This article will show you how to set up an ePayment form.
Important Notes:
Once an ePayment form is published, it will automatically be available to the public in the ePayment Center on the front end of your . Please make sure before publishing your form that your account has been set up with CivicPlus.
Payment forms can be submitted as a guest.
Who can use this feature?
System Administrator | Owner
Instructions
Navigate to Modules and on the Content tab, select Form Center
Select the category you wish to add the ePayment form to
Select Add Form
Fill out the information
Name: The name of the form
Description: Brief description of what the form is about; cannot exceed 1,000 characters
Type: Select ePayment Center from the drop-down list
ePayment Account: Select the account you wish to use from the drop-down list
Note:
You must contact CivicPlus if you wish to deposit into multiple accounts.
Promo Code: Select any applicable promo codes. The CivicPlus code is for CivicPlus internal use only (may not display on your site).
Submit To: Type in the email address(s) this form will submit to
Unlisted Form: Check if you wish for this form to only be accessible by direct link and not listed in the front-end Form Center list or Site Search.
Force Login: Set to require a user to log in before they can access the form
Save to Database: Select to save the history of all submissions in the module
Receive Email Copy: Allows users to email a copy of the form submission
Display: The Start Date and End Date text boxes 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blank, the form will be available for public use as soon as you publish it and will be available until it is manually unpublished
Drag and drop the ePayment Product field to the form
Fill out the fields on the Product step
Label: Your product name
Type:
Hidden: Disables all other options and requires only a value.
Read Only: Allows you to put in a value that cannot be changed
Item Name: Place the item name in this field; such as Summer Camp T-Shirt
Taxable: Check if you would like the item to be taxable
Note:
Tax can be established as a one-set tax rate. Please verify with CivicPlus that your tax rate has been established on your site.
Click Next
Fill out the Pricing fields
Label: By default the label is Price; other commonly used labels include Fee and Cost
Instructions: Extra tips/instructions
Field Type
Note:
The system is not able to differentiate between a member rate and a non-member rate, a field will need to be created for each.
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 their own price; this is used for items like donations
Dropdown: Works exactly like Radio Buttons, but is useful for long lists so they don’t take up additional space in the form
Radio Buttons: Allows 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
Item Price: The price of the item
Select Next
Select the Shipping option and fill out fields, if applicable
Shipping: Select if you would like to provide an option for shipping
Once: Will charge them one flat rate per form
Per Item: Will charge them a flat rate per item ordered
Label: By default, the label is Shipping Cost
Instructions: Extra tips/instructions
Type
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
Dropdown: Works exactly like Radio Buttons, but is useful for long lists so they don’t take up additional space in the form
Radio Buttons: Allows 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
Shipping Price: Enter the price for shipping
Click Next
Fill out the Quantity fields
Label: By default, the label is Quantity
Instructions: Extra tips/instructions
Type
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 their own quantity
Dropdown: Works exactly like Radio Buttons, but is useful for long lists so they don’t take up additional space in the form
Radio Buttons: Allows 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
Default Quantity: Enter the default number
Select Done
Select a saving option
Save: Will save your form without publishing it to the live site
Save and Publish: Will save your form and publish it to the live site
Save and Send: Will save your form and send it for approval (Authors only)
Save and Preview: Allows you to save changes and preview before publishing or sending
Cancel: Will delete the changes made