Payment forms

This topic describes how to create and manage Rebilly hosted payment forms. Use hosted payment forms to simplify the process of accepting payments. Rebilly hosts your payment form and ensures that your payments process is secure and PCI compliant.

Create a hosted payment form

Select from the following:

• Use the Rebilly UI to create a hosted payment form link, and share it with a customer.
• Use the Rebilly API to create a payment form.

Edit a hosted payment form

Use this process to change the settings of a Rebilly hosted payment form, such as: editing the style of the form, whether to display coupons, and how to manage approval URL redirects.

1. In the left navigation bar, press Settings .
2. In the Management section, press My organization & websites.
3. On the right of a website, press , and then select Hosted payment form settings.
4. Optionally, to edit how the hosted payment form looks, in the Style section, use the Theme and CSS settings.
5. Optionally, to add coupons to your hosted payment form: Turn on the Display coupons toggle, and select where to display coupons. For information, see Coupons.
6. Optionally, to specify how approval URL redirects are managed, select from the following:
   • Full page redirect for approval URLs: Redirect to the website URL instead of an iframe to display approval URL content.
   • Skip redirect: Don't redirect to the website URL when a payment is complete.
7. Press Save hosted payment form.

Style a hosted payment form

Use this process to update the look and feel of a hosted payment form.

1. Add hosted payment form configurations

1. In the left navigation bar, press Settings .
2. In the Management section, press My organization & websites.
3. On the right of website, press , and then select Hosted payment form settings.
4. Adjust theme properties or provide custom CSS.
5. Press Save hosted payment form.

2. Add a customer

1. In the left navigation bar, press Data tables, then press Customers.
2. In the right of the screen, press Add customer.
3. Enter the customer's details.
4. In the Default payment instrument section, select a payment method and enter details.
   If you are trying out this product, or want to use payment options based on your active gateway accounts, select None.
5. Press Save customer.

3. Create a hosted payment form link

1. In the left navigation bar, press Data tables.
2. Press Leads or Customers, then select a customer.
3. In the right of the screen, press , then press Collect payment.
4. Enter the amount and add a description for the payment.
5. Select the Pay with Rebilly hosted payment form option, and click Submit.
6. To open the payment form in your web browser, click , or copy the URL and open it in your browser.
7. View the custom styles that are applied to the payment form.

4. Make adjustments

1. In the left navigation bar, press Settings .
2. In the Management section, press My organization & websites.
3. On the right of the website, press , and then select Hosted payment form settings.
4. Adjust theme properties or apply custom CSS.
5. Press Save hosted payment form.
6. Create a new hosted payment form link, or reload an already valid hosted payment form link.