Adding a Pay by Check Option to Payment Enabled Forms

With the addition of logic and branching, instructing your form to handle different payment methods can be done with only a few steps.

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By: Chris Coyier

While 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.

Pay by Check

The form might look something like this:

Donation Form

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.

Standard Payment

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.

Pay by Check Page Skip

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.

Pay by Check Form Rule

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.

Special Message for Pay by Check Submissions

Back in the Form Builder, you can set your form to send a confirmation email which will again remind users what to do:

Confirmation Message for Pay by Check Submissions

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!