Payment Form Settings

From Admin > Financial Settings > Payment Form Settings, you can choose to display additional contact information on the payment form to give staff more context while processing payments.

These settings are particularly useful when entering payments, as they allow important information to be viewed without needing to open the contact record.

Show Key Attributes

When enabled, any contact attributes that have been marked as Show on Dashboard will be displayed on the left-hand side of the payment form.

This is useful for highlighting important information about a contact, such as membership details, customer classifications, or any other key data your organisation has chosen to display.

Note: To learn more about creating attributes and marking them as Show on Dashboard, refer to the Attributes help article.

Show Alert

When enabled, any information entered into the contact's Contact Alert field will be displayed on the left-hand side of the payment form.

Alerts are ideal for displaying information that staff should be aware of whenever a payment is being processed.

Common Uses

Displaying key attributes and alerts can make payment processing faster and more accurate, particularly during high-volume or batch payment entry.

Examples include:

• Reminding staff whether a receipt should be issued.
• Indicating a preferred receipt delivery method (Email or PDF).
• Displaying important account or membership information.
• Highlighting special instructions that staff should be aware of before processing the payment.

Things to Know

• If a contact does not have any key attributes or a contact alert, nothing will be displayed, even if these settings are enabled.
• Enabling these settings only changes what information is displayed on the payment form—it does not create or update any contact information.

“Some content in this article may have been developed with the assistance of AI tools and reviewed by staff.”