option, allowing users to enter the amount they wish to pay. 

Final Adjustments:

When dealing with fixed amounts, placeholders aren’t necessary. However, for variable payments, you can add a placeholder such as “Enter your amount”. Decide if you want to include any footer information for the payment element, which can be hidden if desired. 

Completing the Payment-Integrated Form

• Once your form is customized with the payment option, customers can make payments directly within the form. This integration reduces the steps required for transactions, simplifying the process for both you and your customers. Payments made through the form are automatically recorded in the CRM’s "Payments" section under "Transactions", making it easy to manage and track payments.

Troubleshooting and Common Questions:

• Why isn’t the payment feature showing in my form? Ensure that you’ve correctly added the payment element and that it’s set to "Live Mode".

• How can I process refunds? Refunds can be issued by navigating to the "Transactions" section, selecting the specific payment, and choosing the refund option.