Payment Options | Set Up Payment Field - Zoho Forms

How to set up a Payment field


1. Add a Payment field from the Advanced Fields to your form.
2. In the Payment Settings pop-up, enter a label for the Payment field.

Payment Settings

3. To make the Payment field mandatory, select Mandatory.
4. Choose one of the two Payment Processing Methods: 
  1. Zoho Forms' Integrated Gateways

To configure Zoho Forms' Integrated Gateways and add payment details, 

1. Click Configure to proceed.

Click Configure

2. In Payment Gateway pop-up,  select the third party merchant from the following list to receive payments: 
  1. PayPal Standard
  2. PayPal Checkout
  3. Stripe
  4. Stripe Checkout
  5. 2Checkout
  6. Razorpay
  7. Authorize.Net
  8. Paytm
  9. Instamojo
  10. PayTabs
  11. Square
  12. Paystack
  13. Midtrans


3. Select the Payment Type to either be Fixed Amount or Modifiable Amount:

Payment Type

Fixed Amount

If you are looking to collect a fixed amount that cannot be modified by your respondents, choose Fixed Amount as the payment type. For example, if you want to collect a registration fee for your workshop/event, you can choose this payment type to collect a fixed fee that cannot be modified in the live form. You can either enter the fixed amount or auto-fill the amount from a form field.

Event Registration form with fixed amount to be paid

Modifiable Amount

If you are looking to collect payments that are not fixed, choose Modifiable Amount to allow your respondents to modify the payment amount. For example, if you wish to collect donations, you can choose this payment type to let your respondents donate an amount of their choice by modifying any specified amount. You can either enter the modifiable amount or autofill the amount from a form field. 

Donation form with modifiable payment amount

If you choose to enter an amount range, 

1. Enter a minimum amount that your respondents must pay under Min. Amount. This is mandatory to ensure that the amount cannot be modified to 0 by the respondents. 
2. If you wish to set a limit on the maximum amount that your respondents can pay, enter the Max. Amount. Setting a maximum limit for the payment amount will prevent any unintentional large payments.
3. You can also enter a Default Amount that will be displayed to the respondents when the form loads initially, as well as when you switch merchants in the live form. By specifying a default amount, you may probably receive payments as specified. Respondents can, however, overwrite the default amount displayed and enter an amount of their choice within the set minimum and maximum range.


If you choose to autofill the modifiable amount from a form field, 

1. Select a form field from the drop-down. The field responses will be used to autofill the payment amount. The respondents can overwrite the auto-filled amount in the live form and enter a value of their choice.
2. If you wish to set a limit on the minimum and maximum amount that the respondents can pay, select Set Range and enter the minimum and maximum values. Setting a range for the payment amount will ensure that you do not receive payments that are too low or too high.
3. You can also enter a Default Amount that will be displayed to your respondents if the chosen form field to autofill the amount is empty when the form loads initially or when you switch merchants.
4. You can use the Autofill from Form Fields option when you want to use the field responses to pre-fill the payment amount. For example, in an order form, you can charge your customer based on the product they choose from a dropdown list.

Supported Field Types to Autofill Payment fields

Number, Decimal, Currency, Slider, and Rating can be used to autofill the Payment Amount. You can also use Radio, Checkbox, Multiple Choice, Dropdown, and Image Choice fields if you have assigned values to these fields. 


4. Y
ou can configure multiple payment gateways to let your respondents choose from and make payment as shown by clicking + Add Merchant. This lets your respondents pay using a provider they already use, or are at least familiar with. This way, you can cut down any drop-off at the checkout!

Configure multiple payment gateways

5. You can also rearrange the payment gateways by clicking the Rearrange link.

Rearrange payment gateways

6. Click Done. The Payment field will be displayed in the live form as shown below. 

             Multiple payment Gateways 
  1. Zoho Checkout's Payment Gateways

To configure Zoho Checkout's Payment Gateways and add payment details, 

1. Click Configure to proceed.

Click Configure

2. Select the Payment Type - either fixed amount or modifiable amount and then choose the organization to proceed. You must have already configured the Zoho Checkout organization and connected it with the payment gateways in Control Panel to view it here. If not, refer to the steps here to configure.

Zoho Checkout Payment Gateway Configuration

3. Upon selecting the organization, pre-configured payment gateways linked to that organization will be listed.

List of payment gateways

Note: To use any payment gateways configured via Zoho Marketplace for your payments, choose the option - Select all payment gateways set up in your organization.
Notes

4. You can either enable only specific payment gateways by clicking the Select Manually option or select all payment gateways configured in your organization.

Select all payments

5. Select the payment Currency that aligns with the business’s operational region.
Info
In live transactions, if you have enabled the option to select all payment gateways set up in your organization, the system automatically determines the most suitable payment gateway based on the chosen currency and configured settings. 
For example, if you select AED (United Arab Emirates Dirham), only gateways that support AED will be available for carrying out transactions. If Stripe does not support AED, Zoho Checkout will exclude it and select another suitable gateway, such as PayTabs or 2Checkout.

Note
Notes
1. Location and currency should be chosen according to the region where the business operates.
2. Based on the selected location and currency, Zoho Checkout maps a fixed set of payment gateways. 
3. Payment gateways must be configured in Zoho Checkout, as only the mapped gateways will be listed in Zoho Forms.

5. Enter the Payment Amount (Fixed Value or Auto-fill from a field) and Customer Information

Payment Amount


Once the payment processing method is successfully configured, it will be marked as the default one. It can be changed later if required. 

