An Order Form is any Formsite form that uses Order Form items to collect order information. You can define prices for a series of items and then your visitors can choose from them, much the same way a catalog or online store works. At the end of the form, the visitor is presented with the Order Summary page, a selection of payment options that you set up, a back button to revise the order, and a Confirm Order button.
Order Form items are available to all levels of service, though a Formsite account with a Pro 1 or higher service level is required to integrate with payment services (Paypal, Braintree, Authorize.net, or Stripe).
Any form can be used to collect orders—adding the Order Form items are what make your form an Order Form. Start with one of our many order templates or from a blank form, then drag and drop from the "Order Form Items" section to begin building the form:
Before the visitor submits the form, they will be presented with an Order Summary page and allowed to confirm their order before continuing. You can configure the settings under "Form Settings->Success Pages" to show a Printable Receipt and a Reference Number that will correspond to your results after the visitor hits submit. Once the visitor hits "Confirm" their order is shown in your Results Table as "confirmed", and once payment has been received Formsite will change the status to "completed".
Once the visitor has confirmed their order, you can either charge them manually using the credit card information collected on the form, or you can use one of our Payment Integrations to collect payment in the browser. Multiple payment options can be used on a form if you have an account with more than one processor.
Formsite has the features necessary to create forms that can collect and handle data securely. It is your responsibility, however, to take advantage of these features when appropriate. Please see the Security Documentation for more details, especially if you intend to collect credit card information.