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Payment Element in Forms & Surveys
Accept payments right inside your BizStackPro forms and surveys—sell products, take custom amounts, manage inventory, and trigger automations after purchase.
What the Payment Element Does
The payment element lets you collect payments directly inside a form or survey—without sending visitors to a separate checkout page. You can sell products (one-time or recurring), collect a custom amount, and use workflows to automate what happens next.
- Sell products: One-time or subscription items
- Custom amounts: Let users pay a flexible amount (when supported)
- Inventory support: Respect stock limits and availability
- Tax calculation: Use automated totals (when enabled)
- Automation-ready: Trigger actions when payment is received
How to Add and Configure the Payment Element
- Go to Sites → Forms (or Surveys) and open the Builder.
- Find Payment (or Payment Elements) in the left panel.
- Drag the payment element into your layout.
- Choose whether you want to sell a product or collect a custom amount (if available).
- Select your product(s) from Payments/Products, then confirm pricing and details.
- If you’re selling a subscription, create the recurring product first, then select it inside the form.
- Choose your layout (single-column, two-column, or three-column) for the best checkout experience.
- Enable inventory management (if you use stock limits) so checkout reflects availability.
- Enable tax calculation (if applicable) for accurate totals.
- Save and Preview the form to test the checkout flow end-to-end.
Follow along: Add the payment element → select product(s) → preview → run a test transaction (or test mode, if your processor supports it) to confirm totals and confirmation behavior.
Funnels, Receipts, and Automation
After payment, you can confirm the purchase with notifications and automate follow-ups using workflows.
- Funnels: Embed the form in a funnel step for a clean, guided purchase flow.
- Notifications: Send receipts/confirmation emails or internal alerts.
- Workflows: Use a Payment Received trigger to tag, grant access, start onboarding, or notify your team.
Pro tip: Build a workflow that tags the buyer, adds them to a pipeline stage, and sends an instant “next steps” email so every purchase gets a fast follow-up.
Why This Matters
- Less friction: Visitors can pay without leaving the form.
- More control: Layout + products + automation in one place.
- Better tracking: Connect payment events to workflows and follow-ups.
- Scales cleanly: Inventory and tax tools help keep checkout accurate.
Want to accept payments without extra tools?
Use the payment element to sell products inside your forms, then automate delivery and follow-up with workflows.
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Frequently Asked Questions
Can I add multiple products to a single form?
Yes—forms can support multiple products (commonly up to 20 products per form, depending on configuration).
How do I handle product inventory management?
Enable inventory management on the product so checkout reflects accurate availability and stock limits.
What if I need to refund a payment?
Refunds are processed through your payment processor. After refunding, review any automations or access steps tied to the order.
Turn Forms Into Checkout Experiences
Add the payment element, keep checkout simple, and automate what happens after the purchase—so you can sell and deliver faster.
Sell products. Trigger automations.
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