Payment types are required to be able to collect payments on a form. This article explains how to set up both online and offline payments.
Online payment types
If you have Finalsite Payments powered by BlueSnap or an HPCI payment gateway, an “online” payment type can be setup to collect credit card payments in Forms.
If you have an HPCI payment gateway, this payment type can be set up for you by our Support team. Simply fill out the form at https://www.finalsite.com/paymentgatewayrequest. Review the article Set up a Payment Gateway for more information on each of our supported gateways.
Follow the detailed instructions in Getting Started with Finalsite Payments powered by BlueSnap to learn how you can setup this payment type on your own.
Note: Payment gateways already setup for Forms Manager have automatically been transitioned into new Forms. If you want to edit details of the payment type, go to the Settings section of the Forms module and click on the payment type.
Offline payment types
Sometimes, you want people to be able to pay with something other than a credit card, such as a personal check or purchase order. These methods of payment are considered “offline” types. You can set these up without the assistance of Support.
Go to the “Settings” section of the Forms module and click on “+ Add Payment Type.” Select the “Offline” toggle. In the window that pops up, enter the internal name and the display name for the type. The internal name is what your records will show, while the display name is what users will see on the form.
Finally, enter the instructions for how the user will remit payment if they select this type. These will appear below the payment type when the user chooses it in the form.
To use the payment types to collect payments on a form, follow the instructions in Collect payments with a form.
Custom invoice number
Forms can pass a custom invoice number/code to the payment gateway. On the form's Settings tab, enter up to 14 characters (alpha-numeric only) in the Custom Invoice Name field. The invoice ID should be unique from invoice IDs used in other active or inactive forms.
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