Create a paid form

Pour :Administrateur

A paid form adds collection logic at the time of submission: the visitor selects one or more products (or indicates a free amount), then pays online before their submission is taken into account.

When to use a paid form?

Use case	Concrete example
Ticket sales	Passover community meal at €35 per adult
Paid registration	Year course (10 sessions) at €180
Membership fee	Annual membership at €120
Earmarked donation	Donation for Purim packages — free amount
Subscription	Monthly tzedakah of €30 debited each month
Reservation	Rental of the community hall

Three payment types

Unisoft offers three types depending on the payment structure, to be chosen in the Payment & Confirmations tab.

Type	Behavior	Use case
Simple Payment	Immediate payment, in a single transaction or in several installments with a deposit	Ticket sales, one-time donations
Payment in installments	Several installments spread over a defined number of months	Year course registration in 3 installments
Monthly Subscription	Automatic monthly debit, with or without end date	Monthly tzedakah, sponsorship

For Simple Payment, two variants:

• Require payment in a single transaction: everything is paid in a single transaction
• Otherwise, you can set a deposit (in euros and percentage) — the visitor pays the deposit at submission, the balance is paid later

For Payment in installments: indicate the maximum number of months (at least 2).

For Monthly Subscription:

• Without time limit: perpetual debit until manual cancellation
• Otherwise, define a minimum number of months and a maximum number of months (up to 32)

Before you start

You will need:

• The price of each product or option
• The booklet (account from the Budget) that will receive the payments
• The currencies accepted if you have international donors
• The form permission in Unisoft
• An active payment provider on your organization

Procedure

1. 1

   Start the creation

   From the form list (/app/forms/list), click Create a Form. The wizard opens in a fullscreen modal.

2. 2

   Required tab

   Fill in:

   • Form name: public label (e.g. "Passover Meal 2026")
   • Editor type: Simplified Editor (Recommended) or Advanced Editor depending on your layout needs. See Simplified vs advanced editor.

   Click Continue.

3. 3

   Website tab

   Fill in the custom URL (short slug, e.g. passover-2026), the SEO and possible integration. Click Continue.

4. 4

   Payment & Confirmations tab

   Enable the Enable Payment toggle. Several sections appear:

   Payment Type: choose Simple Payment, Payment in installments or Monthly Subscription (see table above).

   Other Payment Methods (tags field): add alternative modes you accept in addition to online payment — for example Cash, Checks, Transfers. The visitor can choose from these options.

   Promo Codes (collapsible panel): add discount codes (code text + discount percentage). The visitor enters the code to benefit from the discount.

   Ticketing: check Send a QR-Code Ticket so that a ticket with QR code is sent to the visitor after validation (useful for events with entry control).

   Validation options (checkboxes at the bottom):

   • Submissions are validated automatically: validates without manual intervention (users receive only a validation email, not a submission email)
   • Submissions are validated only after payment: as long as the payment is not received, the submission remains pending and no email is sent
   • Other payment methods are validated even without payment: automatically validates submissions in cash/checks/transfers, without waiting for receipt of payment
   • Allow submissions without payment: allows a submission even if the total is 0 (useful if the product choice is optional)

   Click Continue.

5. 5

   CRM tab

   For a paid form, identity is always requested (the email is used to send the confirmation, the summary and the tax receipt).

   Choose the level:

   • Minimal Identity (phone + email): sufficient for a donation or paid survey
   • Complete Identity (phone + email + address): recommended for ticket sales and registrations

   You can also:

   • Check Request relations between contacts for family registrations
   • Define Auto-assigned categories: contacts who submit will receive these tags

   Click Continue.

6. 6

   Products tab

   This is where you define what the visitor can buy.

