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Take payments through your form

Pro, Business, Team and Enterprise plans

If you want to take payments through your form, first you’ll need to set up a payment gateway. This is a service that connects your website and bank so online transactions can be completed in real-time.

Once you’ve set up a payment gateway, you can add payments to your form.

Add payments to your form

  1. From Forms, open the form you want to add payments for.

  2. Choose Payment from the Advanced section of the left toolbar and drag and drop the field into your form.
    If you have more than one section in your form, payments have to go in the last section.

  3. Enter the amount you want to charge, or select a calculation field to draw the amount from there.

  4. Open the field settings by selecting the gear icon, then open Payment field settings.

  5. If you need to, add your Tax and business registration information. This will appear on your form.

  6. Choose your payment gateway from Ways to pay. If it's a credit card gateway, use the By credit card dropdown. Otherwise, use the By another method dropdown.

    Payment settings - Blank.PNG
    If you've selected the Bpoint payment gateway, you can customize the surcharge percentage charged on payments to this form using the Surcharge percentage dropdown. The surcharge amount you set will be displayed to form respondents.
  7. If you want, change the settings under Gateway settings as required. Your staff can view these details in reports from the payment gateway. If you don't change these, we'll use the default settings for the payment gateway.

    Choose Select a form field to send a user's answer to a field. You can send details from textnumberdropdown, radio button, email, calculation, and location fields.

  8. Save your form.

If the form has a Payment field in any version and has a Workflow where its responses can be resubmitted, the Payment field will only be processed in the initial form submission. In later re-submissions from the respondent, the old and new payment amount will be presented but no further payment will be processed. Any payment difference requires consolidation by your finance officer for either additional payment or refunds as required outside of OpenForms.

Update payment connector on your form

  1. Set up your new payment gateway (as Admin user).

  2. From Forms, open the form you want to update.

  3. On the Payment field, go to Settings by selecting the gear icon.

  4. On the Basic tab, select your new payment gateway under Ways to pay.

    If you are replacing your legacy Stripe connector:
    Clear the old connector from By credit card dropdown and select the new connector from By another method dropdown e.g.
    Payment settings - Stripe.png

  5. Under Gateway settings, update any settings if required.
  6. Save your form. We recommend testing before publishing a new version of this form.



How do I refund someone who accidentally submitted the form twice?

Unfortunately, OpenForms has no control over mistaken payments. If you need to refund someone, contact your payment gateway.

How can I create an ongoing payment via a form?

By design, OpenForms does not store any of your respondents' financial data. Instead, all transactions handled in OpenForms are processed through payment gateways. This means that OpenForms cannot process ongoing payments, such as subscriptions. If your organization needs to handle ongoing payments, talk to your IT team about how to set these up as part of your post-submission process. 

Can I use OpenForms to collect and store credit/debit card data?

No, OpenForms cannot be used to collect and/or store credit/debit card details from your respondents. To continue to provide your organization with a PCI-DSS compliant environment, OpenForms only facilitates financial transactions through payment gateways. This means we don't allow storage of cardholder or sensitive authentication details in response data.

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