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Connecting your account

When you first add a field that collects payment, or click “Payment: Add Account” in the footer, a box will appear that introduces you to our payment account options, PayPal, Stripe, and Square.

When selecting a payment processor, you’ll be taken to a new window where you can register for a new PayPal/Stripe/Square account or connect your existing account. All of your information must be valid and correct, as PayPal/Stripe/Square will verify your identity (and if you are representing an organization, the identity of the organization), to ensure you are collecting payment for legitimate reasons.

On PayPal and Square, it is necessary to have your debit/credit card information connected with your account in order to send or receive payments. You do not have to provide a credit card to register with Stripe (or Cognito Forms) to enable payment, as the processing fees are simply taken out of processed payments.  However, you will have to specify bank account information so that Stripe can deposit money from your form into your account.

1. Connecting to PayPal

2. Connecting to Stripe

3. Connecting to Square


Connecting to PayPal

Note: You must have either a Premier or Business PayPal account in order to accept payments through both PayPal and by credit card. If you have a Personal account, your customers only have the option to pay with PayPal.

  • Select the Payment option from the green bar at the bottom of the form builder, and then select Add Payment Account from the Payment Settings menu.
  • Select PayPal from the list of payment accounts.

  • Next, enter your email address to either sign up or log in to your existing account.

  • If you're signing up for a new account, you'll be taken to a page where you can enter your login info and business contact information. Select "Agree and Continue" once you are done.

  • Then, enter some basic information about your business.

  • Provide some personal information to help verify your identity.

  • And you're finished! Make sure to confirm your email by following the instructions PayPal sent to your email account. Click "Go back to Cognito LLC" to head back over to your Cognito Forms account.

  • Once back in your Cognito Forms account, you will see a dialog box confirming that your form is connected to PayPal.

Connecting to Stripe

  • Select the Payment option from the green bar at the bottom of the form builder, and then select Add Payment Account from the Payment Settings menu.
  • Select Stripe from the list of payment accounts.

  • To start this process, you will be taken over to Stripe's website. Here, you can either sign in with your existing Stripe account, or sign up for a new Stripe account. If you have a Stripe account, go ahead and sign in using the link in the top right corner. If you do not have a Stripe account, you can go through the sign up process.

  • You will notice that you have some information to fill out; some of this will already be filled in based on your Cognito Forms information. You will want to make sure that your County is correct. You will also have to tell Stripe a little about your business to verify that your business is real.

  • Next you will need to set up your account details; this will go into what kind of business type you are, if you have a business number (Tax ID), your business address, and your business website. 

  • The next section is about you, or the business owner. Stripe is just trying to make sure that you are related to the business and that you can make decisions for the business.

  • Next will be the information for the credit card statement, the business's name, and phone number.

  • The next section is an important one: if you will be collecting money from your users, you'll need to input your bank information.

  • The last thing you will need to do is create the email address and password you will be logging into your Stripe account with. This is up to you and can be different than what you have for your Cognito Account. 

  • Once you're finished, just click 'Authorize access to this account'; this will link your Cognito Forms account to your newly created Stripe account. You will also be directed back to Cognito Forms, where your Stripe account will appear as connected. All you have to do now is click Save and publish your form!

Connecting to Square

  • Select the Payment option from the green bar at the bottom of the form builder, and then select Add Payment Account from the Payment Settings menu.
  • Select Square from the list of payment accounts.

  • Next, you'll be redirected to Square. Here, you can either sign in with your existing account, or sign up for a new account. If you have a Square account, go ahead and sign in. If you do not have a Square account, you can go through the sign up process.

  • Once you've either signed into your account or created a new one, you'll be taken back to Cognito Forms, where you can confirm the location of your Square account:

  • Your account will now be listed in the Payment Accounts dialog. Save your changes, and you're done!

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