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Configure a payment form in depth

Variants, custom questions, shipping, notifications and the tabs behind them.

Selling 2 min read 5 steps 2 screenshots

Every tab in the form editor changes what buyers see or what happens after they pay. This is what each one is for.

1

Details — what you are selling

Name, description, photos and the fields specific to your type: parcel weight and dimensions for products, event date and venue for tickets, the file or link for a digital download. Products and services also get the variants builder here.

app.paysana.co
The editor tab bar adapts to the product type — a digital download never shows shipping.
The editor tab bar adapts to the product type — a digital download never shows shipping.
2

Pricing — price, stock and coupons

Set the price, a compare-at price to show a saving, and stock. With variants, stock is counted per variant and the single stock box disappears so there is only ever one number to trust. Choose which coupons apply here, or leave it open to all of them.

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Variants each carry their own price and stock, sold from a picker at checkout.
Variants each carry their own price and stock, sold from a picker at checkout.
3

Checkout — what you collect

Name and email are always collected. Add a delivery or billing address, a note field, and up to six custom questions of your own. The wording of each question is saved onto the order, so changing it later never rewrites what a past buyer was asked.

4

Payment — how they pay

Toggle the methods you want to offer. Only the ones your connected gateway supports appear, and the same check runs when a payment is taken, so an old toggle for a method you no longer support can never reach a buyer.

5

Notifications — what they receive

Four buyer emails — payment confirmed, payment failed, order shipped and refund issued — each with wording you can edit. The factual part of each email is fixed; you control the message around it. Receipts and other transactional mail are never charged against your credits.

Worth knowing

  • Shipping only appears on Products, and check-in only on Ticket / Event. An irrelevant tab cannot be saved even by a crafted request.
  • Every landing page you write ends with this form’s own checkout, so traffic never has to leave the page to buy.

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