Requesting a form

Table of Contents

Requesting a form

Request a payable form as a society admin: open New Entry, fill fields and fees, Save to Cart, then continue from the unpaid banner.

1. New Entry

On the form view, choose New Entry.

New Entry

2. Member picker

When submitting on behalf of a member, use the member picker.

Submit Form on behalf of a Member

3. Owner Prefix

Fill required fields such as Owner Prefix.

Owner Prefix on form entry create

4. Registration fee options

Under Registration fee options, choose the fee (for example Animal Registration Fee).

Registration fee options

5. Save to Cart

Choose Save to Cart to leave the entry in Pending Payment.

Save to Cart

6. Click here to make payment

After Save to Cart, the unpaid banner offers Click here to make payment.

Click here to make payment

7. Pay by Credit Card

On create, you can also choose Pay by Credit Card to go straight to payment.

Pay by Credit Card

8. Pending Payment

The entry status shows Pending Payment until checkout completes.

Status Pending Payment

Connected actions

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).