Forms collect member requests. Products and product groups set the fees those forms can charge.
Open Settings for Products, Membership Products, and Product Groups. Open Latest Forms on the home dashboard (or Forms) to create forms and process entries.
Use a product or product group on the form’s payment settings when the request should be paid. Unpaid entries sit in the cart until the member pays.
Products are the fees your society charges. Membership products price membership levels. Product groups let the member choose one fee from a list on a form.
Open Settings, then the Products, Membership Products, or Product Groups tab. Create the fee first, then attach it on the form under Payments Settings.
A form can use one product or a group. When a fee is set, submit sends the entry to payment (cart or pay now).
Create fee products for your society, including the tax amount charged on invoices.
In Account Settings, open the Products tab. The list shows Price (ex tax) and Tax Amount for each product.
Choose Create Product.
Enter Price (ex tax) and Tax Amount. Tax Amount is the tax charged with this product in your default currency.
After you save, the product view shows Price (ex tax) and Tax Amount.
Link the product on a form or put it in a product group so members can be charged when they request that form. Unpaid entries stay Pending Payment until paid.
Create membership products, including tax and how many months of membership they grant.
In Account Settings, open the Membership Products tab. The list shows Price (ex tax) and Tax Amount.
Choose Create Membership Product.
Enter Price (ex tax), Tax Amount, and Membership Months. Months control how long membership lasts when the product is completed.
After you save, the membership product view shows price, tax, and months.
Membership Create and Update forms use these products when an entry is completed. Payment and approval behaviour is covered under Forms and products.
Group fee products so a form can offer a choice of products at request time.
In Account Settings, open Product Groups and choose Create Product Group.
Choose One or Many to control whether the member picks a single product or several from the group.
Add the products that belong in the group.
After you save, the product group page shows the selection option and linked products.
A form can charge a single product or a product group under Payments Settings. Payable submit sends the entry to Pending Payment until paid.
Form Type and Action decide what a completed entry does. Both lock after you first save the form.
animal_id). Create needs prefix, date of birth, and sex.membership_id).transfer_id); entry needs an animal. Create needs a recipient.lease_id); entry needs an animal. Create needs lessee, non-member name, or recipient.Set Type and Action on Step 1 when you create the form. Choose Automatic or Manual approval under Form approval.
Create a form by setting the controls that change how members request it and how it is completed.
Open New Form.
Choose Form Type. Type locks after the first save and changes which essential fields the form needs.
Choose Action (Create, Store, or Update). Action locks after the first save.
Choose Manual or Automatic approval. Automatic can complete after submit or pay when fees are settled.
Under Payments Settings, choose a product group when members should pick from fee options.
Choose Create, then configure custom fields on the next step and Save.
The form view shows the saved type, action, approval, and payment settings.
Payment product or product group can require pay before approval. Manual vs Automatic approval changes whether entries wait for admin Complete. Type and Action lock after the first save.
Mark fields required or Admin-only on an existing form’s custom field builder, then confirm the field on an entry.
On the Form list, open the form (for example Animal Registration).
Choose Update on the form view.
Edit the Owner Prefix field and confirm Required is selected.
Edit Internal notes, select Required, limit access, and select the Admin role.
Choose Save to keep the field customisation.
On a form entry, confirm Internal notes appears for admins.
Connected effects: Required fields must be filled before create/update save succeeds. An Admin role on a field hides it from members on request; society admins still see and edit it. Missing Create essentials (for example Animal prefix, DOB, sex) block form save until restored.
Request a payable form as a society admin: open New Entry, fill fields and fees, Save to Cart, then continue from the unpaid banner.
On the form view, choose New Entry.
When submitting on behalf of a member, use the member picker.
Fill required fields such as Owner Prefix.
Under Registration fee options, choose the fee (for example Animal Registration Fee).
Choose Save to Cart to leave the entry in Pending Payment.
After Save to Cart, the unpaid banner offers Click here to make payment.
On create, you can also choose Pay by Credit Card to go straight to payment.
The entry status shows Pending Payment until checkout completes.
Connected actions: On forms with no fee, Create submits immediately (Automatic → Complete when apply succeeds; Manual → Pending Approval). Save to Cart sets Pending Payment and shows the unpaid banner. Pay by Credit Card opens payment (see Paying for unpaid forms).
Pay for form entries that are Pending Payment: open payment from the unpaid banner or Make Payment, select forms, then Pay by Credit Card.
From an unpaid entry, choose Click here to make payment. in the unpaid banner.
Or choose Make Payment on the entry action bar.
On Select forms for payment, confirm the checkbox for each entry to pay.
Submit with Pay by Credit Card to start checkout. Hosted card checkout is outside this how-to.
Connected outcomes: Save to Cart creates Pending Payment and the unpaid banner. After pay succeeds, Automatic forms move to Complete when apply succeeds; Manual forms become Payment Received Pending Approval. Apply failures leave New/Pending Payment unchanged. This pathway stops at Pay by Credit Card; the hosted gateway screen is not captured here.
Open a form entry and use Review, Complete, Reject, or Cancel. Outcomes for each action are listed under Connected actions.
On the form, open View Form Entries (or an entry in the Entries grid).
Open the entry you want to process.
Choose Review to mark the entry In Progress and open Update.
Choose Complete when the entry is ready to apply and finish.
Choose Reject to refuse the entry.
Choose Cancel to cancel the entry.
A finished entry shows Complete on the entry view.
