After opening a form's admin panel, navigate to the
Click one of the
Edit buttons in the right-most column to open one of the Edit Form Submission modal windows.
Financials tab inside of the modal window.
Add Transaction button.
Transaction Type (
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.
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.