4.1 How to Create a Payment Form with Purchase Order?

To create a payment form with a purchase order, add a payment field, select the purchase order option, and configure the necessary settings. Save and publish your form to begin accepting orders.

  • The payment field in a form builder streamlines payment collection by integrating transactions directly into the form.
  • It supports various payment methods and automates processing, enhancing user experience and operational efficiency.
  • Secure and customizable, it also provides reporting and tracking for better financial management.

 

You can add a Payment field by following the steps below.

  1. Drag and drop the Payments field onto your form.
  2. Click on the Payments field to access its settings.
  3. You can select your desired gateway and fill in the account information

 

Deleting old or unused forms helps maintain an organized account. It reduces clutter in your workspace and ensures you only manage relevant forms. Additionally, removing forms with sensitive or personal data ensures that this information is no longer accessible.

To delete a form

  1. Go to the homepage and select “Created Forms” in the Forms section.
  2. Click on the options menu for the form (represented by the three dots) and select “Delete.”
 
 
 

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