The Payment field allows you to collect payments directly through your forms — perfect for enrollments, bookings, registrations, donations, and more. Payments are processed securely through our integration with Stripe.
Step 1: Set Up Your Merchant Account
To start accepting payments, you need to connect your IndyForms account to Stripe.
How to get started:
Go to the Merchant Centre from the main sidebar.
Click Setup Merchant.
Select Add Information to begin onboarding via Stripe.
Log in with your Stripe account (or create one).
Complete all required business and banking details, including:
Business type and structure
Legal and trading names
Business ownership and representative details
Bank account for payouts
Once done, click Confirm.
✅ When complete, your account will show Merchant Payments Active in the Merchant Centre.
🔒 IndyForms does not store card data. All payments are securely processed through Stripe.
Step 2: Add a Payment Field to Your Form
Once your Stripe account is linked, you can add a Payment field to any form:
Go to the Form Builder and select to create or edit a form design.
In the field list, scroll to Payment Fields.
Drag in the Payment field.
Set your payment type (e.g. $200.00 AUD).
Payment Field Settings & Options
When you add a Payment field to your form, you can customise how it behaves using the settings panel on the right.
Here’s what each option does:
Option | Description |
Description | Text shown below the field label — explain what the payment is for. |
Amount | Enter a fixed price, e.g. 200.00. Leave blank if using a calculated value. |
Accept Any Amount | Allows the respondent to enter their own amount (e.g. for donations). |
Currency | Select from dozens of supported currencies — AUD, USD, EUR, etc. |
Payment Required | Makes payment mandatory to complete the form. |
Show Time Entered | Logs the date when the field was filled in. |
Show User Last Edited | Displays which user last edited the field. |
Summary Page Settings (Optional)
Option | Description |
Filterable | Let you filter submissions in the form. |
Display in List | Shows this payment field in the summary record table view (highly recommended). |
Edit in List | Allows team members to manually update the field from the submission list (rarely needed for payment fields). |
Example Configurations
Fixed Amount (Required)
Amount: 200.00
Accept Any Amount: ❌
Payment Required: ✅
Used for things like enrolment fees or event tickets.
Open Payment (Donation)
Amount: leave blank
Accept Any Amount: ✅
Let the respondent enter their own amount.
Step 3: Respondents Pay via the Form
When someone completes your form, they’ll see:
The amount to pay
A Pay Now button
Clicking the button opens a secure Stripe checkout window where they enter:
Card details
Email address
Country/region
Once the payment is successful:
The field updates to show Completed
The status is saved with the form record submission
Step 4: Track Payments in Form Records
All Payment field data is automatically saved with each form submission and can be reviewed in the Form Records view (table).
To ensure the payment information appears in the record list:
Make sure the ‘Display in List’ option is selected in the Payment field’s Summary Page Settings.
Once enabled, you’ll see the payment field updated in real time — including statuses like Completed, Processing, Submitted, or Not Paid.
You can also:
Export all submissions (including payment data) using the Export button
View or filter records (if Filterable is enabled)
Tip: Use this view to quickly spot unpaid entries or follow up on processing payments.
Step 5: View & Manage Payments in Merchant Centre
To view all payments in one place:
Open the Merchant Centre
Go to the Payments tab
You’ll see a list of all received payments, including:
Date received
Status (e.g. Succeeded)
Payer email
Amount
Export option (CSV)
Click into Any Payment for Full Details
Clicking on a payment opens a full breakdown including:
Stripe processing fee and net amount
Card type, country, and expiry
Payer name and email
CVC check result
Full payment timeline
Refund button
You can issue a full refund with one click.
🎉 You’re Ready to Accept Payments!
With the Payment field enabled and your merchant account active, you can now:
✅ Accept secure payments directly through your forms
📌 Track status per submission
📥 View and export full payment records
💳 Issue refunds if needed — all from one place
Frequently Asked Questions (FAQs)
Q. Do I need a Stripe account to accept payments?
A. Yes. IndyForms uses Stripe to securely process payments. You’ll set this up once via the Merchant Centre, and your account stays connected across all forms.
Q. Is there a setup fee or ongoing cost?
A. There’s no charge from IndyForms to use the Payment field. Stripe applies standard transaction fees per payment.
Q. Can I collect payments in different currencies?
A. Yes — the Payment field allows you to choose from a wide range of currencies (AUD, USD, EUR, etc.). Make sure the selected currency matches your Stripe account setup.
Q. How can I track who’s paid?
A. You can view payment status in two places:
Form Records: Each submission shows payment status (Completed, Not Paid, or Overdue).
Merchant Centre > Payments: See all payment activity across all forms, with full details and export options.
Q. Can I issue refunds?
A. Yes. Click into any payment in the Merchant Centre and select Send Refund. The refund will be processed via Stripe, and the payer will be notified automatically.
Q. Can users choose how much to pay?
A. Yes — enable the Accept Any Amount option on the Payment field. This is useful for donations or variable payments.
Q. Can I make payment optional on a form?
A. Yes. If Payment Required is not checked, users can submit the form without paying. Combine this with conditional logic for advanced flows.
Q. What happens if someone starts the form but doesn’t pay?
A. The form can still be submitted (unless payment is marked as required). The submission will be marked as Not Paid, and you can follow up as needed.
Q. Can I create multiple Payment fields in one form?
A. Yes — you can include multiple Payment fields to collect different types of payments (e.g. registration + optional add-ons).
Q. Do I get notified when a payment is made?
A. Yes. Stripe sends a confirmation to the payer and can notify you depending on your account settings. Form submissions in IndyForms also update in real-time, as long as you've set up notifications to be sent when a form is submitted. Learn how to set up form notifications here.
💡 Tips for Using Payments in IndyForms
Use a Clear Label
Name your Payment field specifically (e.g. “Registration Fee”, “Deposit”, “Enrolment Payment”) so users understand what they’re paying for.
Add Instructions with the Description Field
Use the field description to explain amounts, refund policies, or deadlines (e.g. “Payment secures your place. Non-refundable.”)
Follow Up on “Not Paid” Submissions
Use the form record table to identify unpaid submissions and re-send links or reminders as needed.
Use Conditional Logic
Show or hide Payment fields based on responses (e.g. “Would you like to add priority support?” → display extra charge).
Combine with Due Dates
Track late payments by including a due date on the form, flagging responses that are both unpaid and overdue.
Use Currency Consistently
Set the Payment field to match your Stripe account’s currency to avoid any issues with payouts or conversions.