Note: This information is only applicable for clients with the Forms+ product.
Table of Contents
- Overview
- Example Use Case
- How do you add a variable price to your form?
- How do you set up pricing in the SchoolCash Catalog?
- How do you set up pricing in the District Catalog?
- Where to next?
Overview
SchoolCash Forms+ is an excellent option for setting up a variable price/amount for purchase. A variable price can be added to a form within SchoolCash Forms+ using the Calculations & Pricing feature. The form can then be embedded within an item and made available for payment via SchoolCash Online.
Example Use Case
An example where a variable price is useful is a fundraiser, where the parent/guardian can enter the amount they would like to contribute. The parent/guardian enters the amount they want to pay into the form, and the value of the form elements that have price enabled is added to the total amount due for the item in SchoolCash Online.
Note: Calculations & Pricing is available if the feature add-on has been enabled. Please contact your Customer Success Manager for more information.
How do you add a variable price to your form?
To add a variable price to a form, use the Number element within the Forms module. Only Number elements can be enabled with pricing.
- Within the Forms module, drag the Number element under the “Elements” section into your form.
- To set the Number element as a price, toggle on ‘Price’ under Properties.
- Update the element’s label from ‘Numbers’ to what the price is for. The element’s label displays in SchoolCash Online within the form. In this example, “Fundraiser Amount” is used.
- Number elements that have the ‘Price’ toggle on display the price icon within the form builder on the right side:
- Publish the form so it is available to embed within an item(s) in the SchoolCash Catalog or District Catalog.
Note: Setting up a form element as a ‘Price’ means the value of that element is added to the total amount due for the item in SchoolCash Online.
How do you set up pricing in the SchoolCash Catalog?
To set up pricing in the SchoolCash Catalog so the price calculated via the form is added to the item fee:
- Go to the Extras section on the item page in the catalog.
- Select the published form from the dropdown list to embed it within the item. In this example, the “Spring Dance Fundraiser” item is created, and the “Fundraiser” form is attached.
- Select the category name and other GL/chart of account information to add the form price to the item.
- Continue with setting up the rest of the item with the relevant attachment(s) and save.
How do you set up pricing in the District Catalog?
To set up pricing in the District Catalog (if this has been set up for your District) so the price calculated via the form is added to the item fee:
- In the Content section, click on the ‘+’ next to ‘Form’ under the ‘Add to CONTENT’ pane on the left.
- Select ‘Add Existing’ to add an already published form or choose ‘Create New’.
- If adding an existing form, select a form to attach from the list of pre-existing forms. You can preview a form before adding it to the item.
- In the Financials section, select the category name and other GL/chart of account information to add the form price to the item.
