This article walks through some examples of how to set up a form to accept payments when using the CivicPlus Payments integration.
There are several ways you can set up a payment form, but you will most likely use the Calculation element. If you are not familiar with the ISNULL and ROUND functionalities, we recommend that you also reference the Calculation element article. This is especially useful if you are utilizing Conditional Logic.
Calculate the Total Due Based on User Selections
You can set up a form to total the amount due based on the options a user selects when filling it out. In this example, we are setting up a pet license form that will charge users a specific amount for the type of renewal option they choose. It will also charge them based on whether or not their pet is spayed/neutered.
Edit an existing form or create a new form
Navigate to the Builder tab and click Add New Element
Select the Element Type that will collect information to determine the amount a user is charged
Note:
Learn more about the available Element Types.
Configure the element as needed
In this example, Values were added to the radio button options to correspond to the dollar amount that will be charged to the user
Note:
Values must be unique. If you want multiple options to have the same value, you can add decimal points so that they differ from each other. For example, if three options should be valued at $20, you can set one option as 20, one option as 20.0, and one as 20.00.
To total up the amount due, add a Calculation element to the form
Configure the Calculation element as needed
Note:
In this example, we are adding the selected values of the Renewal Option and Spayed/Neutered elements.
Click Save
The form will now calculate a total at the bottom, based on previous selections by the user
Note:
In this example, the Total Due is $35 since the user selected the $15 renewal option and answered "No" to the spayed/neutered question (which has a set value of $20).
Add Taxes/Fees to a Payment Form
Edit an existing form or create a new form
Navigate to the Builder tab and click Add New Element
Select the Calculation element
In the Calculation field, times the tax/fee rate by the element that calculated the amount due
Repeat step 3 to add another Calculation element that combines the initial amount due plus the taxes/fees calculation element you just created
Click Save
The form will now add taxes/fees to the total amount due
Add Multiple Payment Methods
If your integrated gateway allows both ACH and credit/debit card transactions, you can set up the form to let a user choose how they would like to process their payment.
Note:
The user can only be directed to one Payment Gateway. The following instructions ensure that conditional logic is configured so that only one payment gateway will run for a submission.
Edit an existing form or create a new form
Navigate to the Builder tab and click Add New Element
Select the Radio Buttons element
Add a Label and configure any other element details
Enter the available payment method options
Click Save
Navigate to the Workflow tab and select Payment Events
Add a Payment Event, toggle on Run Conditionally, and select the payment method option that should trigger the selected gateway
Click Add Payment to add an additional event
Select the applicable Gateway, toggle on Run Conditionally, and choose the payment method option that will trigger this event
Click Save
The form will now have an option where a user can select their preferred payment method
Once they click Submit, the related payment form will display
Note:
Payment forms will differ depending on the gateway selected.