redFORM:Accepting payments through redFORM
Installing payment gateway plugins
To install a payment gateway plugin, simply install the plugin package as you would a standard Joomla! extension.
As of the latest release, there are eight payment plug-ins available for redFORM. These include:
Setting up redFORM for payments
In addition to collecting the data people fill in their forms, redFORM can also be used to display prices and collect online payments. This can be useful, for example, when wanting to offer simple items for sale or collecting a submission fee. To use this feature, "Activate payment" must be set to yes and there must be at least one redFORM payment plug-in installed and configured.
When it has been decided that the form will be used to collect payments, you can set whether the total price will be displayed at the end of the form, and the currency in which prices will be displayed and charged. There are also spaces to store the messages that will be displayed to inform the status of the transaction; that payment is either being processed or that it was successful and accepted.
Once payment has been received and confirmed, payment notification e-mails can be sent out to both the contact person and the person who just made the payment. You can customize the subject and message body of each e-mail, and use the variable %s in either to refer to the name of the form.
When displayed on the front end, a redFORM mainly consists of three things: the form title (if it has been set to show), the fields related to the form (and any tooltips), and a "Submit" button. Once the form is been filled and submitted, either the submission notification message will appear or the user will be redirected to any URL specified.
When prices are involved, the total price (when enabled) will be displayed next to the "Submit" button. Once the form has been submitted, the next page to appear will be the "Payment" screen. This page displays the total amount payable and the available methods of payment (all payment gateway plug-ins installed, enabled and configured).
Once the desired payment method has been selected, click on the "Continue" button. Payments made using the "Custom" payment gateway plugin, such as via bank transfer or check, will lead straight to the payment processing message. With any other payment gateway selected, a new window will pop up to load that gateway's payment processing screen. For example, selecting Paypal as the payment method will load up Paypal's processing screen.
When the process has been completed, the pop-up window will close and redFORM will display either the payment pending or payment accepted message stored for that form.
Adding payments manually
For forms that require payment, two additional columns will be displayed on the listings screen. The first is "Price", indicating the total amount payable based on the selections made in the form. The second is "Payment", and consists of
- an icon indicating whether payment was made in full; a "red cross" icon indicates that payment is not yet been received or only partially
- a "History" link which leads to the "Payment History" screen for this submission
- a shortcut "Link" to the front-end "Payment" process screen for this submission (Note: these kinds of links can be forwarded to submitters that still need to make payment)
In the case of a customer paying using an offline payment method, where the transfer must be manually confirmed and payment marked as "accepted", the Payment History screen allows you to manually "make a payment" on their behalf. A manual payment consists of four things:
- the date (and time) that the payment was made
- a label for the payment status
- a space for notes regarding the amount received and any other details
- the option to mark the submission as having been "paid".
You can also manually create pending payments by setting the "paid" status to no.