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Set Up an ePayment Form

  • Updated:

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

 

Who can use this feature?

The System Admin icon with an orange lock. Slash. The Owner icon with a green person.

 

 

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.
  • End users are required to log in for the ePayment form to be submitted. There is no guest mode for submitting payments.

 

Instructions

  1. Navigate to Modules > Content > Form Center
    The CivicEngage Central's navigation bar for the Form Center module.
  2. Select the category you wish to add the ePayment form to
    A list of the form center's categories.
  3. Select Add Form
    The category's add form button.
  4. Fill out the information
    The new form's information fields and options.
    • Name: The name of the Form
    • Description: Brief description of what the form is about; cannot exceed 1000 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.
    • 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 log in before they can access the form
    • Enable reCAPTCHA:
    • 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blank, the form will be available for public use as soon as you publish it and will be available until it is manually unpublished
  5. Select Save
    The new form's save button.
  6. Select the form you just made
    The new form in the list of forms.
  7. Change the Type to ePayment
    The form's type as ePayment.
  8. Select your ePayment Account
    The ePayment Account option menu.
  9. Drag ePayment Product to the form
    The ePayment Product field type being dragged to the form builder.
  10. Follow the steps in the box
    • Product
      The ePayment Product's setting options.
      • 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 a one-set tax rate; please verify with CivicPlus that your tax rate has been established on your site
      • Select Next
        The ePayment Product field type's next button.
    • Pricing
      The ePayment Product Price's detail fields.
      • 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 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 a non-member rate, a field will need to be created for each
      • Item Price: Price of the item
      • Select Next
        The ePayment Product Price's next button.
    • Shipping
      The ePayment Product's Shipping options.
      • 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 a non-member rate, a field will need to be created for each
      • Select Next 
        The ePayment Product Shipping's next button.
    • Quantity
      The ePayment Product Quantity detail 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 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 a non-member rate, a field will need to be created for each
      • Select Done
        The ePayment Product Quantity's next button.
  11. Select a Saving Option
    The form's save options.
    • 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
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