How Knack Works
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Plan Your Connections: Complex Example
Working With Tables
Plan Your Connections: Simple Example
Plan Your Tables
Use Connections in Your App
Connecting Records Together
Connections: Troubleshooting & FAQs
Numeric Equation Functions
Date Equation Settings
Numeric Equation Settings
Text Formula Functions
CSV Format Guide for Importing
Working with Records
Deleting a Page That's Being Linked to
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Navigating the Page Preview
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Grid Column Settings
Source: Which Records Will the View Display
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Combining Fields from Connected Records in Views
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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 Grid
Create a Print-Friendly Invoice Page
How to Click on an Image to Go to Another Page
How to Add Groupings to a Grid
Users & Logins
Force Users to Reset Their Passwords
Save a User's Payment Method
Create a Single Login Page for Multiple User Roles
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
Workflow & Automations
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/Time 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
- All Categories
- Builder Guide
- Payment Method Views
Payment Method Views
Updated by Lesley
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: