Creating a subscription payment template

In order to use the Create a Direct Debit action , you'll need to create a template, which tells XFP how to send information about the form to your direct debits provider.

To do this:

  1. Navigate to Templates in the top navigation bar (under the form title).

  2. Click Create Template.

  3. A popover will open, asking which type of action we want to create a template for. Choose Create a Direct Debit under the PayBridge section, and click Next.

  4. We'll then be taken to the template builder for PayBridge's direct debit action.

    It is also possible to access the template builder from within a rule, by choosing Create new... when selecting a template in a Then block.

  5. Set the title as 'Create direct debit', and click Next.

  6. Choose the PayBridge service you want to collect the payment for, and click Next.

  7. Complete the additional mappings. These are usually extra fields that the payment provider collects. You can map a question, variable or logic formulae to each one. Alternatively enter manual text by typing it into the search box for the field and pressing the return key.

  8. Click Save to create the template.

To make this action fire when your form is filled in, you will need to add it to a rule - see Building a Rule.

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