How do I add or manage payment accounts so I can take payments?

You can add and manage connected payment accounts via your Paperform Account Settings:

1. In your Paperform dashboard, click on the avatar in the top right corner.
2. Select "Account Settings" located in the sidebar, and then navigate to Account Services.

Add a new payment account:

1. Click the "Connect" button for your preferred payment provider.
2. Follow the prompts to authorize Paperform to have access to your payment account.
3. 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 a registered account with either Stripe, Braintree, PayPal Business, or Square.

Manage existing payment accounts:

• Delete a connected payment account.
• 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 are on:

• Paperform Essentials Plan: 1 Payment account
• Paperform Pro Plan: Up to 3 payment accounts
• Paperform Agency Plan: Unlimited payment accounts

Gotchas

You can only have 1 payment account connected to an individual form.