ePayment


CivicEngage
®

Set up an ePayment Form

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Instructions

  1. Log-in to the admin side of your website
  2. Go to Modules > Content > Forms Center
  3. Find the category you wish to add the ePayment form to
  4. Click Add Form

  5. Fill out the following information:
    • Name: Type the name of the Form
    • Description: Type a brief description of what the form is about, this is optional and cannot exceed 1000 characters.
    • Type: Select ePayment Center from dropdown list
    • ePayment Account: Select the account you with to use from the dropdown list.

      Note: You must contact CivicPlus if you wish to deposit into multiple accounts.
       
    • Other Fee: Used if you have any Convenience Fee associated with the purchase. Leave blank if you do not.
    • Promo Code: Select any Associated PromoCodes.
      • Check the box next to the PromoCodes you wish to use.
      • CivicPlus code is for CivicPlus internal use only (May not display on your site)
    • Submit To: Type in the email address(es) this form will submit too
    • Force Login: Set to require a user to login before they can access the form.
    • Save to Database: Select to save the history of all submissions in the module
    • Display: The Start Date and End Date textboxes are generally left blank. If left blank, the form will be available for public use as soon as you publish it and will be available indefinitely.
      • If a Start Date is entered, the form will become available on that date. If this is selected it will show as pending until the date has passed.
      • If an End Date is entered, the form will become inaccessible on that date.
  6. Save your form by clicking the Save button
  7. Drag ePayment Product to the form
  8. Enter the Name of your product
    • Inside the Item Label Field, replace “Name” with your product name or leave blank.
    • Choose Field Type and enter in the correlating value
      • Hidden disables all other options and requires only a value.
      • Read Only will allow you to put in a value that cannot be changed.
    • Item Name: Place the item name in this field. Ex. Summer Camp T-Shirt
  9. Create the Price
    • Label: By default the label is Price. Other commonly used labels include Fee, Cost, etc.
    • Field Type: Choose the Field type that best fits your product.
      • Read Only will put the price on your form with no options available to the customer.
      • Hidden will put a price on the field, but the customer will not see the price.
      • Short Answer should only be used when the customer is allowed to enter in their own price. This is used for donations, etc.
      • Radio Buttons will allow you to create a list of options, each having its own description and a set price. For instance, if you had varying sizes of a t-shirt and you wanted to include different prices for each size.
      • Dropdown List – works exactly like Radio Buttons, but is useful for long lists so they don’t take up additional space in the form.
    • Note that the system is not able to differentiate between a member rate and non-member rate, a field will need to be created for each.
  10. Enter an amount in the Item Price
  11. Create the Shipping Fee
    • Choose the field type for options
      • Hidden is for a flat shipping rate
        • Enter a value for the rate or for no shipping fee, choose next to continue.
        • Choose Once or Per Item for the fee structure
          • Once will charge them one flat rate per form.
          • Per Item will charge them a flat rate per item ordered.
      • Radio Button or Dropdown List both allow you to set up multiple options for shipping. The customer will only be able to select one option.
      • Read Only will allow you to enter in shipping details, and create a value that cannot be changed by the customer
      • Click Next when finished.
  12. Set Taxable option for product (Tax can be established as one set tax rate. Please verify with CivicPlus that your tax rate has been established on your site)
    • Choose Yes for taxable items or No for non-taxed items in the Value field.
    • Click Next when finished
  13. Enter the Quantity
    • Choose the Field Type
      • Hidden will allow you to set a default quantity that the customer cannot change
        • Enter a value
        • Click Save
      • Short Answer will enable you to create a field with a default value that the customer can modify
        • Enter a default value
        • Click Save
      • Radio Button and Dropdown List will enable you to create options that the customer must choose from.
        • Choose Radio Button or Dropdown List as the field type
        • Fill out the fields below
        • Click Save
      • Read Only creates a default value that the customer cannot change, but they will still be able to view it.
        • Choose Read Only in the Field Type
        • Enter the quantity in the Value Field
        • Click Save
  14. Once all five parts have been completed and saved, it will return you to the preview of the form.
  15. Save your form using the Save Form button in the upper right corner.

Note: Once an ePayment form is published, it will automatically be available to the public in the E-Payment Center on the front end of your website. Please make sure before publishing your form that your account has been setup with CivicPlus.

 

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