Posts Tagged ‘pdf receipt’

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.

Form Confirmation Page & Redirects

We’ve added two options to complement the default confirmation page that is displayed after a form is submitted. You can now:

  • Redirect users to the Return URL of the form
  • Show a detailed confirmation page where users can choose to receive a confirmation email or download a PDF receipt.

Redirection

Select the redirect option in the Form Details screen of the form builder to automatically redirect users to the Return URL of the form instead of showing them the confirmation page.

This feature allows you, for example, to redirect users to a download URL of your site after they’ve entered their information.

Redirect With Embedded Forms

If you have embedded a form onto your site and set it to redirect to the Return URL, some browsers may load the URL in the iframe that was containing the form. If you want the page to consistently load in the top browser tab/window, follow these instructions.

Note: Do not choose this option if your form includes a payment, as users would be redirected instead of being led the page where they are asked to make the payment.

Detailed Form Confirmation Page

The detailed confirmation page shows a summary of the data submitted and allows form users to:

  • Have a confirmation email sent to them
  • Download a PDF receipt
  • Print a copy of the form data.

Feel free to try this demo.

The form generator allows users to get a PDF or receive an confirmation email

Use the detailed confirmation page whenever you want users to be able to keep a copy/proof of the data they’ve submitted. This feature is only included with Business accounts.

PDF receipts may not display correctly in non-European languages (Russian, Chinese,…) unless the language is set explicitly with the lang parameter.

Setup Instructions

Set up form confirmation email

Visit the Forms Tab of the form builder and click the icon showing a pen to edit the corresponding form. Towards the bottom of the Form Details screen (pictured above), change the On Submission action to ‘Show summary with print, email & PDF options’.

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.