Use payment form to sell your products, services, accept charity donations and more.
Collect payments from your clients via Credit Card, Google Pay or Apple Pay.
You can setup three different types of Payment Form:
1. Auto Calculate price based on Product/Services selected by the client
2. Fixed price setup by you (Admin)
3. Client specifies amount to pay (e.g. Amount based on invoice received, charity donations and more)
We use a system called Stripe, that lets you take payments safely and securely.
1. Create a Stripe account (only if you don’t already have one)
A Stripe account is free. You need a valid email address, and a bank account linked to an address.
Fees
Formly never charges extra transaction fees for receiving payments though your forms, so you’ll only have to pay Stripe fees.
Find out more about Stripe fees
2. Calculator - It allows you to add price to your products, services and more.
You can design your Payment Form by combining Calculator and Payment question.
Example:
Product: Shirt ($10), Trouser ($20), Suit ($50)
Delivery: Standard delivery ($5), Express delivery ($10)
Image Choice - Auto calculation in Question settings
If Auto calculation ON - then Author DO NOT need to specify Quantity in the Calculator.
If respondent selects “Shirt” then add “10” to Calculator.
So in above example, “10” is a unit price. So if respondent selects “3” in quantity then automatically (10*3 =30) - “30” will be added to Calculator.
If respondent selects “Standard Delivery” then add “5” to Calculator.
If respondent selects “Express Delivery” then add “10” to Calculator.
If Auto calculation OFF - then Author needs to specify Quantity in the Calculator
If respondent selects “Shirt” and Quantity “1” then add “10” to Calculator
If respondent selects “Shirt” and Quantity “2” then add “18” to Calculator
If respondent selects “Shirt” and Quantity “3” then add “25” to Calculator
If respondent selects “Standard Delivery” then add “2” to Calculator
If respondent selects “Express Delivery” then add “5” to Calculator
NOTE – Quantity option is only available in Image Choice question type.
More information about how to use Calculator feature
3. Choose Payment question type from the questions menu.
Note - Payment question is always the last question in the form
4. Recall Information
Now you can type in the text (order summary etc) you want. If you want to show the final price, you can do that by typing @ and choosing Price from the Recall information menu.
5. Connect to Stripe
In the Question Settings menu, you'll see a button that says Connect with Stripe. Click this.
This will open a new tab in your browser, where you can sign in to an existing Stripe account (step#1). Once you’ve done this correctly, you will see below success message then click on Close and you’ll be returned to Formly.
Refresh the page and you will see your Stripe account successfully connected with Formly.
Tip! - You can connect multipe Stripe account with Formly and select the one, which you want to connect with the specific form.
6. Currencies
Under Payment currency, choose the currency you want your clients to pay.
Note - You can also specify minimum order value to submit the form.
Currencies supported - USD US Dollars, GBP Sterling, INR Indian Rupees, EUR Euros, AUD Australian Dollars, ,NZD New Zealand Dollars, CAD Canadian Dollars, CHF Swiss Francs, NOK Norwegian Krone, SEK Swedish Krona, DKK Danish Krone, MXN Mexican Peso, BRL Brasilian Real, HKD Hong Kong Dollars, SGD Singapore Dollars and JPY Japanese Yen.
7. Notification
Setup notification to send order summary/payment confirmation to your clients.
You can also Recall values in Notification message by typing @ and choosing Price etc from the Recall information menu.
Note – Unsuccessful payment notification are automatically sent from System to all email addresses specified in the Notification panel.
See more details - How to setup email notifications (including response PDF)
8. Test Stripe payments
If you want to test your payment form, you can change the Calculator value to something small ($1), and then make a payment to yourself.
Formly does not hold or deal with your payment details. If a payment has been rejected or cancelled, please contact Stripe support here
9. Payment questions and Results
Credit card data entered into the Payment question is not stored by Formly or available in Results.
Only Price and Payment Status (Successful/Unsuccessful) is available in Results.
