Creating a new payment form
To create a new payment form:
- Login to your Cognito Forms account
- Select + New Form and choose from the options:
- Start from scratch
- Choose a template
- Copy an existing form
- Some templates already have payment fields: Basic Food Order Form, Basic Sales Form, Catering Deposit, Donation, Membership Dues and Parking Ticket Payment.
Adding payment to an existing form
After logging into Cognito Forms, click the name of the existing form you want to collect payment from.
You can choose from one of four fields to collect payment: 1) Choice, 2) Yes/No, 3) Currency, and 4) Price. The currency of your form’s Payment fields will be determined by the location settings of your form and/or organization. If you have more than one field on your form that is collecting payment, the amounts from each field will be added together and used for the subtotal.
Assign prices and values, calculate charges, and limit quantities from the Choice Options section in your Choice field settings.
Collect Payment: This option allows you to connect your form to one of our fully integrated payment processors. Once your form is connected to your payment account, a list of charges and additional fields for collecting credit card information will automatically appear at the bottom of your form.
Assign Prices: This option allows you to specify a price for each item. These prices will appear in whichever currency is selected in your form settings.
Limit Quantities: This option allows you to limit the number of times a specific choice option may be selected based on available quantity. Learn more about creating a product inventory.
Assign prices and calculate charges using yes/no options from radio buttons, a checkbox or toggle.
A charge will only occur when a user selects the value that makes the statement true. For example, if you use the field to ask if a user would like to upgrade to a higher quality item, they will only be charged if they select “yes”.
In this example, “yes” is our true value and “no” is our false value. Now, if it is true that the user would like to upgrade to premium, they are charged the $50 you set as the upgrade price.
You can set the field to default to the true or the false value, but charges will still only occur when the true value is selected.
Allow users to specify the amount they would like to be charged, such as for donations.
If you’d like to collect custom payments from each user, add a Currency field and check “Collect Payment for This Field.” The amount entered by the user when they fill out the form is the amount they will be charged. You can set a default or suggested value for this field, but users will still be able to modify the amount.
Use the Price field to set a fixed price item, or create calculations that result in a charge, like additional quantities.
The Price field always collects payment, so it will automatically prompt you to connect with your payment account, if you haven’t already done so. Then you’ll need to set the amount to be charged, whether it’s a fixed price or determined by calculating the results of other fields.
|Fixed Amount||Calculated Amount|
In addition to setting the amount, you also have the option of setting the item name and description as it will appear on the user’s receipt. These can be fixed labels, or you can use calculations to pull data from other fields.
Let’s say you want to sell boxes of cookies online. You could set up a Choice field with all your cookie varieties, then a Number field where users can enter the number of boxes they’d like to purchase (let’s call that field ‘How many boxes?’). If all of your varieties are the same price per box, your Price field’s calculation would be very simple:
But what if each variety has a different cost? That’s where assigning prices comes in:
With variable prices, you’ll need to alter your price calculation to accommodate them. Instead of using a set price, you’ll use the assigned price of the selected cookie variety:
You can also put these fields into a repeating section to allow users to order multiple boxes of different varieties of cookies — like 3 chocolate chip, 4 peanut butter and 2 oatmeal raisin.
Under your Payment Settings (accessible by clicking Payment Settings in the footer or by clicking on the payment area at the bottom of the form), there are multiple options to help customize your payment setup.
Connect your payment forms to one of our secure payments processors (PayPal, Stripe, and Square). When selecting a payment processor, you'll be taken to a new window where you can register for a new account or connect your existing account. Learn more about connecting your payment account.
Similar to conditional logic for requiring other fields, you can opt to set conditions on when payment is required.
- Always – Always collect payment from every customer that submits your form. This option is selected by default.
- When – Only process payment when specific conditions are met. After selecting this option, the Conditional Logic Builder dialog will display allowing you to select when to process payment. You can set multiple conditions within the builder, or you can select the “Advanced Editor” tab to create more complex calculations. Please refer to our blog post for more information about conditionally requiring payment.
- Never – The form does not collect payment and only issues invoices.
If you’re collecting payment later, you can review the entry after it’s been submitted to collect payment and resolve your transactions. Check out our help topic on managing payment entries for more information.
Keep Card on File
Take advantage of the ability to securely store customer credit and debit cards in Stripe or Square for future use – while staying PCI compliant. Learn more about card on file payments.
- Always – Collect credit card information from every customer that submits your form.
- When – Only collect credit card information when specific conditions are met. After selecting this option, the Conditional Logic Builder dialog will display and allow you to determine when to keep credit cards on file.
- Never – Credit cards are never kept on file. This option is selected by default.
Map Billing Fields (Stripe/Square only)
Mapping your form’s billing fields (including Name, Address, Phone, and Email) helps verify a customer’s information when you collect payment. This information will be included on the form confirmation and email receipt (if email notifications are enabled).
Each option requires a matching field type: Name will require a matching Name field, Address will require a matching Address field, etc. Select the name of your matching fields from each drop down. We recommend that you make these fields required so you aren’t missing any critical information. Additionally, you must select an email address field to save customer card information in Stripe/Square.
You can configure Stripe to decline charges that fail zip code verification to further reduce fraudulent credit card charges.
When processing payments through Square, you need to map both the customer email address field and the shipping/billing address field in your payment settings in order to be eligible for chargeback protection.
Include Processing Fees
Stripe only: Stripe fees are 2.9% + $0.30 for each transaction in USD. For Stripe users on our Individual and Pro plans, there is also a Cognito Forms fee of 1%. Refer to our location settings help content for more information on other currency fees. Check this box if you’d like to pass these fees onto your customers, instead of having them subtracted from the original total. You can set a custom label for these fees, or leave the default label of Processing Fees.
Check this box if you’d like to show the subtotal and any applicable fees at the bottom of your form. This option is selected by default.
Show Line Items
Line items represent the individual fields on your form you are charging for. Line item labels are pulled from information on your form. For Choice fields, the line item name will match the field label, and the line item description will match the option chosen. For Yes/No and Currency fields, the line item name will match the field label, and there will not be a line item description. For Price fields, you can specify the line item’s name and description in the Field Settings.
Check this box if you’d like to show the individual line items and amounts at the bottom of your form and on your customer’s receipt. This option is selected by default.
You can also include additional fees for each transaction. These fees will appear after the subtotal, at the bottom of the form, and on your customer’s payment receipt. You can either set a fixed amount in the box marked with a dollar sign ($) or a percentage of the subtotal in the box marked with a percent symbol (%). Click the plus sign (+) to add multiple fees, or the trash can to remove them. Any fields left blank will not appear on your form.