The ClassReach Documentation for admins

Add Payments to Forms

As an admin you may be able to add payments to forms. This allows you to charge your users for the options they choose within the form. However, this is only available if your school has synced the account with Stripe. This is also a permissions based task. So if you do not see some of the options mentioned within this document then you may need to reach out to an admin to ensure you have the needed permissions.

Enable Payments for Your Form

First you will need to Create your Form. Then, you will need to go into the the settings and enable payments:

  • Click the form’s Settings tab
  • Select the Payments tab
  • Switch “Accept payment for this form?” to Yes
  • Set the Financial Year
  • Set the Default category for invoice line items
  • Select the Payment Options:
    • Customers may pay immediately upon form submission – This will allow customers to pay when they submit the form. If this is the only option chosen, the customer will be required to pay before the form will submit.
    • Customers may apply charges to new or existing payment plan – This will allow customers to select a payment plan they are apart of to add the charge to. For example: if the school has an Incidentals payment plan that is due once a month, the customer could add this charge to it and pay at the same time as the other charges.
    • Customers may apply charges to a new invoice – This will allow the customer to create invoice to pay later. You will need to set a type of due date:
      • Fixed Due Date: This would be a specific date that this charge must be paid on, regardless of when they are submitting the form. An example of a good use: If you are collecting orders for T-shirts, yearbooks, etc. that must be ordered by a certain date.
      • Variable Due Date: This would be a set amount of days after submission that they have to pay. An example of a good use: If you have an ongoing spirit shop they can order from any time, you may set that they just need to pay within 10 days of submitting it.

Payments in Fields

Once you’ve enabled payments then you can build in costs to your form. You’ll use the Edit Form button to build the form. Most of the fields work exactly like when Editing a Form, some are new and some can be enabled for payments. Fixed Amount and Custom Amount fields are the fields that have payments enabled automatically. The others, you will need to select to enable within the field editor. You can also add line item descriptions as well as the Category many of the charges will fall to for financial record keeping.

  • Fixed Amount – is an amount that will be charged to the customer upon submission. This is good for forms for things like registration forms that are filled out per student. Or you can use them in conjunction with Conditional Logic to appear when certain options are chosen.
  • Custom Amount – allows the submitter to set an amount they would like to pay. This is good for things like collecting donations.
  • Number: will allow the user to set a quantity and the system will multiply it by the amount set. This is good for things like spirit shop orders, where a user may be ordering multiple of on thing.
  • Check boxes and Radio Buttons – Both of these will allow you to set different costs for each choices available. This is good for things like lunch orders.

Once you have your form the way you’d like, you can save and publish it!