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Numeric Equation Functions
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CSV Format Guide for Importing
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How To Guides
Add Functionality to Your Live App
How To Create Discount Codes
Create an Add To Favorites Feature
How to Access Private Records Without a Login
Accept Payments in a Live App
Manage Your Records
Use an Edit Form to Create Records If They Don't Exist
Track Which User Last Updated a Record
Copy a Record Using Record Rules
Track When Records are Created and Updated
Create a Version History for Records
Use Zapier to Insert Connected Records
Work with Connected Records
How to Show Multiple Fields in Your Connection Drop-Down
Showing Parent-Child Records in the Live App
How to Create Dynamic Dropdowns in Forms
Add Read-Only Fields to a Form
How to Change the Layout of Forms
Create a Multi-Part Form
How to Allow Users to Add New Options in Forms
How to Add Instructions to a Form
How to Customize the Text on a Submit Button
How to Automatically Capture a User’s Location on a Form
How to Use URL Variables to Pre-Populate a Form
How to Add a Map to a Details View
How to Add Connection Links to Views
How to Add Inline Editing to a Table
Create a Print-Friendly Invoice Page
How to Click on an Image to Go to Another Page
How to Add Groupings to a Table
Users & Logins
Force Users to Reset Their Passwords
Save a User's Payment Method
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Add Read-Only Access For Users
Show Records Connected To The Logged-in User's Company Or Other Group
Show Records Connected to the Logged-in User
Create an Admin User Role to View All Records
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Add a Pipeline to Your App
Create a Registration Form with Limited Availability
Add Stages to Your App
Store Multiple Images or Files for Individual Records
Use Multiple Image Sources for a Single Image Field
Create a Button or Link that Updates a Field to a Custom Value
Notify a User That an Item is Ready for Review
Add Assignments to Your App
Approve New Records Before Displaying Them
Add Notification & Reminder Emails to Your App
Add Status Indicators to Your App
Logic, Equations & Formulas
Start an Auto Increment Field from Any Number
Display a Message When a Deadline is Approaching
Generate Simple Numeric Barcodes Automatically
How to Set a Random ID
Calculate Age in Years from a Birthday
How To Number Line Items
Show Upcoming Birthdays
How to Extract the Start and End Dates from a Date Field
How to Display Multiple Date Formats Using a Single Date Field
Reports, Queries, and Summaries
Build an Inventory Manager App
Build a Quiz App
Build a Warehouse Manager App
Build a Member Directory
Build an Orders App
Build a Map Directory or Store Locator App
Images & Files
Manage Your Account
Manage Your Account
About Knack Accounts
Account Plans and Billing
Managing Your Apps
Managing Your Account Settings
Sharing Apps with Shared Builders
App Settings: Map Provider
Script Attack Protection: Whitelisted Custom Code Elements and Attributes
Script Attack Protection: Protected Areas
Security & Infrastructure
Security Best Practices
Builder Security Settings for All Knack Plans
Builder Two-Factor Authentication
Table of Contents
- See it in Action
Updated by Danielle Kellogg
- See it in Action
Knack can store payment methods in order to easily allow a user to pay a bill or an admin to submit a payment on their customer’s behalf. Some use cases can include:
- Easy online bill pay
- Payment of invoices
- Call-in payment services
This article walks you through using Knack to build the functionality that allows users to save their payment method that can later be used to easily make future payments either by the customer, or a company representative.
An example can be found in our Customer Payment Portal template app.
If this your first time creating an app, you'll need to know some basics about adding objects, fields, pages, and views. You can start by reading our Builder Basics section.
See it in Action
You can find an example of working payment method views in our Customer Payment Portal template app.
By the time you’re done with this guide you will have two working payment method views. One will allow the logged-in customer to update their own payment method, and the other will allow a manager to update the customer’s payment information on their behalf.
Here’s what a payment method view looks like in action:
Enable E-Commerce Features
Before you can store payment methods, you need to enable E-Commerce features using the Stripe payment processor in your app.
You can read more on how to enable e-commerce features here.
Add a Stripe payment processor
Payment methods can only be stored with a Stripe payment processor. You’ll need to sign up for a Stripe account and provide Knack with your live and test credentials. If you already have a Stripe account, you can find your API Keys here.
Select the Stripe processor and enter your live and test credentials:
In this example, we want to allow a logged-in customer to update their payment information, and we also want an employee to update the customer’s information on their behalf.
In order to accomplish this, your app needs user logins enabled and at least two different user roles. In this example, they are "Customers" and “Managers”.
Enable User Logins
If this is your first time using login features, you’ll need to enable the user logins for your app. You can read more on how to enable user logins here.
Add a Customer User Role
In the Schema section of the Builder, click the green "+" button next to the User Roles section of your builder:
Give your new user role a name; we’ll refer to this one as "Customers" for the remainder of the guide.
Add a Manager User Role
Repeat the same process, but this time we’ll call the new user role "Managers":
Configure a Page for the Logged-in Customer
Next we will create a page that allows the customer to update their own payment method.
Add a New Login Page for Customers
In the "Pages" section of your Builder, click the green "+” button in the list of pages and select a login page.
Following the page wizard, and check the option to limit the permissions to specific user roles and select the “Customers” user role:
After clicking "Continue" and give your page a name.
Next, you will be able to select a view to add to your page and which object records to show. For this example we’ll show a details view of the logged-in Customer record:
Add a Payment Method View
Now it’s time to add a payment method view so the customer can update their own payment information. On your new page, click the "Add view" button in the top menu and select the “Payment Method” option.
You’ll be prompted to select which user the payment method is being to; in this case, select the logged-in user:
The Summary will confirm all the actions that will take place after creating this view:
Configure a Page for the Manager User
This final step is similar to building a page for Customers above, but this time we’re restricting the page to "Managers" only and we’ll display a table of “Customers” so they can update the payment method for a specific customer record.
Add a New Login Page for Managers
Click the "Add" button in the list of pages.
Following the setup wizard, select "Yes, a user must login to access this page". Check the option to limit the permissions to specific user roles and select the “Managers” user role:
After clicking "Continue" give your page a name.
Add a Table of Customers
Next select a table view to add to your new page and select the “Customers” object.
Select the default table option with a linked details page and create the page:
Add a Payment Method View
Navigate to the new "Customer Details" page you just added and add a new “Payment Method” view. Select your Stripe payment processor.
Select the user the payment method is being saved to. In this case it is not the logged-in user; we want the manager to be able to update the payment method connected to "This page's Account".
Notes & Troubleshooting
Now that you’re storing a user’s payment method, follow this next guide to learn how to charge a customer on their behalf.