Here is a complete walk through of how to make your first payment form:
PayForm is very easy to use. Set up should only take a few minutes.
PayForm has two components.
- An app that you will install for Google workspace.
- The PayForm.net website.
You will create your form in Google like normal, then use PayForm.net to setup payments and view form responses, and payments.
It's important to remember to share the PayForm.net link with your customers. If you share the normal Google forms link, it will not allow you to accept payments.
1. First you want to install the PayForm app from the Google Workspace Marketplace.
2. The PayForm app can be found. Under the extensions menu when viewing a Google Form.
3. When you click on it, it will open a menu. First, please click on the "Get started" menu.
4. Here is what the "Get Started" page will look like. First, please click on the "Click to configure the form to accept payment" button.
This button will sync your form with our payment system, which is necessary for it to accept payments.
After you've done this, please read through the getting started page for how to setup your form.
5. At the bottom of the "Getting Started" page, you will find a link to the main menu. You can also access the main menu from Step 3.
6. On this menu, you can:
- Preview what your PayForm will look like.
- Set up your payment gateways.
- View your former responses and payments.
When you first set up your payment gateways, PayForm will ask you to sign in with your Google account. Please use the same account that setup your form under.
7. PayForm's form dashboard will look like this:
8. If you make any changes to your Google Form, it will not show right away on PayForm's side. You can sync Google forms and your PayForm by clicking the Preview button in the Google forms app. or by clicking the sync form button in PayForm.
9. In order to accept payments, you will need to connect your PayPal account or Stripe account.
Please note that there are two different payment modes. One is called "sandbox" mode, and the other is called "live" mode.
Sandbox mode allows you to test the form using fake money and credit cards. This is useful for testing to make sure everything is working correctly.
Live mode, allows you to accept real money.
Learn how to create a PayPal Sandbox account
Stripe makes it a little easier and you can connect with your same account login.
10. You can quickly switch between sandbox, and live mode using the toggle.
11. When are PayPal or Stripe payment is completed, an email will automatically be sent out to you as the form owner, and the customer.
The customers email is whatever the customer entered on the form for the "Email" field. (The email field will be automatically added to your form.)
You can turn off on if these emails by clicking on the emails button.
Here is what the emails will look like:
