Quick Answer
What does the payment element do?
The payment element lets you collect payments directly inside a BizStackPro form or survey. You can sell one-time or recurring products, collect a custom amount when supported, respect inventory settings, calculate tax when enabled, and use payment events to trigger follow-up workflows.
Turning Forms Into Simple Checkout Experiences
You may be collecting information through forms or surveys, but you can also use them to accept payments.
The payment element allows users to complete a purchase directly within the form, without being redirected elsewhere.
Without an integrated checkout, you may need additional steps that can reduce conversions.
This guide shows you how to use payment elements so your forms can collect payments and trigger actions in one place.
Follow along
Add the payment element, select your product or payment option, configure the checkout settings, then save and preview the complete payment flow.
Payment Elements at a Glance
Before You Begin
If you plan to sell a product, make sure the product exists in Payments/Products before selecting it inside the form or survey. Recurring products should also be created before you add them to the payment element.
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.
Sell Products
Sell one-time or subscription products through the form or survey.
Custom Amounts
Let users pay a flexible amount when that option is supported.
Inventory Support
Respect product stock limits and availability during checkout.
Tax Calculation
Use automated totals when tax calculation is enabled.
Automation-Ready
Trigger workflow actions after a payment is received.
How to Add and Configure the Payment Element
Step 1: Open the Builder
Go to Sites → Forms or Surveys and open the Builder.
Step 2: Find the Payment Element
Find Payment or Payment Elements in the left panel.
Step 3: Add the Payment Element
Drag the payment element into your layout.
Step 4: Choose the Payment Type
Choose whether you want to sell a product or collect a custom amount if that option is available.
Step 5: Select the Product
Select your product or products from Payments/Products, then confirm the pricing and product details.
Step 6: Add Recurring Products When Needed
If you are selling a subscription, create the recurring product first and then select it inside the form.
Step 7: Choose the Layout
Choose a single-column, two-column, or three-column layout for the checkout experience.
Step 8: Configure Inventory
Enable inventory management if you use stock limits so checkout reflects product availability.
Step 9: Configure Tax
Enable tax calculation when applicable so totals are calculated correctly.
Step 10: Save and Preview
Save and Preview the form to test the checkout flow from beginning to end.
Test the payment flow
Add the payment element, select the product or products, preview the form, and run a test transaction—or use 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-up using workflows.
Funnels
Embed the form in a funnel step for a clean, guided purchase flow.
Notifications
Send receipts, confirmation emails, or internal alerts after the purchase.
Workflows
Use a Payment Received trigger to tag the buyer, grant access, start onboarding, or notify your team.
Follow up automatically
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
Manage the layout, products, and automation in one place.
Better Tracking
Connect payment events to workflows and follow-up actions.
Scales Cleanly
Inventory and tax tools help keep checkout accurate.
Frequently Asked Questions
Can I add multiple products to a single form?
Yes. You can add multiple products to a single form (up to 20 products, depending on your account limits and configuration).
How do I handle product inventory management?
The payment element respects your product inventory settings, so availability and stock limits carry through to checkout.
What if I need to refund a payment?
Refunds are handled through your connected payment processor. Process the refund there, then confirm any related order/workflow steps in BizStackPro.
Continue Learning
Continue with related Forms guides for adding products, controlling payment visibility, and building the rest of your form experience.
