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How does an Administrator add a Payment Request to an eForm?

Warren Chan
Updated

 

 

Note: Before adding a Payment Request to an eForm, please ensure that Payments have already been set up for your account. The step-by-step instructions can be found here.

 

 

1. Click the three horizontal lines (tribar) of the eForm you want to add a payment request to. 
 

Note: If you haven't created any eForm yet, please refer to this article on how to create one.


 
2. At the bottom part of the eForm, go to the  Additional Tools  section, click on the  Payment Request,  and place it on the desired location on the eForm.  

3. Enter a brief explanation of what the payment is for and enter the amount. The currency will default to your organisation’s regional setting. Click Save eForm when done.
 


 

 
 

What will the Care Profile Owner see on their end?
 

The Care Profile Owner will see something similar to below when they click on the eForm. They would only need to click Pay with Card to initiate, process, and complete the payment through Stripe. The full fees for a successful transaction can be found here: Fee details
 

 
 

 
Once the payment has been completed, you will receive an email from Stripe notifying you of the payment you've received.  
 

 
REMINDER:
  1. Parents/Members/Participants can process a payment using a browser or any iOS devices. Currently, payments are not supported for Android devices.
     


 

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