Flex2 Payment Form
The Flex2 Payment Form is a unique form created specifically for collecting payments for unpaid orders in Tessitura. Examples of this could be Group Sales, Subscription Renewals, School Classes, etc...
- You can have as many Flex2 Payment Forms as you need. There are no imposed limits.
By default, the Flex2 Payment Form is ready to go when you create it, but you can customize the colors, words and images just like any other form.
Unlike other Donate2, Stream2, or Flex2 Forms where you promote the URL and a patron clicks, views and decides what they want to contribute or purchase, the Flex2 Payment Form loads an existing unpaid order from Tessitura and presents the payment options to the customer for something they have already committed to purchase.
When you will click the Form Preview link, you we receive a message that you won't be able to preview the form. We need order data from Tessitura to preview the form. You'll use the Payment Manager to view your orders.
Payment Form Links
If you want to generate a Flex2 Payment Form link outside of the automated Payment Manager process, you can render an order (as detailed in this help article) and use the URL that is generated. This is a personalized URL that can be emailed to a customer for payment.
The unique URL generated will include 43 characters that represent the order and obfuscates any personalization.
The Main Content section allows you to include a headline, personalization tokens for Display Name, Order Number, Date, and Total, Payment Schedule, and Order details.
Note: The Personalization token for display name uses the Display Name parameter from the Owner's constituent record.
Order Information
This section will display the Tessitura Order Number, Order Date, and Order Total
Toggle Display Order Details
The ability to hide and show the order details on the form shows up when the %order_details_us% for North America or the %order_details% for Europe and Asia Pacific token is used on the form.
Click the eye icon or the "Display Order Details" text to display the order details.
Toggle Hide Order Details
Click the eye icon or the "Hide Order Details" text to hide the order details
Always Display Order Details
Full Details
Use the %order_details_always_us% token for North America or use the %order_details_always% token for Europe and Asia Pacific to always display the full order details on the form. There will be no option to toggle (hide or show) the order details.
Limited Details
Use the %order_details_limited% token or use the %order_details_limited_always% token to always display the limited order details on the form. There will be no option to toggle (hide or show) the order details.
Note: there is no specific U.S. or Europe or AUS version of this token since we are not displaying dates.
Use %fees% if you want to display the fees that are included with the order.
You can make fees conditional using conditional tokens.
%if_fees%content in between tokens shows if there are fees%/if_fees%
Your formatting would look like this:
%if_fees%<div><strong>Fees: </strong>%fees%</div>%/if_fees%
Use %contributions% if you want to display the first contribution that is included with the order.
You can make contributions conditional using conditional tokens.
%if_contributions%content in between shows if there are contributions%/if_contributions%
Your formatting would look like this:
%if_contributions%<div><strong>Contribution: </strong>%contributions%</div>%/if_contributions%
Contribution Note
You can also include the Contribution Note using the %contribution_note% token. You can put this inside the %if_contributions% %/if_contributions% tags.
%if_contributions%<div><strong>%contribution_note%: </strong>%contributions%</div>%/if_contributions%
Payment Schedule
We use the Payment Schedule setup on the order within Tessitura.
The Payment Schedule is displayed on the form to the customer.
Payment Schedule line items have both a status and a color.
Paid - Green
These include all payment amounts that have been paid.
These are not included in the "Pay What's Due" or the "Pay In Full" button total.
Past Due - Red
These include all payment amounts that are past due.
These are included in the "Pay What's Due" and the "Pay In Full" button total.
Due - Red
These include all payment amounts that are due.
These are included in the "Pay What's Due" and the "Pay In Full" button total.
Upcoming - Grey
These include all payment amounts that are not due yet.
These are not included in the "Pay What's Due" button total.
These are included in the "Pay In Full" button total.
Pay What's Due
This will only pay what is due. This includes any past due payments that may be on the order. There will be a remaining balance due.
If there is only one remaining payment to be made based on the payment schedule, the only option presented to the customer is "Pay In full"
Pay In Full
This will completely pay off the the order and there will be no remaining balance due.
Note: If there is only one remaining payment to be made based on the payment schedule, the only option presented to the customer is "Pay In full" and no buttons are displayed, just the payment form with the full amount that is due.
Payment Methods
The Flex2 Payment Form accepts Credit Card, Digital Wallets and ACH U.S. Banks
