Description: Gravity Forms has features that allow you to bill your members for a plethora of charges. In this article, we will cover the product fields that allow you to create items available for purchase within a form, adding an Authorize.net feed to forms that accept payments and adding a service fee to forms.
Features:
Adding a Product fields to Gravity Form allows for the creation of sellable items in the form. For example, waitlist or swim team fees, and event tickets.
Add an Authorize.net Feed to Your Form In order to accept debit and credit card payments via forms, you need to link the form to your Authorize.net account via a feed.
Add a service fee to forms that accept payments. If you are using a form to collect online payments you may want to pass along a service fee.
Adding a Product field to your form:
If you want to total up the products a member will purchase on a form, you need to use product fields. The product field is very versatile so you can use:
single product
dropdown
radio buttons
user defined price
hidden
calculation
In this example we will be placing a charge on the Waitlist.
Go to your form select Gravity Form, Pricing Fields Dropdown. Select the 'product' field and drop it on your form in the locations you want it to appear.
Once you have placed it on your form open up the details of the product field.
Give the product field a proper name and put in the amount in the form. You will also want to disable the quantity field (as the new member only has to pay one waitlist fee) and make the field required.
Add a total to your form.
Add the credit card fields to you form and make it required as well.
6. MANDITORY FOR BILLING - Add the Authorize.net feed to your form. The full article on this is at Adding an Authorize.net Feed on your Form. Your form will not bill your members if this fee is not setup.
7. It is vitally important to test your form. We recommend that you use your test member account and your club’s credit card to process a charge. Review the form, layout, pricing, and entries. You will also want your treasurer to look at the Authorize.net feed to be sure the charges are passing as you want. The second test should to be completed by a trusted board member. Both tests should be completed in full and reviewed before launching the form to your membership.
Below are other Gravity Forms Product fields you can use for pricing
Radio Buttons:
Take a moment to review all the options on the Gravity Form pricing field to gain more knowledge of how you can use Gravity forms to their fullest extent.
Adding an Authorize.net feed to Gravity Forms (IMPORTANT):
1. Add a credit card field to your Form
Open the form in the form editor and click on the Pricing Fields group on the right hand side. Click on Credit Card field to add it to the form or drag and drop the field to the specific spot in the form where you want it. Click on the field to open its settings and at the bottom under Rules check Required.
2. Creating a feed
The next step is to set up an Authorize.net “feed” for the form. Click the Settings tab and select Authorize.net
3. Once you click on the Authorize.Net button you’ll be prompted to create a new feed. Click Create one
+++If you see the message below, please contact our support desk so that they can configure your settings in Gravity Forms. You will need to do this before you proceed.+++
After you confirm the settings are complete, the first thing you’ll do is give the feed a name. You can call it anything you want; we typically name it for the form it applies to. Note: Each form can have multiple feeds of the same type. You’ll rarely, if ever, have a use for this. But hypothetically you could set up two Authorize.net feeds for a single form, allowing you to direct payment to different parties based on the entry.
For Transaction Type choose Products and Services.
Once you select Products and Services the settings screen will update to show a Payment Amount field and an Other Settings section.
The Payment Amount will default to Form Total which is likely what you want. The Billing Information fields are not required for payment. If your form has fields such as an address or email field it will offer to map those to fields that can also be submitted.
If you’d like the person making payment to get a receipt directly from Authorize.net simply click that check box.
If your form accepts both online and offline payments use the Conditional Logic field to indicate which form entries this feed should apply to, like so: (not recommended to beginner users). If your form only accepts credit card payment, move on to the next step.
When you are done just hit the blue Update Settings button and you are all set. Remember, we always suggest running a credit card through to test that the fees indeed make it to your Authorize.net account. You can always credit back the charge and ensure you've set the form and feeds up correctly before releasing to your members.
Adding a Service Fee to Form
If you are using a form to collect online payments you may want to pass along a service fee. Online credit and debit card payments incur a fee of 2.9% of the total plus an additional flat $.30 per transaction.
Ex: $100 charge * 2.9% = $2.90 + $.30 = $3.20 Online processing fee
It’s important to understand that the 2.9% is charged on the total amount you collect, including the processing fee itself, meaning that you can’t simply add $3.20 to the price in the example above. If you did that you would get:
$103.20 * 2.9% = $2.99 + $.30 = $3.29 fee — you would net $99.91
To correctly calculate the fee we use the following formula:
[(Sub-total + .3) / .971] - Sub-total or (( {subtotal} + .3)/ .971) - {subtotal}
Adding the Calculated Fee to Your Form
If your form collects payment for more than one item, for example a party reservation form that charges a fee for the reservation plus an additional amount per guest, you will need to add a Subtotal field to your form. You will find that under the Pricing Fields block of form fields.
Next, add the online processing fee as an additional item on your form using a Product field, also from the Pricing Fields block. In the field settings choose Calculation as the field type; check the box to Disable Quantity; and check the box to make the field Required. Then enter the formula using the Merge Tag select menu to insert the form subtotal as shown below.
Copy the formula here: (( {subtotal} + .3)/ .97) - {subtotal}
Finally you will need to add a Total field, again from the Pricing Fields block. Here is an example of what a form that is set up to pass on the online processing fee might look like.
Passing a Fixed Percentage Fee
To charge a fixed percentage fee you can use the Tax field type found under Pricing Fields as shown:
