Finance powers self-service: contacts can subscribe and update payment details through forms, and view their finances through the member portal.
Form blocks
Subscription block
Add a Subscription block to a form (for example a join or renew form) to let contacts choose and start a subscription. Configure:
- the allowed plans,
- the allowed intervals,
- the allowed options / add-ons,
- the default status, and
- the permitted payment methods.
Payment Method block
Add a Payment Method block to collect or update a contact's payment method (for example to capture a new card). Contacts can update their subscriptions and payment methods through forms that include these blocks.
Other finance blocks
The form builder also offers additional finance-related blocks: Account Payment, Transaction and Membership data.
Member portal finance
If the portal is enabled, contacts can access a Financial area to:
- view their Subscriptions,
- view their Receipts, and
- download their Invoices and Receipts.
This lets members self-serve their financial documents and reduces support requests.
Tips
- Pair a Subscription block with a Payment Method block on join/renew forms so new members can sign up and pay in one flow.
- Form submissions create or update the contact's finance records, which then appear on the Financial tab and in the Action Centres.
- Paid event tickets are handled through event setup plus a ticket block in the RSVP form; those payments and receipts flow through Finance as well.