How to set payment integration in 123FormBuilder

You can set up payment integrations for your online order forms and start collecting money from your customers, as easy as 1-2-3! Assign prices to your items and set up discounts and fees. In this article, you will learn how to set up payment integrations.

First, you need to assign the values to your products/services. To do so, add a choice field (Single/Multiple choice or Dropdown) or a Product field and list the available options in the form builder.

Click the field to open its options in the right-side panel and you can set the Price from Payment & Calculation section.

If you are using a multiple choice/single choice field, all you have to do is click on the Price under Payments & Calculation and assign prices for each choice.

For the multiple/single choice fields, once you have saved the prices, they will be displayed near each choice, as Show prices on form is enabled. You can disable it if this does not fit your needs.

If you need the user to type in a custom amount, add a Number field and assign the value “1”.

The Number field also works as a quantity field. You can assign the price of the product to the field and the user can input the quantity.

To create mathematical operations on your form, add a Formula field. Use the Add field button within the calculator to add your form fields.

After the calculation process is done, scroll to the last section of the Form Editor called Payments. Here you’ll find all the available payment gateways that you can add to your form.

Next, select your payment processor and provide the necessary credentials.

Once connected, at the bottom, a new section will appear – Order Summary. By clicking on it, you’ll notice some settings to the right-side panel.

• Order details (set up the currency, discount on total, tax on total).
• Show detailed formula and Show discount & tax.
• Show order summary on form 0 Choose if you want your form users to review their payment options or not, before sending their entry.
• Columns. Here you have the freedom to rename the Payment summary table columns’ names.

After that, click on the View inventory button. A pop-up window will appear where you can see all the fields that have prices assigned. Determine how you want to calculate the total price.

1. Name. Here are all the fields that calculate the total price. Click the plus sign to add a new product.
2. Price. This column will show you the actual price of the field or Multiple, Variable. Multiple means that you have multiple prices in that field. Variable is displayed when you have a formula.
3. Quantity. By default, it is “1” (e.g the value assigned to the field: $154 x 1). However, you can also add a Number field in this column. This way, the price will be multiplied with the number inputted on the form. This works great when the form user needs to specify the quantity for a specific product.
4. Discount. Here you can establish a discount for each field in percentage or a fixed amount.
5. Tax. Similarly to the Discount option, you can add a tax for each field, either in percentage or fixed amount.

You can also change the currency you wish to accept payments in, by clicking on the Currency button.

Below is a list of all the payment processors that we have an integration with:

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