Adding a Pay by Cheque Option to Payment-Enabled Forms

With the addition of logic and branching, instructing your form to handle different payment methods can be achieved in just a few steps.

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By: Chris Coyier

Although Wufoo has made it super simple to collect credit card payments via our Payment Integration features, there hasn't always been an easy way to handle those people who want to pay by cheque. But with the addition of logic and branching, instructing your form to handle different payment methods can be achieved in just a few steps.

Step 1: Add multiple choice option to your form

Add a multiple choice form to your field with the option to pay by credit card or cheque. It may be that you prefer one or the other payment method, so feel free to encourage your payment method of choice by making that option the default value.

Pay by Cheque

The form might look something like this:

Donation Form

Step 2: Set up regular credit card payment

Set up the payment integration for the form, which will apply to the people choosing to pay by credit card.

Standard Payment

Step 3: Set up a page rule

The heart of this technique is in our Page Rule logic. Set up a new Page Rule which, when the multiple choice payment option is Cheque, will skip straight to the confirmation page after submission. This rule will basically instruct the form to bypass the credit card payment page when a user is paying by cheque.

Pay by Cheque Page Skip

Step 4: Information specific to by-cheque payers

After a user has chosen to pay by cheque and submitted the form, they will need to see a special message tailored to them which tells them how to proceed. To do this, you can use a Form Rule to display a custom message.

Pay by Cheque Form Rule

The rule in this example checks whether the multiple choice Pay by field was Cheque and displays a custom message thanking the person and explaining where they can send the cheque to.

Special Message for Pay by Cheque Submissions

Back in the Form Builder, you can set your form to send a confirmation email which will again remind users what to do:

Confirmation Message for Pay by Cheque Submissions

Wrap up

That wraps up how you can turn a payment-enabled form from credit card only payments to include a pay by cheque option. Remember that if you were selling something, you should mark orders that come in as pay by cheque and delay shipping until the cheque has arrived and cleared. If you have any questions, let us know!