Archive for April, 2022

Adding an Invoice Option to a Payment Form

It’s now much simpler to allow form users who prefer not to pay online to pay later by check or cash on site.

Most FormSmarts members who collect fees on their registration and membership forms want guests to complete the whole process online. If all guests register and pay online, the event organizer doesn’t need to manually verify everyone has paid the correct amount because we do this automatically.

But we know that a number of customers need to allow some guests to register online and pay later by check or cash on site. FormSmarts already allowed this, but we recommended using two separate forms, while customers understandably preferred that all guests register with the same form.

Offer an Invoice Option on a PayPal Form

FormSmarts members can now provide a PDF/email invoice option on their payment forms. When this feature is enabled, guests can choose on the confirmation page of the form to either pay online via PayPal or get an invoice to pay later (screenshot above). Please try this demo and share your feedback in the comments section.

If you would like to allow guests to pay later/offline, toggle on Offer invoice option in the Submit Actions screen of the form builder shown below.

Offer invoice options on payment form

We don’t recommend turning on this feature unless you specifically need to allow guests to pay later, because you will then have to make sure that each and every form submission has been paid for:

  • To track registrations paid online with PayPal, check that each registration shows payment details (amount paid, PayPal transaction ID) in the Excel report or email notification.
  • To track cash and check payments, we suggest you tag form entries as “paid” when the person pays and document the corresponding payment with a note.

About the Form Builder Blog

The Online Form Builder Blog is published by FormSmarts, a web form service providing all you need to create a form and publish it online in minutes. FormSmarts makes it easy to build a form and embed it on your site. You can then get form submissions by email or store them on FormSmarts and download an Excel report. Learn more about the many other benefits of FormSmarts.