Overview

This guide will demonstrate the steps to enable Paycloud Payments on a website form. This is often used for functions and events such as regattas and summer camps which require payment to attend. Form Payments enhance the user experience as both members and non-members alike can make a payment at the same time as filling out a form.

Required Permissions

• Admin

Enabling Paycloud Payments

1. Within the Payment Setup window, click the drop down for Collection Type and select PayCloud Payment.

2. The Payment Method Criteria checkbox can be used if the form has certain conditions that need to be met if payment is needed. For example if there is an option to pay online or pay by check, the Paycloud payment option will only appear if pay online is selected.

   1. Select the checkbox for Use Payment Method Criteria and click Add Criteria.

   2. Within the Edit Criteria window, select the Section of the form, the Question itself, and which Criteria to enable the payment; Pay Online or Pay by Check.

   3. Please note: Any type of question can be used, however it is recommended to use a checkbox or radio button for easy selection.

   4. Click Save.

3. Under Payment Setup, the following section can be left alone as these options are not used in Paycloud.

4. Set the Get Value From Form checkbox to enable PayCloud to pull the payment amount directly from the form.

   1. Select the Section and Question of the field where the amount should be pulled from. Once finished, select Save.

   2. Please note: The field that the value is being pulled from must be a currency field.

Form Requirements

• Any form using Paycloud payments must have the following:

  • First Name Field (Template Question)

  • Last Name Field (Template Question)

  • Email Field (Template Question)

Best Practices

FAQs

1. I don’t see an option for Payment Setup? How can I get this window to appear?
   
   A: To enable Paycloud Payments within FormBase, contact your Customer Success Manager to get initial configuration started.