Add a Web Payment Page

You can add an unlimited number of Web Payment Pages to your ReceivablesPro account. Watch this 8 minute video tutorial to see how to create a new Web Payment Page. Detailed step-by-step instructions follow below.

Before releasing a Web Payment Page link, or a Web Payment Button, to your customers it is very important that you run a test transaction on the Web Payment Page first. You need to do this even if you are using the Default Web Payment Page.

In the unlikely event of a configuration problem with your account, there will be no record of failed transaction attempts made via Web Payment Pages. By testing each form before providing it to your customers, you ensure that you will not encounter any problems or lose any customer orders.

Follow the steps below to create a new Web Payment Page.

Click the “add new payment form” link under the WEB PAYMENT PAGE TEMPLATES table, on the Web Payment Page dashboard.
The New Payment Page Template screen opens as shown below:
Enter a Form name. This is the Form name that will appear in the WEB PAYMENT PAGE TEMPLATES table, and in the drop-down box for selecting a Web Payment Page to use with a Web Payment Button. (See Add a New Web Payment Button below.)
In the User ID drop-down box, select the user in your ReceivablesPro account to which you want to attach the form.
Enter a Description for the Web Payment Page. (Optional)
In the PAYMENT OPTIONS section:

Check the boxes for each type of payment you would like to accept from the form.
NOTE: If your account is configured for only ACH you will not need to make a selection; if it is configured for Credit Card only, you will just need to select card types.

Check the ACH box to accept Echeck (ACH) payments.
Check the Credit Card box to accept credit cards, then check the box for one or more card types. You can accept Visa, MasterCard, American Express and/or Discover.

In the Invoice # field, select the “Display” radio button to include the Invoice # field on the payment form, or select the “Hidden Field” radio button to hide it.
In the Recurring billing schedule field:

Select the “None” radio button to accept only one-time payments.
Select the “Payment Plan” radio button to enable creating a payment plan schedule via the form, or to accept a one-time payment.
Select the “Bill Payment” radio button to enable creating a bill payment schedule on the payment form, or to accept a one-time payment.
NOTE: You cannot use a single payment form to create both a payment plan and a bill payment schedule.

In the Terms and conditions text area, enter detailed terms and conditions of sale. Make certain that the Terms and conditions you enter meet all requirements for Echeck (ACH) and/or Credit Card payments, as well as any terms and conditions specific to your business.
NOTE: See Appendix A: Authorizing Transactions for sample Terms and Conditions to use on web payment forms.
In the Payment amounts field, select whether you want customers to enter a payment amount, or whether you want to control the payment amounts that can be entered on the form.

To create a payment form in which customers can enter any amount in the Payment amount field:

Select the “User defined amount” radio button. (This is the default setting for the form.)

To create a payment form with a single fixed Payment amount:

Select the “Multiple amounts” radio button.
Click the “add/edit amounts” button.
The amounts pop-up window opens.
In the Amount field, enter the amount you want to use for the payment form.
Click the “add” button.
The amount you just added will now be displayed in the table, as shown below:
NOTE: If you want to change the amount, click the “delete” link to the left of the existing amount to remove it. Then enter the new amount in the Amount field, and click the “add” button to add it.
Click the “close” button to close the amounts pop-up window and return to the Web Payment Page Configuration screen.
NOTE: When your customers access this payment form, they will see the amount you entered displayed in the Payment amount field, and they will not be able to edit it.

To create a payment form with a drop-down box in the Payment amount field from which customers can select one of several fixed amounts to pay:

Select the “Multiple amounts” radio button.
Click the “add/edit amounts” button.
The amounts pop-up window opens.
In the Amount field, enter the first amount you want to use for the payment form.
Click the “add” button.
The amount you just added will now be displayed in the table above the Amount field and the Amount field will reset to “$0.00.”
Enter the next amount you want to use for the payment form in the Amount field.
Click the “add” button.
That amount will now appear in the table as well.
NOTE: Regardless of the order in which you enter amounts, they will always be listed from lowest-to-highest in the table and in the payment form drop-down box itself.
Repeat steps 7 and 8 to add additional amounts.
NOTE: If you want to remove an amount from the drop-down box, click the “delete” link to the left of it.
Click the “close” button to close the amounts pop-up and return to the web payment page configuration screen.
NOTE: When your customers access this payment form, they will see the amount you entered displayed in the Payment amount field as a drop-down box. The lowest amount will be selected by default, and they can select any one of the other amounts. Customers will not be able to enter a custom amount.

