PhotoBiz Form & Contract builder allows you to accept payment from your customers when they are completing the form. This is a great tool to use to create custom order forms, register for events, take session deposits, accept donations, and more. This guide will walk you through the steps of setting up a form with payments.
STEP ONE
Log into your PhotoBiz account and click on FORMS in the left-side menu.
STEP TWO
Click on the form name you want to add a payment option to or create a new form.
STEP THREE
On the right side options for your FORM FIELDS, click on the MISCELLANEOUS section and then click on the PAYMENT block. This will add the ability to accept payments through your form.
STEP FOUR
Once you've added your PAYMENT field to your form, you'll need to configure your price and possibly your merchant settings. If you haven't added a merchant option, your form payment will not be active because your clients won't have a way to pay for their order. Click on the payment field in your form & contract builder to start the process of configuring your payment options.
For help with configuring your merchant, check out our how-to guide on setting up your merchant at the button below
STEP FIVE
Add Your Price, Taxes, Shipping, and Digital Download Options.
You can set the base price for your forms, if you're going to charge sales tax, shipping, and if you have a digital download available once your customer has paid for their order.
Once you've configured these options, click on the SAVE CHANGES button at the bottom of the page and you're ready to start processing payments through your form.
PRO TIP!
If you have different options for your clients to choose from in their form that will determine your price, set this base price to $0.00 and include your priced options as a CHECKBOX or RADIO SELECT form fields using the ADVANCED features.
When the setup of your payment field is complete, the field will look like this in your form builder: