Accepting PAYMENTs

Collecting card payments with ClubPay is quick and easy. Read this guide to get all the information you need to set up payments, choose a price, create discount codes and more...

Accessing Payment Settings

In order to collect payments on your forms, you will need to enable payment settings for each of them individually. Luckily, this is a quick and easy process which will only take a few minutes maximum when you know what you are doing.

  1. To access the payment settings, start by going to the Form Manager page
  2. Find the form you want to enable payments for and select it.
  3. Click on the Payment icon to be taken to the Payment Settings page.
  4. Ensure that Stripe is selected in the Select a Merchant dropdown (this should be done by default) and check the 'Enable Merchant' box.
  5. You will now be able to edit the payment settings for your form.

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Setting a Fixed Price

Most forms will only require simple fixed pricing which can be set up in a matter of seconds. All you need to do is enter a Price Amount and you can even add a Price Name which will be shown on payment pages and email receipts.

  1. Go the Payment Setting page and make sure that merchant is enabled.
  2. Scroll down the page until you can see the green 'Define Prices' panel
  3. Ensure that 'Fixed Amount' is selected from the drop down
  4. Enter the price you would like to set for the form in the 'Price Amount' box
  5. Use the 'Price Name' box to make it clear what the cost is for when being referred back to on payment pages and email receipts.
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Setting a Variable Price

On some occasions, you will want your form to have a variable price. Forms can ONLY be given a variable price if they have one of the following field types: Checkboxes, Drop Down, Multiple Choice or Price

  1. Go to the Payment Settings page and make sure that merchant is enabled
  2. Scroll down the page until you can see the green 'Define Prices' panel
  3. Ensure that 'Variable Amount' is selected from the Drop Down
  4. use the drop down to select which field(s) you want to use to define the price of the form
  5. Then it is a simple matter of entering the prices against the corresponding responses - e.g. using a drop down with 3 responses, response 1 set at £10, response 2 set at £15 and response 3 set at £20
  6. You are able to select as many fields as you want, any option selected by the user will add to the grand total of the form
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Quantity Calculation

ClubPay no longer uses a traditional eCommerce storefront. Therefore, there is no longer a basket or cart for your customers to fill. In order to prevent customers from having to fill their card details over and over, you may want to create a form with a quantity calculation. To do this your form MUST have one of the following field types: Checkboxes, Drop Down, Multiple Choice or Price. You will also need to add a number field as well.

  1. First, you must ensure that your form has a price enabled field (see above)
  2. Then add a number field and click on it to edit its properties
  3. Under ‘Advanced Option’ check the ‘Enable as Quantity Field’ and then select the price enabled field from the drop down
  4. Go to the Payment Settings page for your form, ensure merchant is enabled and select variable price from the green 'Define Prices' panel (see above)
  5. Select the field your price enabled field from the drop down and enter the required prices
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Creating Discount Codes

You can use discount codes to reduce the price of your forms by either a fixed or percentage amount. To do this your form MUST have a Single Line Text field to use as a code field.

  1. First, add a Single Line Text field to your form and change the field label to Discount Code (or whatever you'd like)
  2. Go to the Payment Settings page for your form, ensure merchant is enabled and check the 'Enable Discount' box in the red 'Payment Options' panel
  3. Use the drop down to choose between a fixed amount discount or a percentage discount and enter the value into the adjacent box
  4. Enter your code into the Coupon Code field. Remember codes and case insensitive and you can have multiple codes by separating each one with a comma
  5. Use the 'Select Coupon Code Field' drop down to select the Single Line Text field you made earlier
  6. Add a maximum redemption if necessary. Leave as 0 for unlimited redemptions
  7. Enter an expiry date is needed
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Setting up Recurring Payments

Easily enable recurring payments charging payments in increments of your choosing (days, weeks, months) and with any number of payments. Remember that the longer-term the payment the more risk that customers cards will expire before the total has been taken.

  1. Go to the payment settings for your form and ensure that merchant is enabled
  2. Scroll down to the red Payment Options panel and check the box next to 'Enable Recurring Payments'
  3. Use the 'Charge Payment Every:' drop downs to select how regularly you want payments to be taken
  4. Use the 'Number of Payments:' field to specify how many increments the payment total will be taken in. 
  5. E.g. if you want the total amount taken in 4 monthly payments you would put Charge Payment Every: 1 Month(s) with Number of Payments: 4
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