Accepting Payments on Forms

Users can create forms to accept payments. By default, forms use Breeze's built-in payments platform, which requires no setup beforehand.¹

How to Accept Payments on Forms

1. Navigate to Forms.
2. Click on Create New Form.
3. Select Registration as the type of form you want to create.
4. Click the Payment field to modify the amount.
   The amount can be:
   1. a numeric amount such as $10
   2. blank, which will then prompt the user to enter an amount
   3. 0, which will bypass the payment section altogether (helpful if including multiple payment options, and one should be "Pay Later")
      (The image below shows examples of payment options) 
      
5. If you'd like to modify which fund the form payment should go into or which processor is used, click "Go to Settings" in the bottom left and then "Show More Options."
6. Make your changes and click Update Form.

Entering Payment Amounts Correctly:

• Ensure that only the total payment amount is entered in the amount section.
• Avoid adding any extraneous information in this section to prevent form malfunctions.

How to Confirm Proper Functionality:

• If a payment option is set correctly, the button will display "Submit & Pay [amount]".
• A button that merely reads "Submit" indicates a potential issue with the payment setup.

Viewing Form Payments

• Payments collected through forms are grouped by each specific form. To review these payments, navigate to "Giving > Batches."

Example of Payment Options from the Form View:

Payment Processors Available for Use on Breeze Forms

• Breeze Giving
  • In order to use Breeze payments on forms, you will first need to have enabled transfers. Online Giving fees are the same in Form payments: 2.9% + $0.30/transaction for all Credit/Debit Card payments. Breeze Forms cannot accept ACH payments.

• Stripe using your Stripe Secret API Key
• PayPal*
• Authorize.net

• Stripe using your Stripe Secret API Key
• PayPal*

*Note on PayPal: If utilizing PayPal, when a form is submitted, it will take the submitter to a PayPal page for payment. Once that PayPal form has been submitted, PayPal routes them back to a blank form. It can cause confusion for people, so we recommend adding a section description right above the payment section explaining that this is expected behavior.

Additional Information

• Fund Settings: If your Form is being used for Payments (in exchange for goods or services), then these would be considered Non-Tax Deductible Contributions. If you haven't already, you will want to make sure that you have created a Non-Tax Deductible Fund to assign to your Form so that Breeze can report them accurately. (More > Contributions > Funds > Create New Fund) ** Make sure that the Checkbox is UNCHECKED. **  Breeze does not include Non-Tax Deductible payments on Contribution Statements by Default, however, you can customize your Statement to include that information if desired.
• Add the Transaction Fees to your Total Price: Of course, every Online Transaction has Fees attached to it. Forms can only accept Credit/Debit Cards which have a Fee of 2.9% + .30 per Transaction. The suggestion would be to add this fee to your Total so that you receive the full amount of your payment. You can use the Payment Title or a Section Description to alert the customer that their Payment includes the Transaction Fee. 
  Important: Breeze Forms does not currently offer the option to automatically cover these fees. Therefore, to ensure you receive the full payment amount, add the transaction fee to your total price. Use the Payment Title or a Section Description to inform the customer that their payment includes the transaction fee.
• Send a payment confirmation back to the donor: Those paying through a form will not automatically receive a confirmation of payment, as is expected with Web / Text giving. By Editing the Form Settings, you can use the mail merge options for [ENTRY_DETAILS] in the confirmation email and page to let donors know how much they paid through that form.