How to define 'Payment Methods'

Defining the methods by which payment may be made is necessary for collection of fees during form submission.

There are two main categories of Payment Methods:

• Credit Cards, processed through a connected Stripe gateway
• Cheque, paid upon receipt of an invoice statement issued automatically upon form submission

Accept Payments

In order to configure Payment Methods a form must be configured to 'Accept Payments':

1. Under the Setup menu select 'Details and Options'
   
   
2. Under the 'Options' panel switch on the 'Accept Payments' toggle:
   
   
   Enabling the 'Accept Payments' toggle will activate the 'Payment Methods' panel which provides settings to configure how payments can be made.  Note: If applicable, you can also switch on the 'Taxes Apply' toggle.  This article explains how to create taxes.

Define Currency and Refund Policy

1. Select the currency that will denominate payments accepted.
2. Define the Refund Policy applicable to the form or event.
   
   

Define a invoice 'Payment Method'

1. On the Payment methods panel click 'Add Payment Method'
2. Select 'Invoice' payment method:
   
   
3. Provide the instructions to be displayed on the invoice .. for example, for check payments provide payee name and address for delivery:
   
   
4. If you wish only administrative users to see the Invoice payment method you can enable the 'Hidden' option.  Important Note: if all the Payment Methods are 'hidden' form payment and submission will not be possible by anyone other than administrators.

Define a credit card 'Payment Method'

1. On the Payment methods panel click 'Add Payment Method'
2. Select 'Cheque' payment method:
   
   
3. Select the merchant gateway Connector through which credit cards will be processed.
   
   
4. If you wish only administrative users to see the Credit Card Payment Method you can enable the 'Hidden' option.  Important Note: if all the Payment Methods are 'hidden' form payment and submission will not be possible by anyone other than administrators.