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.
- Click Payment Forms in the main menu on the left
- Click the Create Payment Form button on the top right
- 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.
- Click the + icon in the main menu on the left
- This opens a side panel on the right from which you can select your pre-built payment form type
- Select your desired pre-built payment form and follow the on screen instructions
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