Collect payments with a form

Finalsite Forms lets you collect payments on the same page as a form using payment fields, with no separate payment page needed. Setup requires a payment type in Forms Settings, a required email address field, and at least one payment field (Single Choice, Multiple Choice, Dropdown, Currency, Fee, or Discount) with pricing configured.

This article explains how you can collect payments in the Forms module by adding certain payment fields. Payments are collected on the same page as the form with only one submit button. 

In this article

• Learn: Payment field options 
• Step 1: Configure payment type in Forms Settings
• Step 2: Add an email address field and set to be a required field
• Step 3: Add Payment fields 
  • Optional: Set minimum and maximum price range
• Step 4: Save or Update your form
• Step 5: Customize Submit button settings
• Step 6: Confirm accuracy of Payment Information section

Learn: Payment field options 

You can tell which of your Form field options can be used as Payment fields by looking for the small credit card icon to the left of the field. 

Form Payment fields include: 

• Single Choice
• Multiple Choice
• Dropdown Menu
• Currency
• Fee
• Discount

Now that you understand which fields can be Payment fields, you're ready to configure your form to allow you to collect payments!

Step 1: Configure payment type in Forms Settings

Step 2: Add an email address field and set to be a required field

• Drag an Email Address field onto your form.
• Toggle on Required Field.

Step 3: Add Payment fields 

• Payment fields are designated in the field library with a credit card symbol next to them.
• Add any of these Payment fields to your form, depending on how you want users to make selections. 
• Toggle on Set Pricing (where applicable) to ensure that this field will be used to calculate pricing on the form.
• This will cause a second column to appear in the choices section below.
• In this second column, enter the designated amount for each choice. 
  

Optional: Set minimum and maximum price range

For the currency field, you have the option of setting a minimum and maximum price range. This will cause hint text to appear below the field indicating the requirements. Override the message that displays by populating the “Hint text” field above.

Step 4: Save or Update your form

• Navigate to the bottom right corner of a newly-created form and click Save.
• If you are working on an existing form, you'll need to click Update.

Step 5: Customize Submit button settings

• Click on the Submit button field to customize its options in right navigation
• Toggle on Send to Submitter 
• Select Email address from the option(s)

Step 6: Confirm accuracy of Payment Information section

When you add a payment field to your form, the Payment Information window will automatically be added to the end of the form. This will include the payment total and the payment options for the user. You can see the instructions for each payment type by clicking on the box. Edit the instructions for the payment type in the Forms module Settings.