You can use a single fixed payment amount, or a payment amount drop-down box for one-time payments and for recurring bill payment schedules.

Payment plan schedules cannot be programmed for a fixed payment amount or for a fixed total due.

If you select the “Multiple amounts” radio button for a payment form that includes the “Payment Plan” option, the fixed amount will only be active when the Recurs drop-down box is set to “one-time payment.” Once “Payment plan” is selected from the Recurs drop-down box, the fixed amount will be removed.

In the Standard fields section of the TEMPLATE FIELDS section, select the “Yes” radio button to include shipping fields in your payment form, or select the “No” radio button if you don’t want to include them.
In the Additional fields area of the TEMPLATE FIELDS section, add any custom fields that you would like to include on the payment form. You can select custom fields attached to both the Customer and Payment modules.

Click the “add another field” link located under the Additional fields table.
A line for a new field will appear in the table.
From the drop-down box in the Field name column, select the custom field you want to add to the payment form.
If you want to stop the form from being submitted without a value being entered for the field, check the box in the Required field column. If you want the field to be optional, leave the box unchecked.
If you want the field to be included in the data captured on the form, but you do not want the field to be visible on the form, check the box in the Hidden field column.
NOTE: This box should only be checked if you have programmed a default value for this field that you want to appear on the Transaction Details screen and/or on receipts, but do not want it included on the payment form. Therefore, this setting should only be used for a Text or TextArea custom field, as only those two field types can be programmed with default values.
In the Field type column select the “Input” radio button if you want customers to enter a value in the field on your payment form. Select the “Display” radio button if you want the field’s default or current value to be displayed on the form, but not edited.
NOTE: The “Display” option can be used with Text and TextArea custom fields attached to the Payment module, but only if default values have been defined for the fields. It can also be used with any field type attached to the Customer module, but will only display a value for existing customers. The field will be blank for any customer who accesses the payment form without logging in.
In the Order column, enter the order in which you would like the fields to appear on the payment form.
NOTE: You must enter “1” in the box for the first field you add to the payment form. After adding additional fields you can change the order by editing the numbers in the Order column for each field.
Click the “add” link in the new field row to add it to the form. After you click the “add” link the new field will appear in the table. Repeat steps a - g to add additional fields to the payment form.
You can delete any field in the Additional fields table by clicking its “delete” link, and you can edit any settings for the field by making changes in the table.

Additional fields are displayed on the payment form directly under the Email field. They appear in the order designated in the Additional fields table.

For example, the field order shown in the Additional fields table, in the first screen capture below, results in the payment form shown in the second screen capture.

Customize the logo, text, and colors used in your payment form and receipt screen by configuring the fields in the FORM CUSTOMIZATION INFORMATION section. All fields in this section are optional. If you do not complete any or all of them, default text and colors will be used to create the payment form.

In the Page title field, enter the heading you want at the top of the payment form. For example, in the above sample screen capture, the Page title is “Example Company Online Order Form.” You can enter a maximum of 225 characters in this field.
Upload a banner logo to use at the top of your payment form. The graphic will be left justified.

In the Page logo field click the “Browse” button to locate your logo file on your computer and select it.
NOTE: In the Google Chrome browser, the button will say “Choose File” and will be to the left of the field.

NOTE: The file must be in JPG, PNG or GIF format. You can upload any size image (as long as it is under 150 KB), but it will be proportionately resized to be 90 pixels high.
Click the “upload” button to upload the logo to ReceivablesPro. When your logo is successfully uploaded you will see the file name under the button, as shown below. You will also see a “remove” button. Click it to remove the logo.

