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.

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

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

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, at the bottom, a new section will appear (Payment Summary – a demonstration of the payment summary design and Payment Processors – listing all the payment gateways you have currently connected or disabled).

Click on Payment Summary table.

On the left-side panel you will notice the following options regarding the payment integration:

• Order details ( set up the currency, discount on total, tax on total)
• Show detailed formula and Show discount & tax
• 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 live order summary. On top of the form the total is calculated in real-time. It is updated with any price added or removed.
• Columns. Here you are the freedom to rename your Payment summary table columns’ names.

Next, click on the View Inventory button.

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.

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
• Civica