Default payment processing method

Note
Notes- Field length limits for customer information: First Name, Last Name, and Email – up to 100 characters each; Website – up to 225 characters.
- To change the default payment processing method, click Set as Default Payment. Both methods cannot be used simultaneously.
- From the payment field properties, you can configure, edit and delete the payment processing methods and the available payment gateways.  

Workflow

5. Under Workflow, you can choose to trigger the following actions only on successful payment with Payment Status as Completed, or COMPLETED :
  1. Approval processes
  2. Email notifications
  3. Rules configured for assigning tasks and sending emails
  4. Integrations 

Workflow

For example, if you have a subscription form, and you have configured to trigger an email notification to your subscribers, selecting the Workflow option will send emails only if their payment has been successful.
Similarly, order confirmation emails from your order form, or sending customer/transaction information to your CRM (if you've integrated your CRM with Zoho Forms), will only happen on successful payment transaction.


Default Payment Gateway




Note

Notes- Field length limits for customer information: First Name, Last Name, and Email – up to 100 characters each; Website – up to 225 characters. 
-The above actions will not be triggered if the Payment Status is Processing, Failed, Processing not needed, CREATED, or Card Declined.
-If you have enabled the Workflow option, form attachments will be stored in the configured cloud service under Manage Form Attachments only after the payment is successfully processed.
- For any form with a payment field, upon submission, a form entry is recorded with payment status as Processing. The form will be redirect to payment gateway, and upon successful payment, the status will be updated as Completed. 
- If a payment fails, the status will not be automatically updated. The payment status must be refreshed manually to reflect the correct status (Failed or still Processing). 
    Click Save.

    Info
    When configuring payment gateways, sensitive information like secret keys and tokens are encrypted before they are stored in our database and are never exposed to other third party apps.
    Refer to the FAQs on Payment field.




        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            Zoho CRM Training Programs

            Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

            Zoho CRM Training
              Redefine the way you work
              with Zoho Workplace

                Zoho DataPrep Personalized Demo

                If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

                Zoho CRM Training

                  Create, share, and deliver

                  beautiful slides from anywhere.

                  Get Started Now


                    Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                    BOOK A SESSION







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit
                                Intake FormsLegalMobile App
                                Form DesignerHRMobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsEncrypted Forms

                                Secure Forms

                                WCAG

                                        Create. Review. Publish.

                                        Write, edit, collaborate on, and publish documents to different content management platforms.

                                        Get Started Now






                                                          You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                              Manage your brands on social media


                                                                • Desk Community Learning Series


                                                                • Digest


                                                                • Functions


                                                                • Meetups


                                                                • Kbase


                                                                • Resources


                                                                • Glossary


                                                                • Desk Marketplace


                                                                • MVP Corner


                                                                • Word of the Day


                                                                • Ask the Experts


                                                                  Zoho Sheet Resources

                                                                   

                                                                      Zoho Forms Resources


                                                                        Secure your business
                                                                        communication with Zoho Mail


                                                                        Mail on the move with
                                                                        Zoho Mail mobile application

                                                                          Stay on top of your schedule
                                                                          at all times


                                                                          Carry your calendar with you
                                                                          Anytime, anywhere




                                                                                Zoho Sign Resources

                                                                                  Sign, Paperless!

                                                                                  Sign and send business documents on the go!

                                                                                  Get Started Now




                                                                                          Zoho TeamInbox Resources





                                                                                                    Zoho DataPrep Demo

                                                                                                    Get a personalized demo or POC

                                                                                                    REGISTER NOW


                                                                                                      Design. Discuss. Deliver.

                                                                                                      Create visually engaging stories with Zoho Show.

                                                                                                      Get Started Now









                                                                                                                          • Related Articles

                                                                                                                          • How to set up Zoho Checkout's Payment Gateway

                                                                                                                            To set up Zoho Checkout's Payment Gateway, 1. Navigate to Control Panel > Developer space > Zoho Checkout Integration . 2. Click Create / connect Organization. If you have already created organizations in Zoho Checkout, you can map them here or ...
                                                                                                                          • Payment

                                                                                                                            An online payment form is a digital document that you can use to collect payment information from customers over the internet. Online payment forms offer a fast, convenient, and secure way for businesses to collect payments from customers. With Zoho ...
                                                                                                                          • How to use the Formula field and auto-populate the calculated value in the Payment field?

                                                                                                                            Money is a tricky thing. It has the potential to alter the course of any alliance, particularly one involving payments. Seller- buyer relationships can quickly become a hassle if the money flow is not error-free. And like always, Zoho Forms is here ...
                                                                                                                          • How to use a default value of amount to collect payments?

                                                                                                                            Let's all agree!! Online forms make everything hassle-free in business. You can gather any information you need from your customers and Zoho Forms is here to make the process much easier. With Zoho Forms, you can collect payments from customers using ...
                                                                                                                          • Overview

                                                                                                                            An online payment form is a digital document that you can use to collect payment information from customers over the internet. Online payment forms offer a fast, convenient, and secure way for businesses to collect payments from customers. With Zoho ...
                                                                                                                            Wherever you are is as good as
                                                                                                                            your workplace

                                                                                                                              Resources

                                                                                                                              Videos

                                                                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                              eBooks

                                                                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                              Webinars

                                                                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                              CRM Tips

                                                                                                                              Make the most of Zoho CRM with these useful tips.



                                                                                                                                Zoho Show Resources