Note: The subscription form for recurring payments can be created only by employing Stripe, PayPal, and Authorize.net as the gateways.

It’s quite simple to create a subscription form. You can access the subscription payment feature from the button of the form tab when creating a payment form.

Note: Subscription settings can only be enabled when you

• Disable donation Settings & Coupon Settings in the Form tab.
• Choose Stripe Session & disable Stripe Card in the Payment Tab.
• Have added no product in the Product tab.

 Follow these steps to create a recurring payment form:

• Open the FormPay app.
• Now, navigate to Forms and create a new form.
• Fill in the required Form fields and make sure to choose Stripe, PayPal, or Authorize.net as your payment gateway.
• Now, enable the subscription settings toggle. Choose Recurring as your Payment Type and Recurring Type as desired.  

• Once done, publish the payment form and use this recurring payment form on your subscription webpages or share it as a URL to receive recurring payments.

You can also create subscription products in FormPay. For this,

• In your FormPay app, navigate to Products.
• Now, click on Create New Product.

• When choosing the Billing Frequency, choose Monthly, Quarterly, Semi-annually, or Annually.

• You can then choose the Billing Start Date as At Payment or Delayed Start (days).
• If you choose Delayed Start, then choose the number of days (from the date of first payment) after which the billing has to be started.
• Once done, click + Create Product on the top left corner.

The post How do I enable recurring payments form in FormPay? appeared first on MakeWebBetter Support.

It’s quite simple. You can access the subscription payment feature from the button of the form setting, when creating a  form. Follow these simple steps to create a recurring payments form:

• Navigate to Forms in the FormPay app.
• Name your form and choose the HubSpot form. In addition to this, select the redirection/thank you page settings, payment settings & payment method (gateway).
• After this, enable the Allow Subcription toggle under Subscription Settings.

• Then, select Recurring in the payment type.
• Choose Monthy 

Note: Only Stripe & Authorize.net can enable subscription. Also, Subscription settings can only be enabled when you disable Donation Settings in the Form tab.

The post How do I enable recurring payments form in FormPay? appeared first on MakeWebBetter Support.

Let’s see how you can monitor all the transaction of the respective contacts in the HubSpot.

• Visit your HubSpot account.
• Navigate to Contacts.
• Search and click on the Contact that you wish to view transaction history of.
• After this, switch to Activities.
• Find the activity by date or scroll down to find “Form Submission”.

• The contact details will be listed in the timeline event as above.

To view the transaction amount, status and transaction ID, you can view all of this in FormPay (under Transactions).

The post How to view transaction history in HubSpot for desired contacts? appeared first on MakeWebBetter Support.

• Go to your HubSpot account and then to Contacts.
• Search for the customer who bought your product. Click on the respective contact.
• Then, you’wll find the HubSpot CRM Card on the left.
• Scroll down and find the card which says “FormPay Payments”.

Note: You can create this payment link using the active gateways that you have in FormPay.

• A HubSpot modal will appear, and you have to begin with Gateway Settings.

• Here, you have to choose the payment settings —
  • Gateways
  • Default Gateway
  • Select Contact
  • Currency
  • Payment Type
  • Enter Amount
  • Allow Transaction Charge Toggle
  • Show Line Items Toggle
  • Allow Coupon: The coupons created in FormPay.
  • Allow Partial Payment: Decide on the minimum amount to be paid by the customer for partial payment.
  • Form Language Settings

• After this, switch to the Payment Settings tab. (If you choose Stripe as your gateway.) This allows you to select Stripe Card or Stripe Session to allow your customers their preferred payment methods.

• Next, go to the Advance Settings tab to apply your branding to your payment link page. This tab also to decide on certain other settings such as the payment recipient name, redirection settings, theme settings & URL settings.

  Note: You need to set up the Advance Settings only once, you will find this section auto-filled for future payment links in the same HubSpot portal.

• After all the customizations click Save.

• Lastly, come back to the Gateway Settings tab and click Create Payment Link.

That’s it! Use this link to directly share with your customer.

The post How do I create a Payment Link within the HubSpot? appeared first on MakeWebBetter Support.

• Open FormPay app.
• Navigate and click on Gateways tab from the navigation panel on the left.
• On the next page, there will be all payment gateways listed that are supported in the FormPay app.

• Spot the Authorize.net gateway and click Setup on the right of it.

• After this, fill the fields under Live Account Details asking for — Live Login ID, Live Transaction Key, and Live Client Key.
• Once done with that, choose your currency.
• Finally, click Activate Gateway.

You can always connect with our support team if you find any trouble setting up any gateway.

The post How to setup a payment page by enabling a Authorize.net payments? appeared first on MakeWebBetter Support.

Say, you want to create a report to monitor your customers’ demographics (country). Follow these simple steps.

• In your HubSpot account, go to Reports and select reports from the drop-down.
• On the top-right corner, click the Create Report button.
• Choose Single Object report type on the next page.
• Then, choose Contacts on the next page. And then, click Next.
• Under Properties filters, select the desired filter by clicking on it.
• Once done, choose visualization i.e. how you want to display the data in the dynamic report.
• Finally, click Save from the top-right corner.

The post How to create reports in HubSpot with FormPay data? appeared first on MakeWebBetter Support.

• Go to FormPay.
• Navigate to Payments, there you will be asked for your billing address and card details which you want to use to complete the payment.

• Fill the billing information as per your choice.
• Once done, click complete payment.

Now, you have a new billing address.

The post How do I change my billing address in FormPay? appeared first on MakeWebBetter Support.

• Navigate to Forms from the sidebar of FormPay.
• Click Create a Form.
• Choose the HubSpot form that you want to convert into a payment form.

• Now, switch on the Donation Form Settings toggle and fill the details.
• Now, fill the required fields –

• Transaction Settings.

• Redirection or Thank You Page settings.

• Payment Settings.
• In the Gateway tab select Stripe (subscription settings are only available on Stripe gateway).

Note: Subscription settings work only when you enable the donation toggle.

• After this, go to Payments tab. There, you can find the subscription settings.
• Enable the subscription settings toggle.

• Once you do that, all the Stripe Settings with payment options become visible to you.
• Finally, publish the payment form and use this recurring payment form on your subscription webpages or share it as a URL to receive recurring payments.

The post How to create a donation form in FormPay? appeared first on MakeWebBetter Support.

You will be able to view all of it in your Xero account, under Contacts.

• Contacts – Email ID.

• Custom Purchase Details – product name, quantity, amount, and currency code.

The post What data is synced to my Xero account when it integrates with FormPay? appeared first on MakeWebBetter Support.

Follow this short process with simple steps to set up FormPay Xero Integration:

• Open the FormPay app.
• On the left, scroll down and click on User Accounts in the sidebar.

• Then, go to Integrations.
• You will find the Xero card. There, click on Connect to Xero button. Then, you’ll be redirected to Xero’s webpage.

• On this page, enter your Xero credentials and click Log In.
• That’s it! Your Xero account will now be successfully integrated into FormPay.

The post How to connect Xero account with FormPay? appeared first on MakeWebBetter Support.