Manage Billing Options

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Under the Manage Form dropdown for Forms, Events, Donations and Memberships, you can manage both the Billing Page Header and the Billing Field Mapping (to auto-fill the fields on the credit card billing page).

Edit Billing Page Header

Use the content editor to add text, images, etc. to create a customized header for your form, event, donation or membership billing page.

Billing Field Mapping - Auto-fill the Credit Card Billing Form

This option allows you to Use system defaults to pre-populate the billing form (the default and recommended option) or to Customize mappings for pre-populating each billing field for the address data collected within the Event, Donation, Membership or Form so that a constituent's billing information will auto-fill with information entered on previous steps of the form.

  • iModules “System Fields” First name, Last Name, Address, City, State, Country, Zip -  will now automatically fill the credit card billing fields – you don’t have to do anything to make this happen.
  • Mapping is done at the form level, not the category level.  At the bottom of the page, admins will see the options for mapping billing fields.

NOTE:  Clients must use the iModules system fields for City and State so correct database values will be sent to the payment gateway.

Use system defaults to pre-populate the billing form

This is the default and the recommended option.  System fields will now automatically fill the credit card billing fields on the billing page.  Admins do not have to take any action to make this happen.

The system aliases for each member field utilized are as follows:

    • FIRST_NAME
    • LAST_NAME
    • EMAIL_ADRESS
    • IMOD_SYS_PHONE
    • IMOD_SYS_ADDRESS_1
    • IMOD_SYS_ADDRESS_2
    • IMOD_SYS_CITY
    • IMOD_SYS_STATE
    • IMOD_SYS_POSTALCODE
    • IMOD_SYS_COUNTRY

IMOD_SYS_PHONE was added later to our model catalogs so several long-standing clients might not have this member field.

Customize mappings for pre-populating each billing field

When this option is selected, all of the fields on the billing form are displayed as labels. Next to each label is displayed a drop down with the default of 'Please Choose' and all of the text fields from the form and a system field option. 

If you select this option, every billing field must be mapped for it to be pre-populated.  The mapping must be done individually for each Event, Form, Donation or Membership campaign.


NOTE:  Cloning a form does NOT update billing field mappings to cloned member fields.   This issued is being worked in follow-on development.

Setting a billing field to NOT auto-fill

In order to set a billing field to NOT auto-fill, admins can select the option to Customize mappings for pre-populating each billing field.  Then, for the fields you do not want to auto-fill, you'll choose No Mapping from the dropdown.  The billing field will not auto-fill on the billing page and the constituent will need to enter the requested information.  (Leaving the Please Choose option selected for a field will also cause the fields to not auto-fill.)

Fields shown in the Billing Mapping dropdown

In the Billing Mapping dropdown only applicable form fields available for mapping will be shown.

  • For the TextBox field type category (TextBox, TextConfirm, TextBoxDistinct), if an admin selects one of the following billing fields only TextBox field types are available to select:
    • full name left
    • full name right
    • address 1
    • address 2
    • city
    • postal code
  • For the Email field type category (Email, EmailConfirm), if an admin selects one of the following billing fields only Email field types are available to select.
    • Email
  • For the Phone field type category (Phone, TextBox, TextConfirm, TextBoxDistinct), if an admin selects one of the following billing fields only Phone field types are available to select.
    • Phone
  • For the Country field type category (CountryDropDownList), if an admin selects one of the following billing fields only Country field types are available to select.
    • Country
  • For the State field type category (StateDropDownList), if an admin selects one of the following billing fields only State field types are available to select.
    • State

Editing auto-filled billing data

Constituents (authenticated or non-authenticated) who are registering for an event with commerce, donating, purchasing a membership or filling out a form with commerce who want to change the auto-filled data can edit it on the billing page.

Business Rules

  • Auto-fill does NOT work with hosted processors.
  • Previously submitted billing information for constituents take precedence over the fields populated on the form

    • Scenario 1:  The form uses system defaults to pre-populate the billing form
      • An event form has been created with system First Name field, system Last Name field, system Home Address 1 field, system City field and system Home State field, no mappings were configured and the form is filled out by a member who has previously submitted a form with billing information.  The member enters a different Address into the Home Address 1 field, City field, and Home State field and proceeds to the billing page.  The billing page will auto-fill the data previously submitted in the billing fields and not the new data entered into Address 1, City, and Home State field on this form.
    • Scenario 2:The form uses customized mappings for pre-populating each billing field
      • A form has been created that has fields mapped to the billing fields and a member who has previously submitted a billing form is filling out the new form and proceeds to the billing page.  The billing page will auto-fill the data from with the previously submitted billing fields and not the data entered into the mapped fields on the new form.
    • Scenario 3:No billing fields are mapped
      • A form has been created that does not have any fields mapped to the billing fields. A member who has previously submitted a billing form is filling out the new form and proceeds to the billing page. Only the previously submitted fields will be auto-filled.

  • The billing page will not populate with the value of a computed column that is being updated on the given form.  For example, on a computed column email address:
    • System Email field is a computed column looking at Home Email or Work Email, for example.
    • Home Email is on a form.
    • User enters a value for Home Email and continues to billing.
    • Email on the billing page will be blank.

      It is impossible for System Email to reflect changes to Home Email in this scenario. Home Email is not updated until form completion, i.e., AFTER billing.  Admins can now configure the billing email field to look at Home Email field on the form to populate.
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