Adding a Pay by Check Option to Payment Enabled Forms
By Chris Coyier · July 8th, 2010While Wufoo has made it super simple to collect credit card payments through our Payment Integration features, there hasn’t always been an easy way to handle those people who want to pay by check. But with the addition of logic and branching, instructing your form to handle different payment methods can be done with only a few steps.
Step 1: Add multiple choice option to your form
Add a multiple choice form to your field with the option to pay by credit card or checks. It may be that you prefer one or the other payment method, so feel free to encourage your payment method of choice by making that option the default value.
The form might look something like this:
Step 2: Set up regular credit card payment
Set up the payment integration for the form, which will apply to the people choosing to pay by credit card.
Step 3: Set up a page rule
The heart of this technique is in our Page Rule logic. Set up a new Page Rule which, when the multiple-choice payment option is Check, will skip right to the confirmation page after submission. This rule will basically instruct the form to bypass the credit card payment page when a user is paying by check.
Step 4: Information specific to by-check payers
After a user has chosen to pay by check and submitted the form, they will need to see a special message tailored to them which tells them how to proceed. To do this, you can use a Form Rule to display a custom message.
The rule in this example checks if the multiple choice Pay by field was Check and displays a custom message thanking the person and explaining where they can send the check to.
Back in the Form Builder, you can set your form to send a confirmation email which will again remind users what to do:
Wrap up
That wraps up how you can turn a payment-enabled form from credit card only payments to include a pay by check option. Remember that if you were selling something, you should mark orders that come in as pay by check and hold off on shipping until the check has arrived and cleared. If you have any questions, let us know!
Chris, this is so fantastic- thanks for the helpful screenshots and explanations. I have a question which may have an easy answer, or if not, may be suitable for a more advanced blog post later…
Q: For the check option-Is there a way to have the auto-response calculate the user’s total, based on their selections within the form. I know Wufoo does a great job of this when passing info onto Paypal and Authorize etc… but any hints for us to have to deal with the check-writers?
Thanks in advance!
Posted 1 year ago by Joel.Joel, I was about to write the same thing. Any way of doing this guys?
Posted 1 year ago by James.Hey Guys,
How I did the message in the demo above was using the templating system we have. But as it sounds like you know, that isn’t capable right now of doing calculations.
One way that you could pull it off is to build your own confirmation page on your own website and then set the form to redirect to that URL after submission. The redirect URL can use templating as well! So you can add URL parameters to the end of the URL like yoursite.com/?value1={entry:Field1}&value2={entry:Field1} etc. Then your own custom confirmation page could read those URL parameters and do whatever math/calcuations you need and display a message for the pay-by-check folks.
Posted 1 year ago by Chris Coyier.Thanks for that possible solution Chris. Looks a bit out of my league if I’m being honest but the tip is appreciated. May give it a go sometime.
Posted 1 year ago by James.