Price fields

Price fields are form fields that charge form-takers a designated amount. You can add a price field to any form type, on a Number or Selection Set form field. For more information, see Creating and configuring forms.

To add a price field to your form

1. Go to Forms > Form List.
2. Select 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 select EDIT.
3. Select Add Form Elements on the left, then select the Form Fields sub-tab. You can select 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, such as on 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 already have a selection or number field created as a custom attribute and want to use it as a price field, select the Custom Attributes sub-tab instead, add it to your form, then toggle ON Price Field.
2. Select the selection set or number field on your form builder to edit it. The Element Properties tab opens automatically. Toggle ON Price field.

To configure price field options for selection sets

If you've created a selection set price field, the following buttons 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 select Add. Below, you can set a price for each selection, set a Limit, and Delete a selection. You can't delete a selection that a form-taker has already selected on a form — remove it from any form submissions first. Select Save when you're finished.

Member Type Pricing

Select this option to set up pricing based on the form-taker's member type. To add member types, select the Click here to choose one or more member types field, then choose which member types you want to add specialized pricing for. Select Add a column to add the selected member types to a pricing column. 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 is charged the base price of the selection.

If you have member type pricing set up, the form charges the form-taker based on their member type. Select 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 window, you can:

1. Select a payment processor from the dropdown menu.
2. Name the invoice line item. This is how the line item appears on the invoice.
3. Select which revenue account to associate with the pricing field.
4. Add a memo for internal use only.
5. Select Save.

For more information, see Configuring online payment processing and Invoicing.

To configure price field options for number fields

If you've created a number field, select the number field on your form, then toggle ON Price field. Beneath the toggle, you can select either Number Input or 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 adds twenty $1.00 units. If Price field is enabled, you can't allow decimal prices.

If you select Currency Input, the form-taker can enter an exact amount into the form field, and you can allow up to 2 decimal places in the Decimal Places dropdown. Currency Input is best used on donation forms.