Payment forms let you collect one-time payments through a direct link or embedded form. They’re designed for simple transactions where no member or lead information needs to be stored.
Payments submitted through these forms are not linked to any profile in your account and only record the name on the payment card. No contact details, emails, or other identifying information are collected.
Since payment forms only capture the cardholder’s name without additional identifying details, they are best suited for anonymous or one-time payments, such as:
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Donations or fundraisers
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Instructor or staff appreciation tips
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Open contributions for community projects or equipment funds
How to Create a Payment Form
Go to Billing in the Main Menu
Select Payment Forms → Create Payment Form
When creating a payment form, you can either:
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Set a fixed payment amount, or
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Allow the payer to enter a custom amount (ideal for donations or open contributions).
Payment forms are not intended for memberships, product sales, or event registrations, as those require contact information to properly link payments to a profile.
Sharing Payment Form
Once your form is created and saved, it will appear in your list of payment forms.
Select → Get Link to copy a shareable URL for your payment form.
Share this link anywhere your audience connects with you—on your website, social profiles, email newsletters, or by text message.