Pin Payments

If you have an account with Pin Payments, you can use our Pin Payments integration to take credit card payments directly on your online form. Your payments will be securely taken in Pin Payments.

This documentation assumes you have experience creating forms in Advanced Forms. If you do not, read the Getting started documentation to begin creating forms.

Adding the payment field

  1. Set up a form with all the required fields, then drag in the Payment field.

    add payment field
  2. In the Question field, enter a heading such as Pay Now or Credit Card Details.

  3. Select Tick if answering this question is compulsory if users must make a payment before they can submit the form.

  4. Choose Pin Payments as the payment provider.

  5. Enter the following information:

  6. If taking payments immediately, enter a payment amount without a currency symbol but with a full-stop (period) decimal point. For example, 100.00.

  7. Enter a payment description, which will appear on your payers' statements.

    pin settings

Optional: Dynamically change price

If you want the payment amount to change depending on what the user selects in the form (for example, making a product selection), do the following:

  1. Select the Change price dynamically based on form choices field.

  2. Return to your form and add field(s) to determine the price.
    There are two methods which you could use.

    Selection amounts

    Use one or more of these field types and ensure the option includes a currency symbol ($):

    Multiple fields that contain a currency symbol will be combined to total the final payment amount.

    Dynamic pricing selections
    Precalculated amounts

    Use a Short answer or Calculation field named Amount to set an amount. The payment price will be taken from this field.

  3. Save your form when you are finished editing.