Set Up an ePayment Form

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 website. Please make sure before publishing your form that your account has been set up with CivicPlus.
• Payment forms can be submitted as a guest.

Instructions

1. Sign in to your site
2. Navigate to Modules and on the Content tab, select Form Center
   
3. Select the category you wish to add the ePayment form to
   
4. Select Add Form
   
5. 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blank, the form will be available for public use as soon as you publish it and will be available until it is manually unpublished
6. Drag and drop the ePayment Product field to the form
   
7. 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.
8. Click Next
   
9. 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
10. Select Next
    
11. 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
12. Click Next
    
13. 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
14. Select Done
    
15. 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