How to use the Formula field and auto-populate the calculated value in the Payment field?
Money is a tricky thing. It has the potential to alter the course of any alliance, particularly one involving payments. Seller- buyer relationships can quickly become a hassle if the money flow is not error-free. And like always, Zoho Forms is here to the rescue with payment calculation.
Payment field and Formula field in Zoho Forms together help you calculate the amount to be paid by the customer for the products and services purchased by them. This can make the transaction between both parties easier, giving a clear summary of the orders purchased and the payment to be made. Now, let's see how payments can be calculated using formula field.
You can find the Payment field in the Advanced fields of the form builder. Just drag and drop the Payment field to your form. Once added, a pop-up appears in which you can configure the settings of the payment.
In the pop-up, specify the field label and the type of payment. You can select the type of payment as Fixed Amount (cannot be modified by your customer) since the payment has to be calculated from the seller's side. You can also choose whether the payment has to be made mandatory.
In the next section, you can choose your desired Payment Gateway from a wide variety of choices, such as PayPal, PayPal checkout, Stripe ,2checkout, Razorpay, Authorize.net, Paytm and Instamojo. Each gateway requires a specific set of information to be filled in the form. You can checkout the settings for the chosen gateway here.
You can choose the currency in which you wish to receive the payments (Eg: USD, INR) and modify the description, contact information and receipt details under the respective options.
You can also choose the payment amount to be Autofilled from a form field. You can choose the formula field in which the calculations are processed for payments from the dropdown. Learn more about how to set up the formula field.
Selecting the Workflow option will process approvals, emails, integrations, etc., only on successful payments. Click Done and the settings will be saved.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
How to set up a Payment field
To configure a payment field, Add a Payment field from the Advanced Fields to your form. In the pop-up, select the Payment Gateway from the following list to receive payments: PayPal Standard PayPal Checkout Stripe Stripe Checkout 2Checkout Razorpay ...Auto-populate Formula field value in Payments field
Watch a quick video on how you can assign values to a choice based field and use the assigned values in Formula field calculations and use the calculated value to be auto-populated in the Payments field. Help Guide: Setup an auto-populating value in ...How to use a default value of amount to collect payments?
Let's all agree!! Online forms make everything hassle-free in business. You can gather any information you need from your customers and Zoho Forms is here to make the process much easier. With Zoho Forms, you can collect payments from customers using ...Using the Formula Field
Overview Make your form a math wiz by allowing it to perform calculations. You can total up costs, process grade quizzes, apply discounts, and more! Use the Formula field to set up any form calculation. When your respondents fill in the form, ...Using Conditional Formula
The conditional formula set up in Zoho Forms allows you to configure your form to perform certain calculations based on your respondents' answers. These predefined conditions are simple to set up and they will tailor your form to your user's needs. ...