Forms Manager: Pay with a form

This article refers to our legacy product, Forms Manager. For the best Finalsite experience, we recommend using our newest product, Forms, which is already available to you in your modules list. To learn more, please review our New Forms FAQ or Compare Forms and Forms Manager.

Now that you’ve learned how to build and edit a form, and before you move on to setting up redirects and notification emails, you may need to set up payments for your form. If you want to collect money using your form, this is where to begin.

Step 1: Set up a payment gateway

The first step to enabling payments on a form is to set up a payment gateway on your site. If you have not already done so, please see our article on Set up a payment gateway for further instructions.

Step 2: Enable the form to process payments

Once you've got a gateway set up on your site, you can enable credit card payments on any form simply by checking the "Process payments with this form" box in the Payment tab and selecting your gateway.

Enable payments checkbox

Step 3: Add a currency field to the form

In order to process payment, the form needs to know how much to charge. This is accomplished by designating fields as currency fields, which can either be text fields for manual input or selection fields (radio buttons, checkboxes, or select lists). Refer to Use currency fields on a form for more details about how to use and customize these fields for currency.

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