How to configure payment methods for a form (memberships, donations, ticketing, shop)?

Configuring payment methods for a form (memberships, donations, ticketing, shop) lets you choose, for each form, which payment methods are offered to participants: credit card (including installments, except for donations), cash, check, and wire transfer.

• What payment methods are available?
• How do I offer online payment by credit card?
• How do I offer installment payments?
• How do I offer payment by check or cash?
• How do I offer payment by wire transfer?
• What do your contacts see at the time of payment?

This works the same way across all four form types. However, installment payments are not available for Donation Campaigns.

What payment methods are available?

Payment methods are configured individually for each form. This means you can enable different payment methods for Form A and different ones for Form B.

To do this, go to the Configuration tab of your form and open step 4 — Payment and confirmation.

The following payment methods are available:

• Credit card: immediate online payment, with the option of installments (not available for donations)
• Cash: offline collection, to be manually confirmed by an administrator
• Check: offline collection, to be manually confirmed by an administrator
• Other (e.g., wire transfer, gift check, ...). 

How do I offer online payment by credit card?

Online credit card payment is only available for online sign-ups completed by the registrant. An administrator cannot use it when adding a member manually. This option is set in step 5 Publication of the form.

Offering installment payment online

This lets your members spread the total amount over a longer period rather than paying all at once.

In the form, at step 4 Payment and confirmation, check the Credit card installments option.

Set the number of installments and the payment interval based on your needs.

• The number of installments is the total number of payments needed to cover the full membership amount. Example: the membership will be paid in 4 installments.
• The payment interval is the amount of time between each payment. Example: payments will be charged every 2 months.

The first installment is charged immediately. The payment schedule shows the dates for all subsequent payments.

Installment payment is not available for donation campaigns.

Offering payment by check or cash

The same principle applies to all payment types: simply check the option on your form to make it available.

When you enable one of these options, you can add relevant payment instructions (e.g., the address where checks should be sent).

This information will be displayed to members during the online sign-up process.

If you manage your accounting in Springly, remember to use the cash deposit and deposit slip features to record check and cash payments in your bank account.

How to offer payment by wire transfer

To offer wire transfer as a payment option for memberships, donations, and purchases, select "Other." You will need to:

• Share your bank account details with your members.
• Check your bank account regularly.
• Once the wire transfer is received, update the transaction in Springly.

For wire transfers, cash, checks, or other payment methods, you need to manually mark the payment as received on the transaction. Your accounting updates automatically. This step is not needed for online credit card payments.

For more details, see the article Recording the Payment of a Membership or Donation.

If some of your members use discount vouchers, this article will help: Recording Discount Vouchers (gift cards, sport passes, etc.).

What do your contacts see at checkout?

Once they've selected their plan or pricing option, they're taken to the payment page, which displays the payment methods you've configured.

They simply select their preferred payment method and complete their payment.

Learn more

• Creating a Membership Campaign