3 Easy Steps to Create a Check Request Form
Online check request forms can help you to unburden the extra paperwork and smoothen the transaction process. Thinking about how to create an online check request form and keep the transparency of the transactions? Then you’re in the right place.
An online check request form comes in very handy to perform check transactions associated with payments like subscriptions, memberships, honorariums, registrations, salaries, and so on. Check request forms contains various information about the transections like issue date, company or person’s name, the person issuing the request, etc. As these kinds of forms include sensitive data, you need to build the check request form with some extra care.
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Keep reading to learn to create a check request form with ease.
Before that, let’s have a quick brief about why you should create a check request form in the first place.
Why use a check request form
If you are running businesses where you have to make transactions every day check request form is a must for you. It’s very difficult to deal with one-by-one check request forms manually. If you want to keep up with the submission and approval date or process invoices and checks you need to create a check request form to streamline your workflow.
With a functional check request form on your WordPress site, you can easily manage your accounts and balance your journals to reduce financial errors.
Having a variety of ways to submit a check request is handy for customers, but it’s not the time or cost-effective for your business. An online check request form on your WordPress site will make managing your accounts much easier and help you stop financial errors and balance your books faster.
So why not try an online check request form on your WordPress website?
Here are just a few reasons why you should switch to an online form for your business or organization.
- With an online check request form, you can submit your request from anywhere, from any device, anytime you want. It’s faster, easier, and more convenient to fill up and submit a check request form online than offline.
- If you use an online check request for your organization you can access all the files in one place. This could eliminate the extra hassle of financial management.
- Do you know the most important part of an online check request form? You can easily add or remove fields and make them “required” so that you won’t miss the important data and the request won’t bounce frequently.
- For better bookkeeping and reducing the human error of manually entering data from multiple sources, an online check request form can be a great asset to your company.
As we’ve looked at why you need to use an online check request form, now we’ll go through how to create a check request form for your WordPress site.
How to create an online check request form
In this section, we’ll show you 5 easy steps to create a check request form for your organization.
Without further ado, let’s get started.
Step 1: Add fields to create an online check request form
If you have Fluent Forms installed on your website you’ll see a check request demo is already there. But in this article, we’ll show you to create one from scratch.
Not only this, with Fluent Forms you can avail 70+ pre-built forms in different categories. Moreover, 50+ diverse input fields give you the freedom to make different online forms. You don’t have to worry about the spamming cause Fluent Forms has multiple spam protections in its sack.
To begin you need to install and activate the Fluent Forms plugin. Next, go to the dashboard and click hover over to Fluent Forms. Click on the New Form option and a popup window will appear on your screen.
If you want to create a form from the template section click on the Category from the left-top or search for the particular form from the search box on the right-top.
As we’re creating from the scratch, we’ll click on the Create a Blank Form. You’ll see a success message and be redirected to a whole new page to create your desired form.
First, we’ll add a welcome message and give instructions to the user to get the proper outcome. To do so, click on the plus sign or search for a custom HTML field from the right side of the screen.
Now give a header and description to your form, you can also set images or add media to the form as you like.
As we’re not making it a multi-step form we’ll separate the form into two sections. Add another custom HTML field and make a header name “Requested by.” Now add the fields you want to know about the requestee.
We added the name, email, phone, date requested, date needed, purpose, and amount field for the first part of the form.
Similarly, we’ve added the “Make Payable to” section with the same field type. Finally, add a Terms and Conditions field to get the users’ permission to take steps according to the company’s policy.
Save the form and half of your work are done here. Now you just need to configure the form and make some alterations as per your need.
Step 2: Configure your check request form
After saving the form go to the Settings & Integrations section from the top.
In the Form Settings, you can change Confirmation Settings, Form Layout, Scheduling & Restrictions, Advanced Form Validation, Survey Result, Compliance Settings, and Other.
We’ll set up the form Confirmation Message to appear on the same page and after the submission form will hide automatically. You want otherwise you can do that too. Like show the confirmation message on another page or after the submission form will reset.
You can also enable double opt-in for data submission. This could be a great help to increase security and stop spamming. Change the form layout like Label Alignment, Help Message, Error Message, and Asterik Position as you like to give your form a unique look.
The scheduling & Restriction section has a bunch of options like limiting the maximum number of entries, scheduling the form, login requirement settings, and empty submission blocking, most of them are self-explanatory.
You’ll be able to change Compliance Settings and add custom CSS if you want from this section.
Whatever you do, don’t forget to save the settings after any change you make.
Step 3: Set up Email notifications
If you want an email notification sent to you or the user or both after any submission, click on the Email Notifications and toggle on the to enable. Populate the required field as per your need, you can set Conditional Logic as well to get more specific notifications about the users.
This way you can send customized email notifications to the users and admins. Users can be assured about their check request and if face any problem in the transaction process they can contact the authority.
You may have seen the other options available on the left side of the screen. Yes, you can integrate your form with different tools like Membership, Notification, CRM, etc. software if you want.
Post your check request form
Now as you’ve set up everything for your check request, the only thing missing is publishing your form. It’s a no-brainer to publish your form with Fluent Forms.
You can add your check request form’s shortcode to any post or page wherever you want. If you use Elementor page builder you’ll have a dedicated widget of Fluent Forms to modify the look of your form builder with ease.
With the landing page feature of Fluent Forms, you can publish your form on a dedicated page on your site, share the URL via social media, or even publish it outside WordPress.
If you have an online check request form for your organization you can streamline your transactions and minimize the tasks of financial staff. In this article, we showed you how to create an online check request form for your WordPress site, but you can experiment with your form. Add or remove fields as you like to collect information about your users and keep the data clean.
Hopefully, this article will help you create different check request forms and make transactions without any hassle.
Do you have any queries about request form? Ask away in the comment section.
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