Module 7 - Custom Financial Forms

Video Summary

• Four ways to add charges to a customer account

  • Manual charge 

  • Transaction batch upload 

  • Publish a Financial agreement 

  • Form-based charges (created through a submitted form) 

• Form-based charges

  • Created when users submit a form (e.g., lunch order, registration)

  • Can either:

    • Pay immediately online, or

    • Generate an invoice for later payment

  • Each form submission can generate one or more invoice line items

  • Due dates controlled by form configuration

  • Common for incidental charges tied to sign-ups or requests

The Next Video - Payments, Pt. 1 - Online Payment demo