Integrating Payment Into Forms

Navigating to Forms: To begin, navigate to the "Sites" section of the CRM, and then proceed to "Forms and Builder". Here, you will find all your existing forms. You have the option to either modify an existing form or create a new one from a template or scratch.

Selecting a Form: Choose the form you wish to integrate with payment functionality. If you're creating a new form, follow the prompts to set it up according to your needs.

Adding Payment Elements to Your Form

Inserting the Payment Element: Scroll to the desired location within your form and click the plus icon to add a new element. Locate the "Payment" element and drag it to the appropriate spot on your form.

Customizing the Payment Element

• Ensure the payment element is set to "Live Mode" if you wish to start accepting payments immediately.
• Customize the payment description to clearly indicate what the payment is for.
• Optionally, add a short label that will be visible to the form filler.

Setting the Payment Amount:

• If you wish to collect a specific amount, enable the option to specify an amount and enter the desired figure (e.g., $500 for a service).
• To collect variable amounts, such as for donations, disable the fixed amount option, allowing customers to enter any amount they wish.

Final Adjustments:

• If you're collecting a fixed amount, you won't need a placeholder. If collecting variable amounts, you can set a placeholder like "Enter any amount".
• Decide whether to display footer information on the payment element, which can be hidden if preferred.

Completing and Utilizing Your Payment-Integrated Form

Once you've customized your form with the payment element, your customers will be able to make payments directly within the form. This setup is ideal for reducing the number of steps required to make a payment, thereby streamlining the process for both you and your customers.

Payments made through the form will be recorded under the "Transactions" section within the "Payments" tab of the CRM, allowing you to easily track and manage incoming payments.

Troubleshooting and FAQs

What if the payment element doesn't appear in my form? Ensure you've correctly dragged the payment element into the form and that it's set to "Live Mode".

How do I refund a payment made through a form? Refunds can be processed through the "Transactions" section by selecting the specific payment and opting to issue a refund.