Collecting payments for goods and services can be simplified by offering various options, including credit cards and checks. This process caters to the preferences of customers while adhering to proper accounting rules for reporting and inventory control. By providing the choice between check or offline credit card payment (via invoice or purchase order), customers can view the order total and all relevant information conveniently. The main benefits include:
Convenience for Customers:
To further explore and understand the process of collecting online payments, check out our resource guides on creating online order forms and using payment platforms like PayPal and Stripe. To see an example in action, explore our online payment form designed for check payments.
Any of the payment integrations that are not Pay By Check can accept credit card payments. PayPal Business, PayPal Personal, PayPal Pro, Braintree, Authorize.net, and Stripe can all be used to collect payments from credit cards.
Use the Pay By Check integration when collecting a ‘promise’ to pay, as with cash, checks, or pay at the door. The text can be customized on the form’s Form Settings -> Custom Text page and the Form Settings -> Payments -> Pay By Check page.
No, there is not a way to authorize the charge without taking it, unfortunately. You can reduce the order total to a low deposit to not take the full amount.
Results with an ‘incomplete’ in the Payment column means the customer did not pay successfully. If the Status column shows a green ‘complete’ icon, they submitted the form successfully but did not complete the payment. If the Status column is not complete, then they did not complete the form. Incomplete payments cannot be processed so the customer needs to start the form from the beginning.