When you select a form entry with payment, you’ll see all the information about that transaction.
All of the transaction details will appear in your Payment Summary.
This tells you how the payment was processed — electronically via your payment account, or manually (with cash).
This is the name of the form that the entry was submitted to, and the number assigned to the entry (by chronological order).
This is the unique transaction number that corresponds with your payment account. You’ll need this if you ever make changes to your transactions within your payment processor instead of Cognito Forms.
Also included in the Payment Summary is the payment amount, time it was processed, the card type, last 4 digits of the card, and the payment status.
The summary of the order will appear here, including the line items for their order, the subtotal, any additional fees and the total amount paid.
Select this button to open the Submit Payment dialog. From this dialog, you can charge a new credit card, mark the entry as paid, or charge the card on file.
If your form is not connected to a payment account, select this button to manually mark the entry as paid.
Select this button to refund the order. Learn more about refunding charges.
Typically any form with payment is required to have credit card information before submission. However, you can get an “Unpaid” entry in one of four ways:
- Creating a form that allows customers to pay you at a later date using conditional payment,
- Receiving a paid submission to a form without a connected payment account,
- Manually adding a new entry through Entries, or
- Editing a Refunded entry to change the amount owed.
This is useful if you’d like to collect or edit payments by credit card or cash in person, but would still like to track and manage the transactions via your Cognito Forms account.
Any form submission with a successful payment transaction will appear as Paid in your Entries menu. Making a payment on an Unpaid entry will also convert the entry to Paid.
Declined payments will occur when there is either an issue with the user’s credit card information or an issue connecting to your payment account. For more details on why the transaction was declined, you can look up the transaction in your connected payment account.
Payments can be refunded from either the Entries page in Cognito Forms or in your connected payment account – any payment status changes will be updated in both systems automatically. If your organization is on the Pro or Individual plan, the 1% fee from Cognito Forms is also refunded.
Partial refunds must be performed in your connected payment account.
Payments can be refunded through Cognito Forms or through your payment account. To refund through Cognito Forms, select the entry from your Entries menu and click Refund in the green box under Payment Summary.
For more information about issuing refunds, please refer to the documentation for your payment processor:
- PayPal Refund Overview
- Stripe Refund Overview + How to send email receipts
- Square Refund Overview + How to send email receipts
Changing form data
When you select an entry, you can use the Update action to make changes to any field data submitted. Or, select Discard Changes to leave the entry without making the changes permanent.
Changing the payment total
If you edit an entry so that it changes the total amount that your user owes after you’ve received payment, it will not change the Order Summary or the amount charged to their credit card. If you want to charge the user a different amount, you’ll need to refund the initial payment first. Then, you’ll be able to edit the Unpaid order and select Submit Payment to re-enter their card information for the updated payment amount.
When an entry is marked as Unpaid, you can select Submit Payment to complete the payment with either a new credit card or an existing card on file. Or, simply mark the amount as Paid.
If you have a Square account connected to your form, you can process payments on the Entries page through the Square POS system. All you need is: 1) an Android or iOS supported device, and 2) the Square Point of Sale app installed on your device.
Using your device, go to the Entries page in Cognito Forms and select an entry with payment. Among the payment options, you can select the ‘Square POS’ button, which opens up the Square application. Once the credit card is processed within the Square application, you’ll return to the entry in Cognito Forms, and the entry will be marked as Paid.