Accept and process payments with Zoho Forms

We’re going to be covering a very important topic in this post: money. Specifically, how to use Zoho Forms to collect the money you’re owed. Whether you’re running an e-commerce business or a nonprofit, you can collect payments or accept donations right in your online forms. You just have to get familiar with the Payment field.

The Payment field is a great way to use your forms to turn orders into hassle-free payments. Combine it with the Formula field, and you’ve got yourself an order form that calculates your total and collects the money for you.

Start by adding the Payment field to your form. When the Payment Settings pop-up appears:

  • Enter a field label for the Payment field.
  • Choose whether to make the Payment field mandatory.
  • Choose a Fixed or Varied Amount payment type

Fixed payment means that you decide the payment amount (for instance, for a workshop registration fee). A Varied Amount payment means that your respondents can decide how much they want to pay (for instance, a voluntary donation). If you choose Varied Amount, you can specify the Minimum Value that must be paid. If you choose Fixed, you can use a Formula field to calculate the payment amount based on the order contents.

Now that you’ve chosen how much to be paid, it’s time to choose how to get paid. Let’s take a look at how to set up your payment gateway so you can get your hands on your dough.

Zoho Forms offers integrations with four merchants for processing your transactions:

Choose just one or all of them —it’s up to you. You can configure payment settings for all four merchants if you want to allow your customers to pay through the payment merchant of their choice. People like choices, especially when it comes to money, so why hold back? 

Choose a merchant from the Payment Gateway dropdown.  For multiple payment options, click Add Merchant and select another gateway.  After this, each merchant has its own setup process:

PayPal

If you’ve selected PayPal, enter your Account Name, Payment Amount, currency, and whether you’re in Sandbox mode.

Stripe

For Stripe, just enter your Publishable and Private keys, currency and Payment Amount. 

2Checkout

If 2Checkout is your chosen merchant, enter your Account Number, Secret Word, Payment Amount, and Currency.

Razorpay

If your go-to choice of currency is INR then you’d like to integrate with Razorpay.

Just enter your Key ID and Key Secret, specify the Payment Amount.

 That’s it! Now that you can set up payments like a pro, start creating those forms and raking in that money.

 May your cash registers always be ringing!


Zoho Forms is a leading online form builder that lets you create forms, collect and process payments and automate workflows effortlessly.

8 Replies to “Accept and process payments with Zoho Forms”

  1. Hi, can you help me understand the flow if I am an Indian company accepting payments from Indian and international customers?

    I want to use only one payment gateway to:
    1. Show currency and amount in INR when being accessed from India
    2. Show currency and amount in USD/ EUR/ SGD/ AUD when being accessed from those regions or countries
    3. Follow 2-step or 1-step authentication based on the country (i.e. Indian users have to enter OTP, US customers just enter credit card details)

  2. Stripe supports more payment types than just CC. (Like IDeal, which is crucial for the Dutch market)
    How can i start using that or do i have to have a custom API built?

  3. Does this support multi currencies? Or can I change it based on the individual form settings?

    1. Hello Ethan, we do support multiple currencies in the same form. You can do this by configuring a different currency for each merchant in a single form. For example, USD for Paypal and EUR for Stripe. Hope this helps.

  4. Very good news!!!
    Anugraha s, it would be great to complement the publication with a functional example, which serves as a guide and favors the rapid incorporation of this feature within our solutions.

    Many successes…

    1. Thank you for your feedback Christian. We have made a note of it and will be working on bringing out a guide that suits your need.

    1. Hello Prithivi, glad you appreciate this feature. We do allow free users to collect upto 10 payments. If you are on any one of our paid plans you can accept payments depending on the number of submissions available for your plan. Please refer https://www.zoho.com/forms/pricing.html for that.

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