Overview

How to add the Payment Required to a CloudForm

To add the payment required option to the  CloudForm you can do so by following the instructions below.

• Create or edit a CloudForm
• Click on the Actions tab
• Click on the "Add Invoice, Payment, Online Booking" button.

Step 1: Select the "Invoice, Payment, Online Booking Options" radio button.

The first tab presented to you when you are on the Invoice, Payment and Online Booking window is the Form Options tab. This tab lets you decide if you want to have an invoice created for the client when they book a session or if you just want the client to book a session without creating an invoice.

• Invoice, Payment, Online Booking Options
• Select this option if you want to have an invoice created for the client
• Online Booking Only Options
• Select this option if you do not want an invoice created for the client but just want the client to book a session.

Step 2 Invoice Creation Option

The next step is the "Selection Options" tab. This tab lets you either lock in the CloudForm to one product, service or package or it lets you setup a combobox where the customer can select their desired product, service or package.

• Client Selects Option
• This option lets you add product, services, and packages to a combobox that the client can then select when they are booking a session.
• Pre-Selected Option
• This option locks in the product, service, or package to the cloudform. The client will not see any information regarding the product, service, or package in the form. It is up to you, if you so desire, to add a label, image, or text explaining the product, service, or package associated with the cloudform.

The selection field options and the visual box options are for the look and feel of the fields that will be displayed to the client. If you click the "Form Sample" tab it will show you an example of what the client will see.

Step 3 Payment Options

The next tab is the payment options tab and it shows the various payment options available.

• No Payment Required
• This option will not present the client with a payment window. However, an invoice with the product, service or package from above will still be created for the client.
• Partial Payment / Deposit Required
• This option will require that the client pay a specific dollar amount. It will be the same dollar amount regardless of the product, service, or package they select.
• Full Payment Required
• This option will require that the client pay the entire payment balance for the invoice.
• Percentage of Payment Required
• This option will require that the client pay a percentage of the invoice balance due. As such the amount that the client will be required to pay will fluctuation depending on the price of the product, service, or package.