Documentation

Using Payment control you can integrate online payments in your forms. Currently we support payment via the following providers:

• PayPal - you need to set up a merchant account in PayPal and define an app in PayPal as your first step. You will need the Client ID of the app for the integration.
• Authorize.Net - you need to set up a merchant account. You will be issued Login ID and Transaction key values by Authorize.Net, which you will need to set up payments in the form.

Add Payment control to the form and configure the following settings:

• Provider: PayPal or Authorize.Net
• For PayPal: Client ID - value from the PayPal app you configured.
• For Authorize.Net: Login ID and Transaction key provided by Authorize.Net merchant registration
• Amount column - numeric column in your list that will contain the amount to pay (can be Number, Currency or Associated Items Summary column). Required.
• Invoice ID - text column to store the generated invoice ID once the payment is processed. The invoice ID value appears in both payment provider statements and in the item for cross-referencing purposes. Note that payment buttons will only appear when Invoice ID column is blank.
• Currency (PayPal only) - select the default currency of your payments (USD by default).
• Save after payment - automatically save the form once the payment is processed.

Payment is handled directly through the provider, the form does not store any sensitive payment data, such as credit card numbers.