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Introduction to payment

Build secure order forms, event registrations, and more in just minutes. Manage every step of the process without ever leaving Cognito Forms. Get details on your transactions, make changes to your orders or even issue refunds in just a few clicks.

1. Creating your payment form

2. Processing payment

3. Managing entries with payment


Creating your payment form

Choice fields
Assign prices, track quantities, and calculate charges using options from a drop-down menu, radio buttons or checkboxes.

Yes/No field
Charge users fees for additional options using the Yes/No field type.

Currency field
Allow users to specify the amount they would like to be charged, such as for donations.

Price field
Use the Price field to create calculations that result in a charge, like additional quantities.

Processing payment

Cognito Forms are processed by PayPalStripe, and Square. You will be required to have an account in good standing in order to collect and process payments.

PayPal, Stripe, and Square all offer a highly competitive 2.9% + $0.30 on all transactions in USD. On Stripe, there is an additional 1% charge from Cognito Forms for those on the Individual or Pro plans. These processing fees can be passed on to the individual filling out the form, unless your form's payment currency does not match the currency of your Stripe account.

Managing entries with payment

All payments can be managed within the “Entries” section of your Cognito Form. You can see entry details, refund payments, and even collect cash payments without ever leaving Cognito Forms. Any modifications made, such as refunding, will be automatically reflected within the connected PayPal/Stripe/Square account, and modifications made within PayPal/Stripe/Square will be reflected within Cognito Forms.

 
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