In this article

Online Payment Forms & Payment Experience

In this article, you’ll learn how to customize online payment and intake forms to set and collect the information you want your clients fill out when they pay online.

Online payment form

Once a client clicks on Make a Payment, they will be asked to fill out a payment form, like the one shown here:


Here’s how to generate a payment link:

Step 1: Go to Online Presence > Client Portal > Create Direct Links

Step 2: 
Select the Pay action, as shown here:

Step 3: In the above popup screen, you have two options:

  • Fill out an exact service, item & amount.
  • Leave blank for your clients to fill out when they submit their payment.

Once you’ve sent the link, here’s the payment form your client will see. In this example, the business has chosen to specify an item and amount:


Learn more: To learn how to send a direct payment link, visit the Getting Paid Online article. 
For example: If you are in healthcare, you may want to ask clients to fill out their insurance number at the time of payment.
Note: New clients will always be asked to fill out their basic contact info, such as name, email and phone.

Payment intake form

If you want to customize the intake form your clients will see when they submit a payment, follow these steps:

Step 1: Go to Settings > Client Card

Step 2:
Navigate to Intake Forms and select the Payment Form. See below:

Step 3: Add, edit, remove or reorder the Client Fields on the form to get the information you need.

  • Payment Policy: Use this field if you want to include any information that you want clients to read before submitting their payment (for example, payment terms & conditions).
Note: For your convenience, the information your client fills out on your payment intake form, as with all intake forms, will also be saved to their Client Card.
Note: By default, new clients will also be asked to fill out their contact information, such as name, email, and phone. For your convenience, this information is stored in their Client Card so that you never lose a lead or any important contact information.

Payment experience: client-side

1. If your client is paying through a direct payment link, they will be asked to fill out the online payment form.

2. If your client is paying from an electronic invoice sent by email, or from their
Client Portal personal account (under Payments), they will be directed to pay for an exact service / item and amount they have pending.

In both cases, your clients will be directed to choose their payment method, based on the payment processing options you’ve selected.

Important:Your account does not store or process funds in any way. Payments are simply funneled through your chosen payment gateway.
Learn more: To learn more about your payment processing options, visit the Accepting Online Payments article.

Payment experience: business-side

1. Payment notifications:

When a client completes a payment, you will be notified based on your notification settings.

To view or change your payment notification settings simply go to
Settings > Staff. Then, select yourself or a staff member, and navigate to Notifications.

From there, you can choose to receive an email only, or to be notified via both email and text message.

2. Tracking payments:

You can view all your incoming payments at once under
Payments > Payments Received. Filter by Payment Source - Paid Online to view only the payments which were submitted online.

Important: Your account does not store or process funds in any way. Payments are simply funneled through your chosen payment gateway.
Learn more: To learn more about tracking payments and how to manage overdue and late payments, visit the Managing And Tracking Payments article. For more on offering your clients different online payment options, visit the  Getting Paid Online article. 


Was this article helpful?