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Set Up an ePayment Form

Who can use this feature?

System_Admin.png Slash.png Owner.png

 

Overview

This article will show you how to set up an ePayment form.

Important 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 set-up with CivicPlus.

Instructions

  1. Navigate to Modules > Content > Form Center
    form_center.png
  2. Select the category you wish to add the ePayment form to
    category_epay.png
  3. Select Add Form on the right-hand side
    add_form_button.png
  4. Fill out the information
    add_epayment_form_page_1.png
    add_form_page_2.png
    • Name: The name of the Form
    • Description: Brief description of what the form is about; cannot exceed 1000 characters
    • Type: Select ePayment Center from 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.
    • Other Fee: Used if you have any Convenience Fee associated with the purchase; leave blank if you do not
    • Promo Code: Select any Associated promo codes
      • Check the box next to the promo codes 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
    • Receive Email Copy: Allows users to email a copy of the form submission
    • 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blank, the form will be available for public use as soon as you publish it and will be available until it is manually unpublished
  5. Select Save
    Save_Form.png
  6. Select the form you just made
    payment_category.png
  7. Drag ePayment Product to the form
    epayment_product.png
  8. Follow the steps in the box
    • Product
      epay_step1.png
      • 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; ex. Summer Camp T-Shirt
      • Taxable: Check if you would like the item to be taxable
        • Note: Tax can be established as one set tax-rate; please verify with CivicPlus that your tax rate has been established on your site
      • Select Next
    • Pricing
      epay_step_2.png
      • Label: By default the label is Price; other commonly used labels include Fee, Cost, etc.
      • Instructions: Extra tips/instructions
      • Field 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 in their own price; this is used for donations, etc.
        • 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
        • 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: The system is not able to differentiate between a member rate and non-member rate, a field will need to be created for each
      • Item Price: Price of the item
      • Select Next
    • Shipping
      epay_step_3.png
      • Shipping: Select if you would like to provide to 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
        • Short Answer: Should only be used when the customer is allowed to enter in their own price; this is used for donations, etc.
        • Dropdown List: 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
        • Note: The system is not able to differentiate between a member rate and non-member rate, a field will need to be created for each
      • Select Next 
    • Quantity
      epay_step_4.png
      • 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 in their own price; this is used for donations, etc.
        • Dropdown List: 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
        • Note: The system is not able to differentiate between a member rate and non-member rate, a field will need to be created for each
      • Select Done
  9. Saving Options
    save_options_5.png
    • Save: Will save your form without publishing to the live site
    • Save and Publish: Will save your form and publish 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



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Article Feedback

  • Avatar
    Kenee Olsen

    Would it be possible to update the first screenshot to show the 'Type' as ePay instead of Regular? Client are missing the text below and going off of what they see in the image

  • Avatar
    Becca Drake

    Hi Kenee!

    The screenshot has been updated! Thank you for the input!