How to use the Formula field and auto-populate the calculated value in the Payment field?

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.


Auto-fill payment amount


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.

 

Watch a quick video to understand better!



 

 


    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 CRM Training
      Redefine the way you work
      with Zoho Workplace

        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 CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                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.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • 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 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 ...
                                                                                                  • 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, ...
                                                                                                  • 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 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. ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources