Form submissions that include payments in Finalsite's new Forms module show a payment status alongside the submission data. Admins can view, filter, and manage payment statuses — including marking payments as received for offline payment types — from the Submissions tab.
💡Quick answers
- Where do you view payment status for form submissions? In the Forms module > Submissions tab of the form; each submission row shows the payment status alongside the submitted data.
- Can the payment status for an offline payment be manually updated? Yes; for offline payment types (check, purchase order), admins can manually mark the payment as received in the submission details.
- What payment statuses are available in Forms? Statuses include Pending, Paid, Failed, and Refunded; the available statuses depend on the payment type (online vs. offline) configured for the form.
This article explains how to manage payment statuses that exist when collecting payments in the new Forms module.
Not sure? Please review "Which forms module do I have: New Forms or Legacy Forms Manager?"
In this article
Important Note
Payment statuses that you see when collecting payments are merely labels; they do not take any action on the credit card or merchant account. You cannot resubmit or refund a credit card transaction by changing these statuses. That can only be done in your merchant account/gateway interface.
Online payment status
- A payment processed successfully through a payment gateway will be indicated with a Paid status.
- If an online payment is not completed/valid, then the form will not submit, no submission will be recorded, and no payment status will be available.
Offline payment status
For offline payments, the status is set to "Unpaid" by default and can then be changed by the form admin.
- When a form is submitted with an offline payment option selected, the payment status is set to Unpaid. The form admin can manually change this status to Paid when payment has been received.
- When a form is submitted with an offline payment type selected, it isn't possible for Forms to automatically track the status of the payment (for obvious reasons).
Change payment status
To change the payment status, first click on the submission you wish to change. In the detail pane on the right, click the edit pencil next to the payment status.
In the Change Payment Status box, toggle the payment status to "Paid," enter a comment if needed, and select Save.
The payment status is now updated and the optional comment is displayed below.
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