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How To Guides
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Table of Contents
- All Categories
- Builder Guide
- E-Commerce
- Payments Table & Records
Payments Table & Records
Updated
by Lesley
What is the Payments Table?
When you activate E-Commerce, a special "Payments" table is added to your Knack app:
The Payments table contains special fields that store all the information about each payment. Every time a user submits a payment through the live application, those details will be stored as a new record in the Payments table.
You can read more about using E-commerce with your app here.
Manage the Payments Table
Fields
The Payments table contains special fields for storing specific information about each payment. Each Payments table will include the following fields:
Charge
- Field Type: Text Combo
- Description: Joins the Status, Amount, and Date field. This is the display field for the Payment record.
Amount
- Field Type: Currency
- Description: The total payment amount in a currency format.
Date
- Field Type: Date/Time
- Description: Exact time of transaction.
Status
- Field Type: Multiple Choice
- Description: Status of the processor transaction.
- Complete - The payment processor has successfully charged the user for the total amount.
- Failed - The payment processor was not able to complete the transaction. More details will be found in the Notes field
- Pending - A PayPal payment has been initiated, but not yet completed. The status will update once the user takes further action.
Source
- Field Type: Short Text
- Description: The name of the view that created the Payment record.
Processor
- Field Type: Short Text
- Description: The payment processor used to create the Payment record.
ID
- Field Type: Short Text
- Description: The payment ID generated by the payment processor. Can be used to track the actual payment with the processor.
IP Address
- Field Type: Short Text
- Description: The IP Address of the user when the Payment record was created.
Description
- Field Type: Short Text
- Description: Provides details about a transaction.
Notes
- Field Type: Short Text
- Description: Provides details about a failed transaction.
Account
- Field Type: Connection
- Description: The user record that was charged the payment, if available.
The Payment table otherwise acts like a normal table. You can add additional fields or run scheduled tasks if necessary. For example, adding a conditional Fiscal Year field to group your payments in your views.
Records
When a user submits their payment information from a payment view, a payment record is created in the Payments table storing the details of that payment. You can view Payment records by clicking on the Records list next to the Fields list or selecting the "Records" tab on the left side navigation:
A Payment record is created any time a payment view is submitted regardless of whether it was successful or not. This allows you to track any failed or pending payments as it is stored in the Status field.
Connections
Payment records will always be connected from the record that initiated the payment view.
The first time you enable E-Commerce for a table a "Payment" connection field will be created in that table:
One-to-one Connections
By default, these payment connections are created as one-to-one connections. This means that each form submission will connect with exactly one payment record.
With a one-to-one connection, any new payments made on a record will replace any existing connected payment.
Many-to-one Connections
You can edit this connection field to a many-to-one connection if needed. This may be desirable if you need to accept multiple payments for a single record, like splitting payments for a large invoice.
With a many-to-one connection, any new payments will be added to any existing connected payments. This way multiple payments can be connected to the record.
You can learn more about working with connections here.
Notes & Troubleshooting
Limitations
- The Payments table is a special type of table that does not have all of the same flexibilities that a regular table does.
- When using Stripe, "Customer" information under your Stripe login will only come through if a Live App user has used a saved Payment Method. If you need the customer name to come through for every transaction - whether they've used a stored payment method or not - you'll want to use a Text Formula field to combine multiple text fields needed into one description field.
Record Creation
A payment record can only be created through a payment view submission. You can not create records through the Knack builder.
Form Rules
Payment records are not accessible in any type of Form Rule (Submit, Display, Record).