Posts Tagged ‘payment’

How to Manage Check & Cash Payments

If you’re using our popular payment form feature to collect online payments on your membership and registration forms, chances are that some of your customers will want to pay by check, cash on site or by any other offline payment methods.

FormSmarts helps you manage check and cash payments by showing the total amount due on the printable Summary Page of a form and on the confirmation email and PDF receipt that users can get on that page.

When a form is set to the Summary Page mode, users may:

  • Request a confirmation email
  • Download a PDF receipt
  • Print a copy of the information submitted with the form

Form's summary page, confirmation email and PDF receipt showing the total amount due

As illustrated above, the printout, PDF receipt and confirmation message all include a QR code to help you process payments more reliably and effectively.

Check Payments

  1. Ask users to enclose a printout of the Summary Page with their check
  2. Scan the QR code with any phone or tablet to access the corresponding form entry
  3. Add a note to the form entry to record the check number and update the entry’s payment status

Cash Payments on Site

The Summary Page can also help you manage cash payments by allowing guests to show their confirmation email or PDF receipt (a.k.a. e-ticket) on their phone (or their printed receipt), that staff can scan to update the registration on FormSmarts. Since the amount due also appears in form response notification emails and PDFs, check-in staff can also reconcile e-tickets with the list of notification emails or registration PDFs even if there is no network connectivity.

How to Make an Offline Payment Form

  1. Create an online payment form with fees formatted as documented
  2. When you’re satisfied with the result, make a copy of the form with the Duplicate Form button ( icon) in the Forms Tab of the form builder
  3. Rename the form and set On Submission to “Show summary with print, email & PDF options” in the Submit Actions tab of the Form Details screen.

The Summary Page supports the same payment-related features of payment forms (except those for recurring payments), including discounts and discount codes.

Can I Accept Online & Offline Payments on the Same Form?

One of the benefits of FormSmarts payment integration is that we won’t notify you until the person has paid so you don’t have to check this yourself each time. If you have a form allowing both online and offline payments, you won’t know which customers have paid online, so you’ll have to review each and every form response.

For this reason, we recommend that you create a copy of the form specifically for check payments and use the Summary Page setup described in the previous section, especially if there are several charges and fees on the form. You’ll then only have to track payments for entries pertaining to that form. You can make a copy of a form in a click with the Duplicate Form button in the upper right-hand corner of the form builder.

Offering a Check Payment Option on an Online Payment Form

If you are making a simple payment form that has a single payment option, you can alternatively include a check payment option on the form using radio buttons or a dropdown list with two options:

Registration Fee ($30 USD)
Registration Fee (pay by check)

If the user doesn’t select the online payment option, FormSmarts will skip the payment step and send you the form entry immediately.

Note that people paying by check won’t receive any confirmation email.

Introducing the New SuperCart Shopping Cart

We’ve completely redesigned the user interface of our SuperCart shopping cart to provide a more refined and intuitive user experience.

SuperCart: form with a minimized view of the shopping cart
Minimized view of the shopping cart

What Is SuperCart?

SuperCart is FormSmarts’ shopping cart.

SuperCart allows a user to submit multiple payment forms — each with one or more priced items on it — and pay for all of them at the end.

A typical use case for SuperCart is to allow a customer to register an open-ended number of guests for an event:

  1. The customer first enters the information of the first participant and chooses the relevant registration options.
  2. Once the customer has submitted the form, all fees and priced options are listed in the shopping cart. In the example below, the registration options for the first guest include two fees: Standard Registration and Lunch & Dinner.
  3. The customer is presented with two choices on the confirmation page: Continue Shopping or Proceed to Payment
  4. He can submit the form again as many time as needed to register more participants
  5. Once done, he can pay for all registrations
SuperCart: form with an expanded view of the shopping cart
Expanded view of the shopping cart

Please try our SuperCart demo and give us feedback.

How to Create a SuperCart Form

Building a SuperCart form is easy:

  1. Create a form with fees formatted like on any FormSmarts payment form.
  2. Set the Return URL of the form to the FormSmarts.com URL given by the form builder. If you prefer to embed the form onto your site (which we don’t recommend with SuperCart), use instead the URL of the page where the form is embedded.
  3. In the Form Details screen of the form builder, set the On Submission option to Integrate with PayPal using SuperCart.

If you haven’t already done so, remember to set up your PayPal account for payment integration.

Advanced Use Cases

Multiple Forms

Most users set up SuperCart to allow their customers to submit one specific form (e.g. registration form for event A) multiple times to register multiple participants, as presented in the scenario above.

SuperCart however allows different forms within the same cart. This would allow, for example, members of an organization to:

  • Buy or renew their membership
  • then register for a first event
  • then register for a second event
  • then pay for the total amount.

And of course, what works for one member works for several…

Donations

SuperCart also supports donations.

Discounts

Flat discounts and discount codes are supported, but percentage discounts are not.

Notes

The new shopping cart is only available with the latest generation of FormSmarts forms. If you’re still using an older version, please update your site now.

Give Feedback

Please share your thoughts and feedback about the shopping cart. Post a comment or let us know on Twitter @FormSmarts or Facebook.

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.