After opening a form's admin panel, navigate to the Submissions
tab.
Click one of the Edit
buttons in the right-most column to open one of the Edit Form Submission modal windows.
Open the Financials
tab inside of the modal window.
Click the Add Transaction
button.
Select a Transaction Type
(Payment
, Refund
or Waive
)
Select a Payment Method
. By default we've set this as Stripe - Process New Transaction
since most transactions we add this way are credit cards during check-in. However, if you're recording a cash/check payment or had a payment processed online through a different workflow there are a few other options you can select here.
Enter the Payment Amount
- we'll set the default value to the outstanding balance owed on this form submission. However, if you're accepting a partial payment you can change this value.
If creating a new credit card transaction, click the Enter Card Number
button at the bottom of the form.
Fill out the form and click the Pay - $XX.XX
button.