How do I add or manage payment accounts so I can take payments?
Payments
Can I capture a payment and process it later?Can I have a payment field that doesn't actually take payment, like a quote or order form?Can I make Prices, Products, or Subscriptions discountable?Does Paperform support 3D Secure payments?How can I accept payments or donations on my form?How can I add calculated shipping on my form?How can I add complex tax to my form?How can I update my customer's payment details in Stripe?How do I add and configure products on my form?How do I add and configure products, payments or donations?How do I add or manage payment accounts so I can take payments?How do I charge my customers fees/taxes on my form?How do I choose what currency my form payment is in?How do I connect and configure a Stripe account?How do I connect and configure Square Payments?How do I connect Paypal with Braintree and Paperform?How do I enable PayPal as a payment method on my form?How do I export products?How do I give discounts or coupons on my forms?How do I manage product stock on my form?How do I setup recurring payments or subscriptions?How do I add a sales tax to payments?How do I connect a Paypal Business Account?How do I connect and configure a Braintree account?How do I import products?How do I set up Custom Pricing rules?How do I send a receipt when the form is submitted?What is the Stripe subscription verification charge?What payment methods are available with Stripe?You can add and manage connected payment accounts via your Paperform Account Settings:
- On the dashboard, click on the avatar in the top right corner.
- Go to Account Settings located in the sidebar, and then select Account Services.
Add a new payment account:
- Click the 'Connect' button for your preferred payment provider.
- Follow the prompts to authorize Paperform to have access to your payment account.
- After authorizing Paperform, you will be returned to the Account Services page and your selected payment account will be in the list of connected services.
Note that you'll need to have a payment account set up with a supported payment provider in order to connect it to your Paperform account. So the first thing you need to have in place is registering an account with either Stripe, Braintree, PayPal Business, or Square.
Manage existing payment accounts:
- Delete connected payment accounts.
- Restrict the account by a tag (you can attribute tags to forms in the main Dashboard).
- View the main details of the connected account.
Once connected to your account, payment accounts can then be added to select forms in the form editor so you can start collecting payments from your customers.
Number of Payment Accounts Allowed
You might like to have a Stripe account and a PayPal business account connected to your Paperform account, or you may even have more. The number of payment accounts you can connect will depend on what plan you’re on:
Paperform Essentials Plan: 1 payment account
Paperform Pro Plan: up to 3 payment accounts
Paperform Agency Plan: unlimited payment accounts