Payment collection

Connect Stripe

Connect a Stripe account once, and every form in the workspace can charge through it. A person has to do this; an AI agent or workflow cannot.

1. 1

   Open Integrations

   In the sidebar, open Integrations and find Stripe under Payments & scheduling. Or click Connect on a Payment question.

2. 2

   Click Connect

   Stripe opens to approve the connection. You can create a Stripe account there if you have none.

3. 3

   Complete Stripe onboarding

   Stripe asks for your identity, bank account, and business details, then sends you back to Formstep.

Payments go straight to your Stripe account, and receipts show your business name. You pay Stripe's usual fees; Formstep adds none. Card details never pass through Formstep.

The badge on the Payment question shows whether the account can take payments. Connected means it can. Verifying means Stripe is reviewing the account, which usually needs nothing from you. For Setup incomplete or Restricted, open your Stripe Dashboard; for Disconnected, reconnect.

Several Stripe accounts

The first account is the workspace default. To use another account, connect it too, then click Make default (owner only), or pick it under Stripe account on one form's Payment question.

Disconnecting an account cancels open payments on its forms, and they stop taking payments until they have another account. Completed payments stay in your Stripe account.

Set the price

Pick a currency and type an amount on the Payment question. Stripe has a minimum per currency, such as $0.50 for USD and EUR or £0.30 for GBP. The Payment question takes one-time charges only, not subscriptions.

Supported currencies: USD, EUR, GBP, JPY, CAD, AUD, CHF, SEK, NOK, DKK, NZD, SGD, HKD, AED, TRY.

Change the price with logic

To change the price based on answers, add a logic rule with the Set payment amount action. It can set the price, or increase or decrease it, by a fixed number or by a calculated field. Rules start from the price on the question and run top to bottom.

Example: the question says $50. A “Rush delivery” switch increases it by 15, and a “Member” switch decreases it by 5. With both on, the respondent pays $60.

Logic can also read a Payment question: amount equals, is greater than, is less than, is completed, and is not completed.

What respondents see

The respondent clicks Complete Payment, pays in Stripe Checkout, and comes back to submit the form. They cannot change the amount. If a payment fails, Retry payment opens Checkout again.

After payment, the answers that set the price are locked, so the respondent cannot change what they paid for. A form with a Payment question does not allow edit after submit.

Find payments

Each payment shows with its submission in the List view on the form's Submissions tab: its status (pending, paid, failed, or canceled), the amount, and a link to the Stripe receipt. Emails, PDFs, exports, and integrations include the payment too.

Handle

and

in your Stripe Dashboard: you are the merchant. The submission then shows Refunded, Partially refunded, or Disputed. Formstep may refund payments in cases of abuse.

Next steps