How can I accept payments through a custom form?

Accepting Payments Through PhotoBiz Forms & Contracts

Overview

The PhotoBiz Form & Contract Builder allows you to securely collect payments directly from your clients during form submission. This is useful for session deposits, event registrations, custom orders, and other upfront payments. Payments are processed immediately when the form is submitted, helping streamline your booking and intake workflow.

By the end of this guide, you will know how to add a payment field to your form and configure it to accept payments correctly.

Prerequisites

Before you begin, make sure:

You have an active merchant account connected in your PhotoBiz account
You have created or plan to create a form in the Form Builder

If you have not connected a merchant yet, see the Merchant Setup Guide.

STEP ONE

Log into your PhotoBiz account and click FORMS from the left-hand menu.

STEP TWO

Click on an existing form you want to edit, or click + New Form to create a new form.

Good To Know: If you have multiple pages or categories of forms, use the search bar to find an existing form you want to take payments for.

STEP THREE

On the right-hand side of the form builder, click the Miscellaneous section. Then select the Payment block.

This will add a payment section to your form so you can begin accepting payments.

STEP FOUR

Click on the Payment block you just added to open its settings.

Set your pricing and choose your merchant account (payment processor). Your form will not accept payments until a merchant account is selected.

STEP FIVE

Customize how your payment works by adjusting the available options.

You can:

Set a base price
Add sales tax if needed
Include shipping fees
Attach digital downloads that are released after payment

Once everything is configured, click SAVE CHANGES at the bottom of the page.

FINAL STEP

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

Additional Options or Helpful Notes

Dynamic Pricing Setup

If your pricing depends on client selections (such as session types or upgrades), set your base price to $0.00.

Then use:

Checkbox fields
Radio Select fields

Enable advanced options on those fields to assign pricing to each selection. This allows your total price to update based on what the client chooses.

Payment Limitations for Forms

Keep the following in mind when using payments in forms:

Offline payment methods are not supported
Coupon codes are not supported
Sales campaigns are not supported

All payments must be completed online through your connected merchant account.

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