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What configuration options do I have for payment forms?
What configuration options do I have for payment forms?
Dodd Caldwell avatar
Written by Dodd Caldwell
Updated over a week ago

1) Amount - You can set a specific amount or amounts that you would like payers to pay or you can let them enter the amount. When you set the amounts, you can enter descriptions for the different amounts. When you let them enter the amount, you can also "suggest" different amounts and describe those as well. 

2) Payment Method - For US-based accounts, you can choose whether you’d like to accept just credit/debit card payments, just ACH/Bank payments, or both. 

3) Additional Fees - You can charge an additional fee on top of the total amount. It can be a percentage of the total or a fixed amount. It can be optional or required. 

4) Frequency - You can make the payment recurring or one-time. Or, you can let the payer decide.

5) Up-front Amount - For recurring plans, you can charge an initial, one-time, up-front amount (for example a deposit on a rental unit) and then charge a different amount that recurs. If you have created a recurring plan that starts in the future (for example, it has a trial period of 30 days), you can choose to charge this up-front amount to payers' cards as soon as they check out, or in 30 days when their recurring plan starts. If a coupon is applied to a checkout, it applies to the up-front amount. If an additional fee is added to a checkout and it is a percentage, it will not apply to the up-front amount.

6) Recurring Period - You can choose one of our pre-set recurring frequencies - weekly, monthly, quarterly, semi-annually, or annually. Or, you can create a custom frequency. For example, every 6 weeks, or every other month. Also, you can let you the payer decide the recurring frequency.

7) Charge Date - For recurring payments, you can choose when the payer's credit card gets charged - the day the payer checks out, a specific day, or after a trial period. You can also let payers decide when to have their credit card charged.

8) Duration - For recurring payments, you can set the duration of the payments - indefinite or a set number of periods (months, quarters, or years.) You can also choose to let the payer decide the duration.

9) Address - You can gather an address

10) Additional Information - You can gather custom information that you would like the payer to provide.

11) Confirmation - You can customize the message that a payer sees when the payment is completed (or redirect them to a url.)

12) Email Notifications - You have a variety of email notifications that you can choose to send to both the payer and yourself. These emails can be highly customized.

13) Coupons - You can create discount codes and provide them to your payers. They can enter them during the checkout process.

14) Terms of Service - You can choose to require your payers to agree to your Terms of Service before they can complete the checkout.

15) Design - You can customize the fonts and colors of the payment form, name your payment form, add a logo, and add a page description, etc.

16) Email Marketing Opt-in - You can choose to require your payers to opt-in to an email marketing list you have set up with one of our third party email marketing integration providers

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