Form Settings window - Finance tab
You can use the Finance tab to define:
- online payment option
- offline payment option.
For more information about enabling online payment options for forms, see Enabling payments.
Form Settings window - Finance tab key fields and buttons
General fields
Field | Description |
---|---|
Select enrolment deposit | Select an enrolment deposit option from the drop-down list to determine the online payment linked to the application. Note: You can define these options using the Enrolment Deposit Definitions Maintenance window. See Maintaining enrolment deposit definitions in the Synergetic Debtors manual. |
Payment Required | Select if payment is required for the form submission to be considered complete. Note: You can use the DefaultFilter_PaidStatus configuration to determine whether online applications are filtered based on payment status when they are imported into the Process Online Applications/Enquiries Import window. See DefaultFilter_PaidStatus configuration setting. |
Online payment fields
Field | Description |
---|---|
Allow online payment | Select to allow online payment for the form using an online payment merchant. |
Payment option label | Type into this field to define the label text for the online payment option. |
Payment option description | Type into this field to define a description for the online payment option. |
Merchant | Merchant used to process the online payment. See Online Payments Maintenance - Merchants tab in the Synergetic Finance manual. |
Return link text | Text used for the link directing users back to the payment methods page. |
Offline payment fields
Field | Description |
---|---|
Allow offline payment | Select to allow offline payment for the form. For example, bank transfer or phone call. |
Offline payment label | Type into this field to define the label text for the offline payment option. |
Offline payment description | Type into this field to define a description for the offline payment option. |