Configure the text settings for your payment form.

Enter Return page text. This text will appear as a link on the confirmation screen your customers see after successfully completing a payment via your payment form. It is used in conjunction with the Return page URL, which is the destination for the link. You can enter up to 50 characters.
Enter Return page URL. Enter the complete url (including the “http://”) for the exact web page to which you want to direct customers after they have viewed your payment confirmation page.
NOTE: This url IS NOT case sensitive.
Enter Payment button text. This is the text that will appear on the button at the bottom of the page that customers click to submit the payment form. For example, in the above screen capture, the button reads “Submit Payment.” You can enter up to 25 characters.
From the Font drop-down box, select the font face you want to use in the payment form. You can select from Arial, Comic Sans, Georgia, Times New Roman and Verdana.

Configure the color settings for your payment form. See the screen capture above for a legend depicting how the colors are used.

In the Text field, click the color palette icon to the right of the field to open a group of color swatches. Click on the color swatch you want to use for the main text color in the payment form.

Alternately, enter any HEX color code in the field. (For example, 000000 is the HEX code for black.)

You will see the swatch you selected next to the Text field. (If you entered a HEX color, the swatch will reflect that color.)
In the Title field, click the color palette icon to the right of the field and select a swatch from the color palette, or enter a HEX color code.
In the Subtitle field, click the color palette icon to the right of the field and select a swatch from the color palette, or enter a HEX color code.
In the Button field, click the color palette icon to the right of the field and select a swatch from the color palette, or enter a HEX color code.
NOTE: The text in the button will always be light grey. Be certain to select a button color that does not prevent this text from being seen.

Complete LOGIN PAGE CONFIGURATION by uploading a login logo and selecting an accent color. Completing this section is optional. If you do not configure either or both of these fields, the default design will be used.

Upload a Login logo to use at the top of your payment form login screen. This graphic will be placed in the top left-hand corner of the screen.

In the Login logo field click the “Browse” button to locate the logo file on your computer and select it.
NOTE: In the Google Chrome browser, the button will say “Choose File” and will be to the left of the field.

NOTE: The file must be in JPG, PNG or GIF format. You can upload any size image (as long as it is under 150 KB), but it will be proportionately resized to fit the screen.
Click the “upload” button to upload the logo image to ReceivablesPro. When your logo is successfully uploaded you will see the file name appear under the button, as shown below. You will also see a “remove” button. Click it to remove the logo.

Configure the Accent color for the login screen. This color will be used as the button backgrounds on the screen, as well as in the divider line, as shown in the legend above.

In the Accent color field, click the color palette icon to the right of the field to open a group of color swatches from which you can select the color you want to use. Alternately, enter a HEX color code in the field. (For example, 000000 is the HEX code for black.)
You will see the swatch you selected next to the Accent color field. (If you entered a HEX code, the swatch will reflect that color.)

Complete the CONTACT INFORMATION section and provide the company name, address, phone number, email and website to display on the payment form and on the confirmation screen.
NOTE: Payment processing rules require that you provide customers with contact information on the confirmation screen for any online payment. You must provide a current address, and an email address and phone number that are answered during regular business hours. (See Appendix A: Authorizing Transactions for detailed online payment processing requirements.)

Check the Use account information box to auto-fill the CONTACT INFORMATION fields with the information stored in your ReceivablesPro account. (After checking this box, you can make edits to any field.)
Alternately, enter information specific to this payment form in the Company, Address 1, Address 2, City, State, ZIP, Phone, Email and Website fields.

Click the “save” button at the bottom of the screen to save the new payment form. Or click the “back to payment page & button list” link to discard the form.
You return to the Web Payment Pages dashboard with the new payment form at the top of the WEB PAYMENT PAGE TEMPLATES table.
You can now preview the payment form and login screen. (See Preview a Web Payment Page below.) If you are not satisfied, edit it to make changes, and then preview again. (See Edit a Web Payment Page below.)

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