How can I accept payments through a custom form?

Accepting Payments Through PhotoBiz Forms & Contracts

Overview

The PhotoBiz Form & Contract Builder allows you to collect payments directly from clients when they submit a form or contract. This is helpful for session retainers, event registrations, custom orders, application fees, deposits, and other upfront payments.

Payments are completed during the form submission process using your connected merchant account. This helps streamline your booking, intake, and payment workflow in one place.

In this guide, you will learn how to add a Payment block to a form, choose your merchant account, set your pricing, and configure payment options.

Prerequisites

Before you begin, make sure you have an active merchant account connected to your PhotoBiz account.

If you want to collect sales tax or charge shipping costs through your form or contract, make sure your sales tax and shipping methods are configured before you begin.

If you have not connected a merchant yet, see the Merchant Setup Guide before adding payments to your form. If you need to charge shipping or collect sales tax, review your Shipping Method and Sales Tax settings before publishing the form.

You will also need an existing form or contract, or you can create a new one during this process.

Merchant Setup Guide.

STEP ONE

This will open your Forms Dashboard, where you can manage your forms, contracts, submissions, and form settings.

STEP TWO

At the top center of the Forms Dashboard, click FORM EDITOR.

This will take you to the Form & Contract Builder, where you can create new forms or edit existing forms in your account.

STEP THREE

Click the name of the existing form you want to update, or click New Form to create a new form.

If you have multiple forms or categories, you can use the search bar to quickly find the form you want to edit.

STEP FOUR

Inside the Form & Contract Builder, locate the block options on the right side of the screen.

Click the Miscellaneous section, then click the Payment block. This will add a payment section to your form so you can collect payment from clients during submission.

STEP FIVE

Click the Payment block you added to open its settings.

Set the base price for the payment and choose your merchant account. Your form will not be able to accept online payments until a merchant account is selected in the Payment block settings.

STEP SIX

Review the available payment settings and configure them based on how you want the form to work.

You can adjust options such as:

Base price
Sales tax
Shipping fees
Digital downloads released after payment

If you want to collect sales tax or charge shipping costs, those settings must already be configured in your PhotoBiz account before they can be used with form or contract payments.

FINAL STEP

Click Save Changes at the bottom of the page.

Your form is now ready to accept payments. When a client completes the form, they will be prompted to complete payment before the submission is finalized.

Additional Options or Helpful Notes

Dynamic Pricing Setup

If your form total should change based on what the client selects, set the base price in the Payment block to $0.00.

You can then use fields such as:

Checkbox fields
Radio Select fields

Enable the advanced options on those fields to assign pricing to each selection. This allows the total price to update automatically based on the client’s choices.

This setup works well for forms that include session upgrades, product add-ons, package options, registration types, or other selectable pricing.

When to Use a Base Price

Use a base price when every client should be charged the same starting amount.

For example, you may use a base price for:

A fixed session retainer
A registration fee
A consultation fee
A standard deposit
A flat-rate order form

If the client can add options or upgrades, you can combine a base price with priced Checkbox or Radio Select options.

Payment Limitations for Forms

Payments collected through forms must be completed online using your connected merchant account.

The following options are not supported for Form & Contract Builder payments:

Offline payment methods
Coupon codes
Sales campaigns

If you need coupons, sales campaigns, or more advanced shopping cart features, consider using the PhotoBiz ECommerce tools instead.

Troubleshooting or FAQs

Why is my form not accepting payments?

Make sure a merchant account has been selected inside the Payment block settings. The Payment block must be connected to an active merchant before clients can complete online payment.

Why am I not seeing shipping or sales tax options?

Make sure your sales tax and shipping methods are configured in your PhotoBiz account. These settings need to be set up before they can be used with form or contract payments.

Can I collect a deposit through a form?

Yes. You can set the Payment block price to the deposit amount you want to collect. This is commonly used for session retainers, booking fees, and event registration payments. Your customer's information will also be captured and stored in your Contacts section so you can easily generate an invoice to allow additional payments to be made online at a later date.

Can my form total change based on what the client selects?

Yes. Set the Payment block base price to $0.00, then use priced Checkbox or Radio Select options to create dynamic pricing.

Can clients use a coupon code on a form payment?

No. Coupon codes are not supported in Form & Contract Builder payments. Coupon codes are available through PhotoBiz ECommerce features instead.

Can I offer offline payment options on a form?

No. Form payments must be completed online through your connected merchant account.

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