The Payment page of a form controls how registrants pay: which payment methods they see, the labels and instructions for each, and whether cards are charged online.

Where to find it

Go to Plan > Forms, edit the form, and click Payment in the left menu.

What you can choose here depends on the event's payment settings (Plan > Event Setup > Financials) and the account's e-commerce accounts (Account Settings > Registration > Financial Data). See E-commerce Account Details

Registrants only see the Payment page if it's in the form's page layout and they have a balance due when they finish.

Section Header

• Instructions: shows above the header bar.
• Header Text: shows in the header bar. Default: "Provide Payment Information".
• Text Below Header: shows right below the header.

Leave all three blank to hide the header. Click the </> icon to use the HTML editor.

Settings

• Available Payment Methods: the methods registrants can pick. Only methods turned on for the event show here. Without a processor, the options are Cash, Wire, Adjust, Check and P.O. (invoice). Card types depend on your processor.
• Allow registrant to edit the payment amount: lets people pay part of the balance and make more than one payment, for example part by personal card and the rest by business card or invoice. Only a planner on the admin side can enter more than the balance due.
• Allow registrant to mark payment as received: adds a "payment has been received" check box to the check payment section. Meant for staff entering registrations that came with a check.
• Autogenerate and Send Invoice: lets registrants ask for an invoice, sent as a PDF with their confirmation. Pick the invoice template to use. See Invoices: set up, send, and fix common problems
• Collect Billing Address and Collect Shipping Address: add the address sections below.

Online Payment Processing

If the event has no processing account, this section says "Set up a payment processing account for this event." Pick one under Plan > Event Setup > Financials first.

• Process payments online for this form: charges cards in real time. Clear it to stop taking card payments on this form. See Stop taking card payments after a certain date
• Select a Payment Processing Account: the account to use. Once a payment has gone through in the event, you can only switch to an account in the same currency.
• Allow refunds/change on registrant side: lets a registrant with a credit (from an overpayment) refund themselves online. If they paid by card, they see a refund-to-card option. On forms used from the admin side, planners also see Refund Cash Now and Process Refund Later.
• Collect in-person payments for this form: shows for some processors.
• Address and security code checks (Match Zip Code, Match Street Number, Require AVS "Yes" Response, Collect CSC Number, Require CSC "Yes" Response), depending on the processor. Visa payments for Canadian merchants must include the CSC. See E-Commerce FAQ - Planning for E-commerce

Transaction Details

• Show refund/cancellation policy and Show privacy policy: show those policies below the Submit button. You write them on the form's Confirmation page or under Plan > Event Setup > Default Confirmation.
• Balance Due: the label for what's owed. Default: "Balance due".

Payment method sections

Each method you allow has its own section with a Header Text, Option Label (next to its radio button) and Instructions. Under each, every field label shows on the form unless you clear it.

• Credit Card Payment: header "Pay via Credit Card", option "Charge my credit card." Fields: card type, card number, expiration date, name on card, CSC number, "What is the CSC Number?" link and "Charge on Statement" text. The same labels are used for the card that guarantees a hotel room in an accommodation section.
• Wire Payment: header "Wire Payment", option "I will pay by wire transfer or electronic check." Fields: bank routing code, checking account number, check number, identification number, and a "How do I find" help link.
• ACH Payment: shows only if your processor offers ACH. Header "ACH Payment", option "I will pay by ACH bank transfer or electronic check." Fields: bank routing code, checking account number, optional check number, name on bank account and a "How do I find" help link.
• Check Payment: header "Pay Later", option "I will send a check." Fields: check number, identification number, bank routing code, bank account number.
• Cash Payment: header "Cash Payment", option "Enter a cash payment".
• Invoice (Bill Me) Request: shows when P.O. is allowed. Lets registrants ask you to invoice them, with P.O. Number and Cost Center fields.
• Billing Address and Shipping Address: show when you collect them. Shipping address fields can be used in reports, confirmations, email templates and form logic.

Advanced

Click Advanced at the bottom left for more text you can change:

• Payment Processing Messages: what registrants see while a card is processed in real time ("The screen will turn into a printable receipt after this card has been approved..."), when card details are only collected, and the security notes.
• Transaction Detail Message: text that replaces the standard transaction details.
• Customize Payment Error Messages: shows once a processing account is selected. Edit any processor error message. Edited messages are copied when you copy the form.

Next step: Register a test attendee and check each payment method shows the way you expect.