How To Create an Order Form

How to Create an Order Form in PhotoBiz

The PhotoBiz Website Package includes the Form & Contract Builder, which allows you to create order forms that calculate a subtotal, apply sales tax, and include shipping when needed. Your clients can securely check out using the merchant connected to your PhotoBiz account for credit and debit card payments.

This guide walks you through creating and configuring a Custom Print Order form inside your PhotoBiz control panel.

By the end, your order form will be set up with purchase options, pricing, and payment settings ready for checkout.

Prerequisites

Before you begin, make sure:

You have access to your PhotoBiz account
You have connected a merchant to process credit and debit card payments

If a merchant is not connected, your form will display FORM CLOSED during preview and will not accept payments.

If you need help connecting a merchant, see: How To Set Up A Merchant

STEP ONE

Log into your PhotoBiz account and click FORMS in the left-side menu of your control panel.

This opens your Forms dashboard where you can view existing forms or create a new one.

STEP TWO

Click the NEW button at the top of the Forms control panel.

This opens the form template selection screen.

STEP THREE

Scroll down to the Payment category.

Click SELECT under the Custom Print Order template.

The template will load into the form editor. You can customize the existing fields to match your studio pricing, products, and ordering structure.

STEP FOUR

To edit an existing field, click the pencil icon in the upper right corner of that field.

From the dropdown menu, click Advanced to access pricing, choice options, and additional settings.

You can also add new purchase fields to your form. Choose the field type based on how you want clients to order:

Radio buttons allow clients to select one option
Dropdown menus allow one selection from a list
Checkboxes allow clients to select multiple options

This allows you to structure your order form based on how you sell prints, products, or packages.

STEP FIVE

Inside each purchase field, you can update or add pricing options.

Click the title of an existing choice to edit its name and price.

To create a new purchase option, enter:

Title for the product or option name
Additional Fee to set the price

If you offer limited quantity items, enter the available quantity. The system will automatically reduce the remaining amount as clients complete purchases.

Click Create Choice to add the option to your form.

Repeat this process for each product or pricing option you want to include.

FINAL STEP

Scroll to the bottom of your form and click the FORM PAYMENT block.

In this section, you will:

Confirm your connected merchant
Set the starting price
Enable sales tax if required
Add shipping options if needed

For most order forms that calculate totals from selected options, set the base price to $0.00 so the total is calculated from the purchase fields.

Save your changes when finished.

Your order form is now configured to calculate totals and process payments.

Guide: Set Up Form Payment Block

Important: Coupons and Sales Campaigns and Order Forms

Coupons & Sale Campaigns cannot be applied to purchases made through Forms.

Coupon codes & Sales Campaigns are only supported for:

ECommerce products on your website
Client Galleries purchases

If you need to offer a discount on a Form, adjust the pricing directly within the form fields by lowering the price or creating a discounted option.

Clients will not see a coupon code field when checking out through a Form.

How to Share Your Order Form

Once your form is complete, you can make it accessible to clients in several ways:

Choose the method that best fits your workflow.

Email Invitation Share Example

This allows you to send a branded email and track if your clients have received, opened, and clicked on your form invitation via the contacts section.

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