Payment Forms
A payment form is a public page you can send anyone, where they fill in their details and pay. No account, no catalog, no checkout - a link, a form, a payment.
Menu path: Sales > Payment Forms
What you can build
| Field | Purpose |
|---|---|
| Title and description | What the page says it is for |
| Slug | The link's address - the part you share |
| Image and header colour and font colour | Basic branding of the page |
| Product / Multi products | What is being paid for; multiple products let the payer choose |
| Category and account | Where the money posts in your accounts |
| Gateway | Which payment gateway collects |
| Discount type and discount value | A reduction applied on the form |
| Required fields | Which personal details the payer must give - name, mobile, email, gender, birthdate, age, address |
| End type, end on, end after, end message | When the form closes and what it then says |
| Active | Whether the link is live |
The list shows each form with its title, slug, amount, gateway, category, account and active state, alongside the payer details collected - which is what turns the page into a small register of who paid for what.
Publish a payment form
- Write a title the payer will recognise on their bank statement as well as on the page.
- Set the slug deliberately. It is the link you will print, post and paste, so keep it short and readable.
- Choose the product, or several if the payer should pick.
- Set the Account and Category so the money lands in the right place without a monthly reclassification exercise.
- Choose only the Required fields you genuinely need. Every extra field costs completions - ask for a mobile number because you will call, not because the field exists.
- Set the end condition: a closing date, a number of payments, or open-ended.
- Activate it and test the link yourself, paying a minimum amount if the gateway allows, before sharing it.
Tip: Payment forms are the fastest way to collect for something outside your catalog - an event ticket, a course fee, a charity round-up, a deposit. Set up one per purpose rather than reusing a generic form, so the money arrives already classified.
Warning: The link is public to anyone who has it. Do not put a form live with an open-ended amount and no end condition, and deactivate forms once their purpose has passed.
Full reference
Every option and control on this page, at a glance.
Filters (13)
- Identity and numbering: Account ID, Category ID, Gateway ID, Product ID
- Dates and periods: End msg, End the, End type, End value, Last date
- Money and payment: Discount type
- Other: Description, Slug, Title
Standard list tools
Every list page in OSOSS shares these controls:
- Manage columns - the icon at the right edge of the header row: search columns, tick to show or hide, drag to reorder. Your selection persists for your user.
- Quick search - matches the page's primary field.
- Filter chips + More Filters - the chips are your defaults; More Filters exposes the full set below.
- Save Filter / Saved Filters - name a filter combination and recall it in one click; one can be your default view.
- Reset - clears filters back to defaults.
- Export All - downloads the current filtered rows with exactly the columns you have selected.
- Focus - hides the surrounding chrome for a full-width table.
- Row selection - the header checkbox selects the page or all matching rows, enabling bulk actions.
- Rows per page and page jumper - at the foot of the table.
- Custom fields - anything you define under Settings > Custom Fields appears here as both a column and a filter.
Related pages
- Quick Invoice - billing one named customer instead
- Gateways - the payment gateways a form can use
- Online PG Transactions - where the payments appear
What you can do on this page
Every action on this page, step by step. What you see depends on your role, so a control your account is not set up for simply does not appear.
Export the list
- Filter and choose your columns first - the export mirrors exactly what is on screen, not the whole table.
- Click Export All.
- The file downloads as a spreadsheet: one row per record, your visible columns in your order.