Manage Your Records
How Knack Works
Design Your Database
Do More With Knack
View and Share Your App
Build Your Live Application
Connect Related Data
Reporting & Dashboards
E-Commerce & Payments
Search & Queries
Emails & Notifications
Calculations & Logic
Users & Access
Working with Pages
Deleting a Page That's Being Linked to
Printing Pages & PDFs
Objects & Connections
Plan Your Objects
Plan Your Connections: Complex Example
Plan Your Connections: Simple Example
Connecting Records Together
Use Connections in Your App
Working With Objects
Connections: Troubleshooting & FAQs
Live App Design
Embed Your App
Integrate with Formstack Documents
Integrate with Zapier
Integrate with Integromat
Working with Icons
Other Customization Options
Using Action Links
Using Record Rules
Table Column Settings
Combining Fields from Connected Records in Views
Source: Which Records Will the View Display
Using Display Rules
Using Submit Rules
Working with Records
CSV Format Guide for Importing
Tasks & Emails
Users & Logins
Live App Security Settings
Live App Security Settings: HIPAA Plans
Manage Roles & Permissions
Manage User Records
Users and the Page Menu
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Working With Support
What is a dedicated support manager?
Is there an option to pay via invoice, check, wire transfer, or something other than a credit card?
Where can I find a copy of my receipt or invoice?
I'm over the storage limit for my account. How do I add more storage or get under the limit?
I'm over the record limit for my account. How do I add more records or get under the limit?
How do I freeze or pause my Knack account?
Need account access or to transfer account access because account owner or colleague left the company
How do I cancel my Knack account?
How do I add more API calls to my account?
How do I remove the "Powered by Knack" logo at the bottom of my app?
How do I give Builder access to a colleague or developer for one of my apps?
How do I change the favicon for my app?
How do I backup or export my apps and data?
How do I white label my app?
How do I copy an app from my account to another account?
How can I track what users are doing in my app?
How do I find the most recent date from a connected object?
How do I move or copy fields or data from one object to another?
How do I add a logo to my app?
How can I change the color of something in my app?
The menu isn't showing for my app on mobile devices. How do I fix that?
How do I create a field that always shows today's date?
How do I show multiple dates on a calendar?
Is there a way to add a display rule to multiple columns at one time instead of having to update each column individually?
How can I show a customer's payment history if I'm collecting payments through my Knack app and through cash or check?
Can I combine two date fields into a single date field? For example, combining a start and end date into a single field?
Is it possible to display more than 100 records at a time on a table, list, or search view?
Is there a way to have new users be automatically logged-in after they register?
Do I need a separate user role object for my Vendors, Customers, Employees, Contacts, etc?
How do I create an "If, Then" or conditional equation?
Does Knack offer a service for building apps or have developers I can hire?
How can I set up my app so users see only their own data?
How do I bulk upload or import multiple images?
How do I bulk upload or import multiple files?
How do I merge my apps, or copy pages, objects, or other app elements between my apps?
Can I share or connect data between apps?
Can I customize the look and feel of my Knack pages?
Can I migrate or transfer data from Zoho, Quickbase, or TrackVia?
Can I add Google Analytics to my Knack app?
Do you have a sandbox or developer environment?
Can I integrate Knack with other data, products, and services?
Can I have an app in a language besides English?
Can I use Knack on mobile devices?
Can I create invoices and accept payments?
Can I migrate my Access, Filemaker, SQL, or other databases?
Can I use a barcode or credit card scanner with Knack?
Can I prototype for others?
Can I send SMS or text messages using Knack?
Can I email PDFs or other attachments to users with Knack?
Can I add chat or messaging to my app?
Can I sell my Knack apps?
Does the signature captured through a signature field constitute a legally binding signature?
How does Knack work on mobile devices? Is it mobile-friendly? Can users download my apps?
Storing sensitive data (credit cards, social security numbers, etc.)
How secure is Knack?
Will Knack sign an NDA (Non-Disclosure Agreement)?
Does Knack offer access to beta features?
Does Knack offer a partner program?
Is Knack GDPR compliant?
How do I batch download all of the images and files In my app?
Which browsers do you support?
Some of my fields aren't importing correctly. How can I fix that?
I'm having trouble importing into a connection field. What can I do?
I'm seeing an odd character when importing data. How can I get rid of it?
Can I import something other than data? Like objects, pages, views, etc?
My import is failing or getting stuck. What do I do?
Can my users import data from the live app, instead of going through the builder/back-end?
Can I schedule or automate imports?
Can I import data into more than one object at the same time?
Can I undo or reverse an import?
I am importing data for the first time. How do I do that?
How do I update existing data using an import?
My import is taking a long time. Can you take a look?
I'm having trouble importing into a specific type of field. What can I do?
I'm getting an error when importing. What do I do?
Do the validation rules on fields trigger when importing data?
