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How to take payments on your form

Snapforms allows you to take payments on your form either via credit card or Paypal.

If you already have your own payment provider such as Paypal, Stripe, Pin Payments, eWay or your bank (Commonwealth, NAB, Westpac, Bendigo Bank, ect), you can optionally connect these with your form.

If you don’t already have a third-party payment provider, you can take payments directly through Snapforms and have your payments deposited to your bank account on a weekly basis.

Get in touch with our team for help setting up payments on your form.

Payments directly through Snapforms

To take credit card payments directly through Snapforms, without your own third-party payment provider please get in touch with us to set this up before proceeding.

Payments using third-party payment providers

If you have your own third-party payment provider please follow the below steps to set this up.

Adding the payment field to your form
Set up a form with all the fields you require, then drag in the ‘Payment’ field on to your form.

1. In the ‘Question’ field, enter a heading such as ‘Pay Now’ or ‘Credit Card Details’.
2. Select ‘Tick if answering this question is compulsory’ if users must make a payment before they can submit the form.
3. Choose your ‘Payment Provider’. The below guides cover Paypal and Eway payment providers. Please get in touch with us if you need information for other payment providers.

Paypal

3. Choose ‘Paypal’ as the payment provider.
4. Enter a payment amount in this format: 100.00 (Note: If your payment amount depends on choices the user picks on the form, please enter a default amount in here and then see the next section for more info.)
5. Enter your Paypal Merchant ID and decide whether to use Test Mode.
NOTE: If you are just testing and do not yet have your merchant ID, you can tick ‘Enable Test Payment mode’ and use our test Merchant ID: 4VD24TLPBH7Y2
NOTE: If you want to use your real Paypal account, untick ‘Enable Test Payment mode’ and put in your own Merchant ID. To obtain your merchant ID: Log in to Paypal account, Click the settings cog in the top right, Click Business Information, Copy the PayPal ‘Merchant ID’.
The rest of the fields can be left blank.

Optional: Change price dynamically based on form choices
If your form has a static payment amount (that does not change), leave this unticked and ignore this section.
However if you would like the payment amount to change depending on what the user selects in the form (for example making a product selection), tick ‘Change price dynamically based on form choices’.
You will then need to add in one or multiple of the below fields:
1. Dropdown List
2. Choose One
3. Choose Multiple
In order for the choice to affect the payment price, you need to ensure the option has a $ symbol in it.
If needed, adding in multiple of these fields will combine a total price as the final payment amount.
See the screenshot for more info.

Once done editing, save your form and start taking payments!

Eway

3. Choose ‘Eway’ as the payment provider.
4. Enter your API Password, API Key, and Encryption Key. You need to get these from Eway by following the steps in this guide: https://go.eway.io/s/article/How-do-I-setup-my-Live-eWAY-API-Key-and-Password
5. If taking payments on the spot, enter a payment amount in this format: 100.00
6. If you are only storing credit card details in your Eway portal for later charging – tick ‘Store customer credit card details only’.

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