Collecting Payment

Build secure sales forms, RSVP forms, and more in just minutes. Manage every step of the process without ever leaving Cognito Forms. Get details on your transactions, make changes to your orders or even issue refunds in just a few clicks.

Quick Tip
Explore our payment video series using the playlist below. Learn all about creating payment forms – starting from the basics to building complex order forms and inventories.

Creating your payment form

Several field types work with payment calculations – choose the one that best fits your use case:

  • Choice field – Assign prices, track quantities, and calculate charges using Choice field options from a drop-down menu, radio buttons or checkboxes.
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  • Yes/No field – Charge customers fees for additional options using the Yes/No field.
    Allowing customers to optionally add an extra option.

  • Currency field – Use the Currency field to allow customers to specify the amount they would like to be charged, such as for donations.
    Using a Currency field to collect donations.

  • Price field – Use the Price field to create calculations that result in a charge, like additional quantities.
    Use the Price field to create calculations that result in a charge.

To learn more, see Creating payment forms.

Connecting your payment account

The payment processor connection dialog, showing options to connect PayPal, Stripe, and Square.

When you first add a payment field, or open Payment settings from the top of the Build page, a dialog appears where you can connect your payment account. You can connect any combination of processors, though each form can only use one payment account at a time. Connected accounts are available across all of your organization’s forms.

Selecting a processor opens a new window where you can log in to an existing account or create a new one. Your payment processor will verify your identity before you can begin collecting payments.

  • PayPal – Available to organizations on the Team and Enterprise plans.
  • Stripe – Available on every plan level. There is an additional charge from Cognito Forms for those on the Individual or Pro plans (2% on the Individual plan, 1% on the Pro plan). These processing fees can be passed on to the person filling out the form, unless your form’s payment currency does not match the currency of your Stripe account.
  • Square – Available to organizations on the Team and Enterprise plans.

Managing payment accounts

You can view and manage all of your connected payment accounts in your organization’s settings.

View and manage your connected payment accounts.

Managing entries with payment

All payments can be managed within the Entries page. You can see entry details, refund payments, and even collect cash payments without ever leaving Cognito Forms. Any changes made to the order, such as refunds, are recorded in the entry audit log. Additionally, any updates made in Cognito Forms will be reflected within the connected payment account, and vice versa.

Learn more about managing entries with payment.

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Frequently Asked Questions