Formstack Salesforce App allows you to customize the subtotal, shipping & tax amounts that add up to the total payment amount charged to your users. This can be done for each payment field on your form.
💡If you have not already done so, start by creating a form with a configured payment field.
You have several options for specifying the value for each of these amounts:
- Specify a static value to be charged.
- Choose a form field from which the value will come from.
- Use a formula to calculate the value. We wrote an article about formulas!
🔺The most common reason for payment issues is when a value is dependent on a field on your form and the content of that field is either blank or invalid.
Here are some tips to follow when using fields or formulas to create a bullet-proof payment form:
- Set fields to required
- Create rules to check if field is blank and set to 0
- Create rules to check if out of range and set to valid value.
- Use formula with IF conditions for more complicated calculations.
- Use JavaScript for more complex validation and field setting.
- Create a test plan with all possible inputs and execute regularly because your form will change!
💡Contact us if you need help in deciding what your approach to payment values should be!
Next: Map fields into your payment provider and transaction results back into Salesforce