Who This Is For / When to Use
Use the Payment element when you want to:
Sell products or services directly from a form or survey
Collect payments without redirecting users to another checkout page
Add one-step order forms to funnels
Trigger automations after successful payments
Accessing the Payment Element
Go to Sites > Forms.
Click Add Form or open an existing form.
In the form builder, locate Payments in the left panel.
Choose Sell Products or Collect Payment.
Adding the Payment Element to a Form
Drag Sell Products or Collect Payment into the form.
Drop the element where you want the payment section to appear.
Configuring Payment Settings
After adding the Payment element, configure it from the right-side panel.
Payment Type Options
Sell Products – Charge for predefined products
Collect Payment – Collect a custom amount entered by the user
You must add at least one product when using Sell Products.
Adding Products to the Payment Element
Click Add Product.
Select an existing product or click Create a product.
Choose what to display:
Product description
Product image
Quantity selector
Click Add Product to confirm.
Displaying Multiple Products
You can add multiple products to a single form.
Products appear as selectable cards
Each product shows pricing and variants
Customers can select quantities when enabled
Maximum supported products per form: 20
Product Variants and Options
If a product includes variants (such as size or color):
Variants are displayed directly in the form
Customers must select required variants before checkout
Layout Settings
Control how products appear in the form.
Available layouts:
Single column
Two column
Three column
Layout settings apply only to the Payment element.
Taxes and Order Summary
When taxes are configured on the product:
Taxes are calculated automatically
Order summary shows subtotal, tax, and total
Recurring Products and Subscriptions
You can sell subscription-based products through forms.
How it works:
Create a recurring product from Payments.
Return to the form builder.
Add the Payment element.
Select the recurring product.
Recurring billing is handled automatically after submission.
Form Submission and Payment Status
After submission:
Payment status is recorded with the submission
Amount paid is visible in submission details
Order details are stored with the contact record
Email Notifications
You can notify users and internal teams about payments.
Available notification options:
Admin email notification
User auto-responder
Payment amount and status are included in emails.
Using Payments in Funnels
Forms with Payment elements can be added to funnels.
Common use cases:
One-step order forms
Paid lead forms
Event registrations
Workflow Automation
Use payment-based triggers to automate actions.
Available trigger:
Payment received
Example automations:
Send confirmation emails
Grant access to memberships
Update opportunity stages
Important Notes
Inventory limits are respected during checkout
Products must exist before they can be added to a form
Refunds are handled through the payment processor
Payment element requires an active payment connection
FAQ
Can I add multiple products to one form?
Yes. You can add up to 20 products to a single form.
Does the Payment element support inventory management?
Yes. Inventory settings are enforced during checkout to prevent overselling.
Are refunds handled inside the form?
No. Refunds are managed directly through your connected payment processor.
Can I automate actions after a payment is received?
Yes. Use the Payment received workflow trigger to automate follow-up actions.
Can I sell subscriptions using forms?
Yes. Create a recurring product first, then select it when configuring the Payment element.