Introduction
FormGenie allows registered Payments.com.au merchant's to create their own custom electronic order forms they can display on a website. The form generated is suitable for up to 30 products all on the one form.

Formgenie is fast and it's free. The wizard lets you specify everything you need to get online ordering and payments up and running in about 20 minutes. You can generate as many forms as you require, and use them in different locations on your web site.

The form constructed by Formgenie has an in built calculation that allows the customer to see the total price of the order while they are filling in the form.

Print this page now, and keep it for reference during your form building process.

Continue to Step 1.


Step 1

BillerID, UserID, Pin No.
If you are registered for transactions on Payments.com.au you can enter your merchant information in this section. For sample purposes, you can enter 0000 as the BillerID and leave UserID and Pin No empty. This uses a sample company to allow you to test FormGenie's capabilities without being a registered merchant. To register as a merchant on Payments.com.au visit www.payments.com.au/registerM.asp

Products
This allows you to select how many products will appear on your order form. In the next stage you will be able to specify product names, descriptions, pricing and shipping and handling.

Shipping and Handling
In this section you can specify the method of shipping and handling you require for people to purchase products. Selecting 'None' will leave shipping and handling out of the form. 'One S&H per order' will include an area for shipping and handling for the entire order. 'S&H charged per item' means shipping and handling will be calculated on a per item (product) basis.

Page Title
Allows you to specify a heading for the form.

Page Color
Using page color allows you to specify chat color you want the form to be. You can use the predefined colors in the dropdown list or specify your own custom color using the 'Hex Code' text box.

Font Style
The font style section offers four different font styles for the form.

Font Size
Here you can select from three different font sizes for the form.

Return URL
Here you specify the website address (URL) you wish customers to be automatically directed to after completing their payment. This should generally be you own website.

Customer Information
The customer information area allows you to set a wide range of contact information, as well as specify if the field needs to be filled in for the customer to continue. The 'Included' checkbox makes the field visible on the form when checked, the 'Required' checkbox forces the customer to fill in the field before they can continue if checked.

Other Information
This provides you with the ability to add your own custom information and specify if the customer is forced into filling out the field to continue. It works much the same as the customer information area but requires you to enter the name of the fields you want included.

You can now press the 'Proceed to step 2' button


Step 2

Product Information
Here you must enter information on the products to be displayed on your form. You must enter a name and price per product as specified in step 1 (Products Section). If you have specified any kind of shipping and handling charge, you must also enter the cost (either per order or on a product by product basis). There is also an optional description of the product. You can also specify if GST is to be charged by selecting 10% (on) or 0% (off) in the GST dropdown list.

You now have two options here:

Click 'Preview Order Form'
This will display a preview of the order form so you can check to make sure you have everything you require. Once you are sure you have what you require, press the back button on your browser and then click 'Generate Order Form'

Click 'Generate Order Form'
This will generate the form so you can save it to a file on a storage device so you can then post it on your website or send it to customers. See below for further description of the page displayed after clicking this button.

Step3

Merchant Form
Here you can click the 'select all' button to select the HTML code in the text box. You should then copy this text and paste it into a word processor capable of saving plain text document's. It is very important that it is pasted into something like Notepad on Windows PC's and then saved as a file with the extension .htm (e.g. Orderform.htm). On the Mac you can use SimpleText.

Hints:
Copy and Paste:

Windows:
Copy: Ctrl+C
Paste: Ctrl+V
Recommended for saving the file: Notepad.exe (found under the accessories menu in Start | Programs)

Apple / Macintosh
Copy: Command(Apple)+C
Paste: Command(Apple)+V

Testing your form

Once you have your form saved on your site, open it with a web browser and test it thoroughly to ensure that it works the way you want it to.


Making the connection to the Live Payments Gateway

Once you have tested your form and are happy with the results, you need to make one final change to ensure customers can order via your form.

This step involves editing HTML in your order form.

Using a program like Notepad on the PC or Simpletext on the Mac, open your order form.

Search or find the part of the text which looks like this:

< form method=post action=https://secure.payments.com.au/checkout_test.asp >

and change it to the following by deleting "_test":

< form method=post action=https://secure.payments.com.au/checkout.asp >

Save the HTML file. Your file is now ready for customers to use, and real time ordering.