- To add a price field to your form
- To create a price field from a selection set or number field
- To configure price field options for selection sets
- To configure price field options for number fields
Price fields are form fields that charge form-takers a designated amount. You can add a price field to any form type. You can add pricing to a Number or Selection Set form field.
For more information, visit our help article on Creating and configuring forms.
To add a price field to your form
1. Navigate to Forms > Form List.
2. Click CREATE NEW FORM to create a new form, or edit an existing form. To edit a form, hover over a form in your form list, then click EDIT.
3. Click Add Form Elements on the left hand column. Then, click on the Form Fields sub-tab. You can select from either a Number, or a Selection Set form field to add to the form builder.
Selection sets vs number fields
A selection set form field is best suited when you want to offer form-takers a set of tiered pricing options. Number fields are best suited as quantity fields, where the form-taker can enter an exact amount (e.g. a donation form).
To create a price field from a selection set or number field
1. Drag and drop either a Selection Set or Number field onto the form builder.
If you have a selection or number field already created as a custom attribute, and you want to use it as a price field, click the Custom Attributes sub-tab. You can add your custom attribute to your form, then toggle ON Price Field.
2. Click on the selection set or number field on your form builder to edit it. The Element Properties tab will automatically open on the left side column. Toggle ON Price field.
To configure price field options for selection sets
If you’ve created a selection set price field, the following buttons will appear after you toggle ON the Price field switch:
Edit Selection Options
Select this option to configure your selection set pricing. Use the Add a Selection text field to add a selection to your selection set field. Then, click Add. Below, you can set a price for each selection, set a Limit, and Delete a selection. Click Save when you're finished.
You cannot delete a selection if a form-taker has already selected it on a form. You must remove this selection from any form submissions before you can delete it.
Member Type Pricing
Select this options to set-up pricing based on the form-takers member type. To add member types, click the Click here to choose one or more member types field. In the dropdown menu, choose which member types you want to add specialized pricing for. Click Add a column to add the selected member types to a pricing column below.
You can select multiple member types at once to include them in the same pricing column. If you leave a pricing field blank, the form-taker will be charged the base price of the selection.
If you have member type pricing set-up, the form will charge the form-taker based on their member type. Click Save when you're finished.
Edit Payment Processor & Revenue Account
Select this option to configure which payment processor and revenue account to associate with the price field. In the modal window, you can:
- Select a Payment Processor from the dropdown menu.
- Name the invoice line item. This is how the line item appears on the invoice.
- Select which Revenue Account to associate with the pricing field.
- Add a Memo for internal use only.
- Save your settings.
To configure price field options for number fields
If you’ve created a number field, click the number field on your form. Toggle ON Price field.
Beneath the Price field toggle, you can select either:
- Number Input
- Currency Input
If you select Number Input, you can set a Price per unit. For example, if you set the price per unit at $1.00, and a member enters $20.00 into the field, the form will add twenty $1.00 units. If Price field is enabled, you cannot allow decimal prices.
If you select Currency Input, the form taker can enter an exact amount into the form field. You can allow up to 2 decimal places in the Decimal Places dropdown menu.
Currency Input is best used in Donation forms.