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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
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Use Zapier to Insert Connected Records
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Showing Parent-Child Records in the Live App
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Force Users to Reset Their Passwords
Save a User's Payment Method
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Notify a User That an Item is Ready for Review
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Approve New Records Before Displaying Them
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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
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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
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Build an Orders App
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About Knack Accounts
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Managing Your Apps
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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
You perform services for your customers on a regular basis and need to charge a payment for said services. You want to store the customer’s payment information so you or the customer can charge a payment at any time without needing to re-enter their payment details.
This is a continuation of our How To Save a User's Payment Method guide, so you will need to follow that guide first.
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
By the time you’re done with this guide you will have two new payment views that will charge a payment. One payment view is set up for the logged-in Customer to make their own payment, and the other payment view is set up for a manager to charge the customer on their behalf.
When the customer first fills out a credit card form, they have a checkbox option to store their payment method:
Once the customer’s payment information is stored, the payment view becomes a simple one-click process:
Configure an Object
In order to charge a customer payment, Knack needs to know how much needs to be charged and which customer the payment is connected to. In this scenario we are going to use an "Invoices" object.
Add a Numeric Field
In order to determine the payment total, that value needs to be stored in a numeric field. This can be as simple as a "Currency" field or it can involve more complex calculations with formulas and equations.
In this scenario we’ve configured a "Grand Total" field which is a sum of multiple number fields and equations:
Add a Customer Connection
In order to be able to use their saved payment method, an invoice record needs to connect to a specific customer. In the same object as the numeric field ("Invoices"), click the green "+" button in the connections bar on the right to add a new connection.
Select the "Customer" object in the dropdown and click “Next”.
Configure the connection as one-to-many and click "Add Connection":
Charge the Logged-in Customer
The first page we’re adding will be for the logged-in customer to make their own payments.
Add a Login Page for Customers
In the Pages section of your Builder, click the green "+” button in the list of pages to add a new page:
Following the new page wizard, select the option to limit the permissions to specific user roles and select the “Customers” user role:
Add a Table of Invoices
On your new Customers page, add a table to display invoice records connected to the logged-in Customer.
Then add additional links to the table, to link to view more details for that Invoice.
Add a Payment View
Navigate to the new "Invoice Details" page and add a new “Payment” view using the “Add View” option in the top menu
Following the e-commerce wizard, the first step is to select the object the payment is connecting to, this this case select the Invoice object.
Next, select the numeric field that stores the payment amount (the same field from Step 1):
Select your payment processor. If you want to store payment information or use the customer’s stored information you must select a Stripe payment processor.
Next, choose whether to store / use a payment method for this charge. For the logged-in customer, we’ll make it optional so they can decide if they want to store them or not.
Finally, choose which user the payment method will belong to by selecting the logged-in user option:
Charge the Customer on Their Behalf
Now we’re going to repeat Step 2 except this time we’re adding a page for the manager to charge the invoice’s customer on their behalf.
Add a Login Page for Managers
Click the "Add" button in the list of pages to add a new page.
Following the page 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 and add the page.
Add a Table of Invoices
Next add a table view to your new Managers Login page to display Invoices. Select the "All Invoices" option and add a link to view more details for each Invoice.
Add a Payment View
Navigate to the new "Invoice Details" page you just added and add a new “Payment” view using the "Add View" button in the top menu.
Select the Invoice object and the same numeric field that was selected in the previous step.
Select a Stripe payment processor.
Select " Yes, the payment method will be saved. Previously saved payment methods can be used for this charge".
For this view, the payment method does not belong to the logged-in user. The manager needs to use the payment method of the customer that is connected to this page’s Invoice record:
Once you save the payment view, you’re ready to test this out!
Payment views have lots of customization options, you can read more on managing payment views here.