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Payment Integration

You can set up payment integrations for your online order forms, such as details regarding the type of payment you accept, assign prices to your items and set up discounts and fees. In this article, you will learn how to set up payment integrations.

First, you need to assign the values to your products/services. To do so, add a choice field (single/multiple choice or dropdown) and list the available choices.

product list

Click the field to open its options in the left-side panel and select Value / Price. Next to each option type their correspondent price.

assign values

If you need the user to type the amount, add a number field and assign the value “1”.

When you are using a number (input) field, it works as a quantity field. Assign the full price to the field. This way the user can input the quantity.

To create mathematical operations on your form, add a formula field. Use the Add field button within the calculator to add your form fields

formula field

After the calculation process is done, scroll to the last section of the Form Editor called E-Commerce. Here are listed all the available payment gateways that you can choose from.

Next, select your payment processor and provide the necessary credentials. Once connected, you will notice on the form a new section called Payments in the form footer.

payment summary

Click on Payment Summary – Review Products.

payment summary

On the right side you will notice the following options regarding the summary:

  • Show summary on form/ after submit. Choose if you want your form users to review their payment options or not, before sending their entry.
  • Show real-time summary. On top of the form the total is calculated in real-time. It is updated with any price added or removed.
  • Show detailed formula
  • Show Quantity

Now, go to Review Products. A pop up window will appear where you can see all the fields that have prices assigned. Specify how should the total price be calculated.

product list

  1. Name. Here are listed the fields that calculate the total price. Click the plus sign to add a new product.
  2. Price. This column will show you the actual price of the field or Multiple, Variable. Multiple means that you have multiple prices in that field. Variable is displayed when you have a formula.
  3. Quantity. By default, it is “1” (e.g the value assigned to the field: $154 x 1). However, you can select a number field and then the price will be multiplied with the number inputted on the form. This works great when the form user needs to specify the quantity for a specific product.
  4. Discount. Here you can establish a discount for each field in percentage or a fixed amount
  5. Tax. 

Click the currency sign to change it and you also have the option to set a discount or tax on the total

Below is a list with all the payment processors that we have an integration with:

  • PayPal
  • PayPal Pro
  • PayPal Express Checkout
  • PayPal PayFlow
  • Square
  • Stripe
  • Stripe Checkout
  • Authorize.net
  • SagePay
  • Braintree
  • PayU
  • FreshBooks
  • PayFast
  • Sisow
  • Worldpay

If you are using another version, check out this article with the same subject.

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