   Global options at the top:

   • Tax Receipt (All products): forces the issuance of a tax receipt for ALL products without distinction (overrides individual choice per product)
   • Global stock (All products): sets a stock for all products (overrides individual stock)
   • Do not require at least 1 product: allows the user to submit without selecting anything (if you offer a free amount for example)

   Then click Add a product. A window opens to configure:

   • Product name (e.g. "Adult meal", "Child meal")
   • Short description
   • Price unit price in the main currency
   • Stock available (leave empty for unlimited)
   • Max quantity per submission
   • Image (optional, makes the page more attractive)
   • Advanced settings (category, variation options, individual tax receipt, etc.)

   Repeat for each product. You can also add or edit products later from the form profile.

   Click Continue.

7. 7

   Additional Modules tab (simplified editor only)

   If you chose the simplified editor, this tab lets you:

   • Load a poster (image at the top of the public page)
   • Prepare the first skeleton of additional fields

   You can complete the content after creation via Edit Form Content on the profile.

   If you chose the advanced editor, this tab does not appear.

   Click Continue.

8. 8

   Management tab

   Fill in:

   • Label: internal name visible only to you
   • Description: internal note
   • Booklet: destination accounting account for payments (mandatory to attach payments to the Budget)
   • Automatically Expires on: auto-disable date and time
   • Custom statuses: tags for your internal submission management

   Click Continue.

9. 9

   After Form tab

   Configure confirmation emails and possible redirection:

   • Do not send submission / validation email: to disable standard emails
   • Additional email after submission / validation: choose custom email templates
   • Redirect user to a specific URL at the end of the form: redirect to an external page (website, custom thank-you page)

   Click Validate to create the form.

Compose the page

Once the form is saved, you arrive on its detail profile (/app/form/fiche?id=...). In the sub-header:

• Edit Form Content: opens the editor (simplified or advanced depending on your choice)
• Edit Form Configuration: re-opens the wizard to adjust the tabs

For a paid form, your simplified editor also has the Free Amount field (group Donation) which lets the visitor enter the amount to pay themselves. See Available fields.

Multi-currency

If your organization accepts multiple currencies (configurable in preferences), the visitor chooses their currency on the public page. Prices adapt to the configured rate, and the collection flows into the Budget with the original currency.

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Configure currencies

Active currencies are managed in the organization preferences. Ask a main administrator to enable the desired currencies before creating the form.

Automatic tax receipt

If your organization is eligible to issue tax receipts (tax deduction on donations):

1. Enable the option in your organization settings
2. Either check Tax Receipt (All products) in the form's Products tab, or configure the receipt product by product
3. Upon payment validation, the receipt is generated automatically and sent by email

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Tax receipt and payment types

For a monthly subscription, a cumulative annual receipt is generally preferred over a receipt per debit. This behavior is configurable in the organization configuration.

Tracking on the form profile

On the detail profile, you see four KPIs at the top: Total registration amount (validated), Amount paid (validated), Outstanding amount (validated) and Number of registrations (validated). Ideal for tracking an ongoing campaign.

Special cases

Free amount (donation without fixed product)

Rather than adding products, add the Free Amount field in the simplified editor (group Donation). The visitor enters the amount themselves.

Manual validation of a payment (check, transfer)

If you have added Checks or Transfers in the other payment methods, the corresponding submissions remain pending until manual validation from the Payments module. If the option Other payment methods are validated even without payment is checked, they are automatically validated.

Limited stock

Fill in the stock for each product (or use the Global stock). When stock is exhausted, the product is marked "Sold out" on the public page.

Promo code

Add your codes in the Promo Codes panel of the Payment & Confirmations tab. The visitor enters the code in the corresponding field on the public page.

Best practices

• Describe each product: the visitor must understand what they are buying
• Add photos: very effective for selling meal tickets or course seats
• Limit payment methods to relevant ones: too many options can lose the visitor
• Test the full tunnel: do a test submission before official publication
• Prepare a confirmation email template: it reinforces trust after payment

Going further

• Simplified vs advanced editor
• Available fields
• Public page and sharing
• Email templates
• Manage submissions
• Budget — destination of payments
• Payments — tracking of payments