The form payment widget lets you collect payments in forms.

When you set up communications to be sent upon the submission of forms that use this widget, you can use form payment receipt merge fields to add payment data to these communications.

Your options include:

• The Form-Payment-Receipt merge field (a one-click option that inserts a receipt into the message)

• Or, you can directly access the variety of fields associated with this merge field

The Form-Payment-Receipt merge field

The Form-Payment-Receipt merge field is a pre-made, simple payment receipt that you can add to your form communications with a single click.

1. Go to Forms.

2. Select an existing form that contains a payment widget configured to collect payments using Slate Payments, or create a new one.

3. Select Edit Communications.

4. Select an existing form communication, or create a new one.

5. Select Edit Message.

6. Select the merge field Form-Payment-Receipt.

7. The following Liquid text is inserted into the message at the position of your cursor:

   Thank you for your payment of ${{Form-Payment-Receipt.amount}} on {{Form-Payment-Receipt.date | date:'MMMM dd, yyyy'}}.
   Payment Account: {{Form-Payment-Receipt.payment_account}}
   Transaction ID: {{Form-Payment-Receipt.transaction_id}}

8. Without changing the merge fields within that Liquid, edit the text or change the format as desired. For example, you might prefer a table layout:

   

9. Select Save.

Not seeing merge field data in test communications?

Merge fields are not populated with values in test messages.

📖 Learn how to test your form communications with test records.

Warning: {{Form-Payment-Receipt.<data-point>}} in body is an unknown merge field

For each of the Form-Payment-Receipt merge fields you include in a form communication, Slate will raise a pre-flight warning that it is unknown. You can ignore these warnings: they arise because the Form-Payment-Receipt data isn’t technically a part of the recipient list query.

More form payment receipt data

The Form-Payment-Receipt object has a number of available fields that can be used as merge fields. For example, add {{Form-Payment-Receipt.amount}} to display the amount paid.

These merge fields can also be used in Liquid logic to display a special message for recurring payments.