Collecting Payment

Build secure sales forms, RSVP forms, and more in just minutes. With Cognito Pay, you can manage every step of the payment process without ever leaving Cognito Forms – from collecting payments to tracking payouts, issuing refunds, and responding to disputes.

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:

Field type	Use it to
Choice field	Assign prices to individual options and calculate charges based on what customers select.
Yes/No field	Add an optional charge when a customer selects yes, such as for upgrades, add-ons, or optional services.
Currency field	Let customers enter the amount they want to be charged. Ideal for donations, tips, or open-ended payments.
Price field	Set a fixed price or build calculations based on other fields, such as quantity multiplied by unit price.

To learn more, see Creating payment forms.

Connecting your payment account

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.

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.

• Cognito Pay – Available on every plan level. There is an additional convenience fee for organizations on the Individual or Pro plans (2% on the Individual plan, 1% on the Pro plan).
• PayPal – Available to organizations on the Team and Enterprise plans.
• Square – Available to organizations on the Team and Enterprise plans.

You can connect any combination of processors, but each form can use only one payment account at a time. Connected accounts are available across all of your organization’s forms.

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

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.

Frequently Asked Questions

• Can I create a credit card authorization form?
• Can I allow customers to optionally include processing fees in their order?
• Can I use Cognito Forms for customers who want to pay in person or pay later?
• Can I connect more than one payment account to my Cognito Forms?
• When do I receive the money I collected through a payment form?
• What happens if there is a dispute?
• How much does it cost to collect payment?
• Do you support payments by check?
• Do you support recurring billing?
• Can I collect sales tax on my Cognito Forms?
• How do I create a coupon code?
• Can I collect credit card information in Cognito Forms?