Create a Payment Form


Creating a payment form is one of the first things a merchant will typically do after completing onboarding. You can use our Advanced Builder which is an easy to use drag-and-drop tool for creating beautiful payment forms without any technical resources.


You can also use the simple step-by-step workflow builder and create a payment form from scratch using the Standard Payment form or one of the pre-built payment forms for common use case:

  • Event
  • Fundraiser
  • Invoice
  • Membership
  • Sweepstake

To create a Standard Payment Form, please follow these simple steps.

  1. Click Payment Forms in the main menu on the left
  2. Click the Create Payment Form button on the top right
  3. Follow the on screen instructions and fill out the required information

To use one of the Pre-Built Form templates, please follow these simple steps.

  1. Click the + icon in the main menu on the left
  2. This opens a side panel on the right from which you can select your pre-built payment form type
  3. Select your desired pre-built payment form and follow the on screen instructions

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