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.
   
   
   
3. To make the Payment field mandatory, select Mandatory.
   
4. Choose a Payment Type
   1. One-time: A single, immediate transaction on submission.
   2. Recurring: For ongoing subscription payments.
      Note: Recurring payments can currently be configured only for Stripe Checkout via Zoho Forms' Integrated Gateways.
5. Select a Payment Processing Methods: 
   
   1. If One-time is selected, choose between the following processing methods:
   1. Zoho Forms' Integrated Gateways
      
   2. Zoho Checkout's Payment Gateways
   2. If Recurring is selected, the system will automatically default to Stripe Checkout in Zoho Forms' Integrated Gateways, as this is the only method that currently supports recurring payment. 
      
6. Under Workflow, you can choose to trigger the following actions only on successful payment with Payment Status as Completed, or COMPLETED :

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.

Note: For Recurring payment the workflow will be triggered only once on the initial successful subscription. Not on every recurring payment.

 Notes: 

1. Field length limits for customer information: First Name, Last Name, and Email – up to 100 characters each; Website – up to 225 characters. 
   
2. The above actions will not be triggered if the Payment Status is Processing, Failed, Processing not needed, CREATED, or Card Declined.
   
3. 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.
   
4. 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.
   
5. 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). 

 7. Click Done.

 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.

Payment Type

One-time Payment

Recurring Payment

Note: Recurring payments can currently be configured only for Stripe Checkout. 

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

1. Click Configure to proceed

   . 
   

   
   
   
2. In the 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 Amount Type to either be Fixed Amount or Modifiable Amount:
   
   

   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.
   
   

   

   
   

   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. 
   
   

   

   
   

   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. You can hide your payment gateway's logo by enabling Hide Payment Logo if a single, mandatory payment service is configured.
   
   Note: This feature to hide the payment gateway's logo is not supported for Zoho Checkout's Payment Gateways.
5. You 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!
   
   
6. You can also rearrange the payment gateways by clicking the Rearrange link.
   
   
7.  Click Done. The Payment field will be displayed in the live form as shown below. 
   
   
   

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

1. Click Configure to proceed.
   
   
   
   
   
   
2. Select the Payment Type, either fixed amount or modifiable amount, then choose the organization to proceed. You must have already configured the Zoho Checkout organization and connected it with the payment gateways in the Control Panel to view it here. If not, refer to the steps here to configure.
   
   
   
   Upon selecting the organization, pre-configured payment gateways linked to that organization will be listed.
   
   
   
   
   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.
   

   
   
3. You can either enable only specific payment gateways by clicking the Select Manually option, or choose Select all payment gateways configured in your organization.
   
   
4. Select the payment Currency that aligns with the business’s operational region.
   
   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.
   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. 
   
   
   
   
   

   
   

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

Note: 

1. Field length limits for customer information: First Name, Last Name, and Email – up to 100 characters each; Website – up to 225 characters.
   

1. To change the default payment processing method, click Set as Default Payment. Both methods cannot be used simultaneously.
   

1. From the payment field properties, you can configure, edit, and delete the payment processing methods and the available payment gateways.