Payment Processing

#Overview

CMS Max supports online payments directly through your store's forms and checkout, with support for multiple payment methods, price options, discount coupons, and optional processing fees. Payments are processed securely through integrated payment gateways.

#Supported Payment Methods

Your store can accept two types of payments:

• Credit Card — Processed securely through a credit card payment gateway.
• ACH (Bank Transfer) — Allows customers to pay directly from their bank account.

Your administrator can enable one or both methods depending on your store's needs.

#Payment Types

When a payment field is configured on a form, it can be set up in one of three ways:

When Multiple is used, customers can select one price option (using a single-choice selector) or choose several (using checkboxes), depending on how the form is configured.

#Discount Coupons on Payment Forms

Payment forms can support coupon codes with three types of discounts:

When a coupon is applied, the customer sees a real-time breakdown showing the original amount, the discount, any fees, and the final total before submitting.

#Processing Fees

Administrators can add optional processing fees to offset payment gateway costs. Fees can be configured separately for each payment method:

• Fixed Fee — A flat amount added to the payment (e.g., $3.50)
• Percentage Fee — A percentage of the payment amount (e.g., 2.5%)

Fees are shown clearly to the customer before they submit their payment.

#How the Checkout Experience Works

When a customer reaches a payment form:

1. They select or enter their payment amount (based on the payment type).
2. They choose their preferred payment method (credit card or bank transfer).
3. If a coupon code is available, they can enter it to apply a discount.
4. The form shows a live summary of:
   • Base amount
   • Applied discount (if any)
   • Processing fee (if any)
   • Final total
5. The customer enters their payment details and submits the form.
6. A confirmation is shown and email notifications are sent.

#Managing Payments as an Administrator

From the admin, you can:

• Configure payment options — Set the payment type, accepted methods, and price options for each payment form.
• Set up discount coupons — Create and manage coupon codes with fixed, percentage, or free discount types.
• Configure processing fees — Add fees per payment method to offset transaction costs.
• View payment details — Open any form submission to see the payment amount, method, and gateway reference.
• Process refunds — Issue refunds for completed payments directly from the form submission record.