Payment in Forms (Including Donations)

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• Overview
• Available Payment Types
• Donation Amount Options
  • Suggest an Amount Customization
  • User-Defined Amount
  • Recurring Donations
• How Manual Payments Work
  • 1. Enable Manual Payments
  • 2. Automatic Display in Forms & Surveys
  • 3. Order Processing & Payment Collection
• Tracking Payments
• Email Notifications
• Benefits & Use Cases
• Important Notes

Overview

The Payments feature in Forms gives you the ability to:

• Collect donations (suggested or custom amounts).

• Enable recurring contributions like subscriptions.

• Sell products with manual payment methods such as cash or bank transfer.

• Track and manage all payments through the unified Payments dashboard.

Available Payment Types

You can accept payments in multiple ways, depending on your setup:

• Online Payments (via connected gateways like Stripe, Authorize.net, NMI).

• Manual Payments (offline methods).

  • Cash on Delivery (COD): Customer pays in cash at delivery.

  • Custom Payment Methods: Includes bank transfer, checks, or other offline arrangements.

Donation Amount Options

Suggest an Amount Customization

Let donors choose from suggested amounts in their preferred currency:

• Add up to 15 suggested amounts.

• Select a currency from the dropdown.

• Enable the “Other Amount” option for flexibility.

• Customize the label/tag that displays when a user selects an amount.

• Suggested amount styling automatically matches your form’s theme.

User-Defined Amount

If you don’t use suggested amounts, the User-Defined Amount option is enabled automatically:

• Donors can enter their own amount.

• A placeholder can be added to guide them on what to enter.

Recurring Donations

The Recurring Donation feature lets customers subscribe to donations on a repeating schedule.

How it works:

1. Add the Custom Amount element to your form.

2. Enable the Recurring Payment toggle.

3. Choose available billing frequencies (Weekly, Monthly, Yearly).

Customer Experience:

• Donors pick an amount and billing frequency.

• They subscribe once, and payments recur automatically.

Why it matters:

• Simplifies the donor journey.

• Encourages repeat contributions.

• Helps grow your Total Payment Volume (TPV).

How Manual Payments Work

Manual payment methods allow you to sell products through forms and surveys while collecting payments offline. Find the detailed article on manual payments here.

1. Enable Manual Payments

• Go to Payments > Integrations > Manual Payment Methods.

• Enable Cash on Delivery or Custom Payment Methods.

• Configure descriptions and post-purchase messages.

• Ensure manual payment options are enabled specifically for forms and surveys.

2. Automatic Display in Forms & Surveys

• When a product is added to a form or survey, the manual payment option appears automatically in the payment selection.

3. Order Processing & Payment Collection

• When a form is submitted with manual payment selected, the order shows in Payments > Orders with a Pending status.

• Businesses can then mark the order as Paid and select the payment mode (cash, card, check, bank transfer, etc.).

• The updated payment status syncs automatically with the Form Submissions section.

Tracking Payments

You can monitor all payments in one place:

• View payment details directly in form submission data.

• Access full transaction history under Payments > Transactions.

• Export payment details as needed.

• See real-time status (successful, pending).

Email Notifications

Enable autoresponders and email notifications for payment-enabled forms:

• Notifications include payment amount and status.

• Keeps both you and your customers informed instantly.

Benefits & Use Cases

• Greater Flexibility: Accept both online and offline payments.

• Recurring Support: Encourage ongoing contributions with automated recurring billing.

• Seamless Order Tracking: Unified dashboard for forms, orders, and payments.

• Automatic Sync: Payment status updates reflect in both Orders and Submissions.

• Ideal for Cash-Based Businesses: Perfect for businesses relying on COD or offline methods.

Important Notes

• NMI and Authorize.net require First Name as a mandatory field.

• Refunds are not supported at this time.

• The old API-based Stripe Connect method is no longer supported.

• In calendars with custom form payments, the Payment element will not display.

• Multi-payments across multiple forms in funnels are not yet supported.

• Undo/Redo is not available with the Payment element.

✅ By enabling payments in forms, you can provide customers with more options, streamline order management, and create a smoother checkout experience.