How To Guides
Users & Logins
Save a User's Payment Method
Force Users to Reset Their Passwords
Create a Single Login Page for Multiple User Roles
Show Records Connected To The Logged-in User's Company Or Other Group
Create an Admin User Role to View All Records
Add Read-Only Access For Users
Show Records Connected to the Logged-in User
Add Functionality to Your Live App
Manage Your Records
Use an Edit Form to Create Records If They Don't Exist
Use Zapier to Insert Connected Records
Copy a Record Using Record Rules
Create a Version History for Records
Track When Records are Created and Updated
Track Which User Last Updated a Record
Workflow & Automations
Add Stages to Your App
Add Status Indicators to Your App
Add Assignments to Your App
Notify a User That an Item is Ready for Review
Create a Registration Form with Limited Availability
Add a Pipeline to Your App
Create a Button or Link that Updates a Field to a Custom Value
Add Notification & Reminder Emails to Your App
Approve New Records Before Displaying Them
Store Multiple Images or Files for Individual Records
Use Multiple Image Sources for a Single Image Field
Work with Connected Records
How to Show Multiple Fields in Your Connection Drop-Down
Showing Parent-Child Records in the Live App
Logic, Equations & Formulas
How to Display Multiple Date Formats Using a Single Date Field
How To Number Line Items
Show Upcoming Birthdays
How to Set a Random ID
Display a Message When a Deadline is Approaching
Generate Simple Numeric Barcodes Automatically
Calculate Age in Years from a Birthday
How to Extract the Start and End Dates from a Date Field
Start an Auto Increment Field from Any Number
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 Connection Links to Views
How to Add a Map to a Details View
How to Add Groupings to a Table
Reports, Queries, and Summaries
Build a Quiz App
Build an Inventory Manager App
Build an Orders App
Build a Warehouse Manager App
Build a Member Directory
Build a Map Directory or Store Locator App
Create a Multi-Part Form
How to Change the Layout of Forms
How to Add Instructions to a Form
How to Customize the Text on a Submit Button
How to Limit an Uploaded File’s Size
How to Automatically Capture a User’s Location on a Form
How to Allow Users to Add New Options in Forms
How to Use URL Variables to Pre-Populate a Form
Add Read-Only Fields to a Form
How to Create Dynamic Dropdowns in Forms
Manage Your Account
Security & Infrastructure
Builder Two-Factor Authentication
Builder Security Settings for All Knack Plans
Security Best Practices
Manage Your Account
Table of Contents
Updated by Sarto Jama
A payment method view is a type of E-Commerce view. While payment views allow you to accept a payment from someone, payment method views allow you to store, update, or remove a specific user’s payment method.
The payment method can then be used to facilitate future payments, whether it’s the user paying themselves or an account administrator charging the user on their behalf:
Payment method views sync the payment information to your Stripe payment processor, so the credit card information cannot be seen in Knack.
Manage Payment Method Views
Add Payment Method Views
Payment method views can be added in two different places:
- In a login-protected "starting page". A starting page is a top level page within your app.
- In a child page that has access to a specific user record
To add your first payment method view, locate the "E-Commerce" option in the view menu and select the “Payment Method” view type:
You’ll then be guided through a series of options to customize the payment method view. First, select your payment processor:
Next, select the user record that the payment method belongs to. Sometimes this may be the logged-in user, other times you may want to update someone’s payment information on their behalf:
The final step is to review the view’s summary to confirm everything was selected properly:
Edit Payment Method Views
To access the payment method view settings, click the "Edit" icon when hovering over the payment view. This will open the view settings in the toolbox to the left:
Delete Payment Method Views
You can delete your payment method view at any time by clicking the "Delete" trashcan icon when hovering over the payment view:
Payment Method View Settings
Payment method views have settings similar to payment views and allow you to change the behavior and looks of your view:
This section contains basic settings about how the view will behave, for example the payment action, processors, and the fields and currency being used.
- Payment Action: The Payment Action section will display the data source of your payment view. It also allows you to update the numeric field that will be used as the form’s payment total.
- Payment Processors: This section is where you will select the payment processor that your form will use.
- Test Mode: Every Payment Processor can be used in Test Mode. Stripe will store TEST customers in a separate section, so if you want to store real customer information be sure to toggle test mode OFF.
- Currency: This is where you can choose a currency for your form.
- Submit Payment Button Text: Manually set the text used for the form's submit button.
- Update Billing Button Text: Manually set the text used to instruct users to update their saved card information.
- Remove Card Button Text: Manually set the text used to instruct users to remove their saved card information.
Control any emails sent after the payment information is successfully completed.
Payment rules work exactly like record rules in a form view. A great example of when to use a payment method rule is to update a field in the user’s record so you can tell who has yet to update their payment information.
To add a payment rule, click on the "Add Rule" button in either “Submit Rules” or “Record Rules” tab, then set your criteria:
Submit rules allow you to determine where to direct the user after the form is submitted:
You can learn more about using submit rules here.
Record rules allow you to update or insert records after the payment is successfully processed:
You can learn more about using record rules here.
Using the Payment Method View in Your App
Now that you’ve got a payment method view fully configured, it’s time to see how it all works.
Store Payment Method
If the user has not had their payment method stored before, the view will display the credit card form:
When this form is submitted, a Stripe Customer will be created in Stripe and a Payment Method record will be added in Knack. You can find these records in your builder:
You can then use the Payment Method ID to locate the payment method in your Stripe Dashboard:
You can learn more about payment method records here.
Update payment information
If the user has stored their payment method already, they’ll see a link so they can choose to update or remove their existing payment method:
If they choose to update the payment method, they’ll have access to a pre-filled credit card form:
Remove payment information
Using the same link, if they click the "Remove Payment Information" button, they’ll be redirected to the original payment method view with the credit card form: