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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Add a Payment Event to a Form

  • Updated:

After setting up the CivicPlus Pay integration, you can add Payment Events to forms. Payment events allow users to process transactions as part of the form submission. These will be completed after any scheduling events if they are configured.

 

Learn how to Build a Form that Accepts Payments.

 

Important Notes

  • The user can only be directed to one payment gateway. If you need to add multiple gateways to a form, ensure that conditional logic is configured so that only one payment gateway can ever run for a submission.
  • To embed a form with a payment you will need to create a payment receipt page on your website. Learn more about Embedded Forms with Payments.
     

 

 

Instructions

  1. Sign in to your site
  2. Navigate to Forms and open an existing form
    Select form.
  3. Click the Workflow tab
    Workflow tab.
  4. Select Payment Events and click Add Payment Event
    Add payment event.
  5. Choose the Gateway from the drop-down
    Select Gateway.
  6. Select the Payment Element you wish to use to total the payable amount
    Payment element.
    Note: The drop-down will display a list of all Number and Calculation elements from the form.
  7. To have the Payment Event only run under specific conditions, toggle on Run Conditionally and configure the conditional logic for the event
    Run conditionally.
  8. If needed, click Add Payment Event to add another event
    Add additional payment event.
    Note: The user can only be directed to one payment gateway. If you add multiple payment events to a form, ensure that conditional logic is configured so that only one payment gateway will run for a submission.
  9. Click Save
    Save workflow.
  10. Now when a user submits the form and meets any set conditions, they will see a payment screen where they can process the transaction
    Pay screen.
    Note: This screen will differ depending on the payment gateway.
  11. Once their payment info has been processed, they will be able to view their Receipt
    Receipt example.

 

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