Payment Processing Forms | Formsite Features

Simplifying payments with credit cards and checks

Process payments on your own or integrate with a payment service such as PayPal, Braintree, Authorize.net, Stripe, or Pay By Check.

No limits or per-transaction fees for payment processing.

Users will see a special Order Review page at the end of the form where they can confirm their order.

Use a variety of order form items, including standard totaling items, quantities, percents, and coupon codes.

Ensure safety for you and your users with our Security options.

Collecting payments for goods and services can be simplified by offering various options, including credit cards and checks. This process caters to the preferences of customers while adhering to proper accounting rules for reporting and inventory control. By providing the choice between check or offline credit card payment (via invoice or purchase order), customers can view the order total and all relevant information conveniently. The main benefits include:

Payment Options:

Customers can choose between credit card payments or bank checks, providing flexibility in payment methods.
Other payment methods include Venmo, Pay In 4, ACH payments, and more depending on the processing service chosen.
Offline credit card payments via invoice or purchase order, offering traditional terminal convenience.

Comprehensive Information:

Display of order items and all relevant details for customers’ visibility and understanding.
Adherence to proper accounting rules, ensuring accurate reporting and streamlined inventory control.

Convenience for Customers:

Ideal for customers who prefer traditional terminal payment methods.
Empower customers to charge conveniently through their chosen method.

To further explore and understand the process of collecting online payments, check out our resource guides on creating online order forms and using payment platforms like PayPal and Stripe. To see an example in action, explore our online payment form designed for check payments.

Common Questions

What integration do I use to collect payments with credit cards?

Any of the payment integrations that are not Pay By Check can accept credit card payments. PayPal Business, PayPal Personal, PayPal Pro, Braintree, Authorize.net, and Stripe can all be used to collect payments from credit cards.

How do I accept checks or cash?

Use the Pay By Check integration when collecting a ‘promise’ to pay, as with cash, checks, or pay at the door. The text can be customized on the form’s Form Settings -> Custom Text page and the Form Settings -> Payments -> Pay By Check page.

Can I make a pre-authorization and not an actual charge?

No, there is not a way to authorize the charge without taking it, unfortunately. You can reduce the order total to a low deposit to not take the full amount.

The Payment shows ‘incomplete’. How do I make it complete?

Results with an ‘incomplete’ in the Payment column means the customer did not pay successfully. If the Status column shows a green ‘complete’ icon, they submitted the form successfully but did not complete the payment. If the Status column is not complete, then they did not complete the form. Incomplete payments cannot be processed so the customer needs to start the form from the beginning.