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Finance, Insurance & Tax · community shared

Payment Plan Request Form — shared by the community

Clara D. shared this 10-question build with 3 conditional rules already wired up. Test it below, then take a copy.

A ready-to-use finance, insurance & tax form for advisers, brokers and finance teams: 10 questions, 2 pages, 3 conditional rules.

Shared by
Clara D. · Non-profit programme lead
Questions
10
Replies
10
Copies taken
411
See the library version

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Live preview and test console

This is the real form. Answer it to test the 3 conditional rules — nothing is sent or stored.

Page 1 of 2 — The balance

Request a payment plan

One date per instalment, in order.

2 questions are hidden by conditional logic right now — change an answer above to reveal them.

Works for you? Take Clara D.'s copy into your own workspace — questions, rules and settings included.

Who this template is for

Payment Plan Request Form is built for advisers, brokers and finance teams who need to collect structured financial detail with a clear audit trail.

  • Advisers, brokers and finance teams working in finance, insurance & tax.
  • Teams who need to collect structured financial detail with a clear audit trail without writing code or paying for a custom build.
  • Anyone replacing incomplete applications that fail compliance review with one structured record per enquiry.
  • Respondents are clients and applicants — the form asks them 10 questions across 2 screens.
  • Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of incomplete applications that fail compliance review and turns each submission into a record your team can act on immediately.

  • 6 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It collects a verified email address so replies and confirmations land.
  • It pins the request to a specific date.
  • It captures a numeric value you can filter and sort on.
  • Conditional logic hides 3 questions until they are relevant — shorter forms convert better than long ones.
  • Splitting the form across 2 pages keeps each screen short and shows respondents how much is left.
  • Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

  1. 1Press “Use this template” — a fresh copy of Payment Plan Request Form lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
  4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
  5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 3 conditional rules ship with it.

  • Features advanced show logic: if “Proposed plan” is Custom, the form dynamically exposes “Describe the plan you are proposing”. Otherwise that question never appears.
  • Features advanced show logic: if “Proposed plan” is not Custom, the form dynamically exposes “Proposed payment dates, one per line”. Otherwise that question never appears.
  • Features advanced show logic: if “Amount you can pay now (USD)” is greater than 0, the form dynamically exposes “When can the first payment be made?”. Otherwise that question never appears.
  • All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

What this form asks

Page 1 — The balance

  • Original invoice amount (USD)required
  • Amount you can pay now (USD)required
  • When can the first payment be made?
  • Proposed planrequired
  • Proposed payment dates, one per line
  • Describe the plan you are proposing

Page 2 — Your details

  • Client namerequired
  • Client email addressrequired
  • Reason for the request
  • Your email addressrequired

Conditional logic in this build

  • When “Proposed plan” is Custom, show “Describe the plan you are proposing”.
  • When “Proposed plan” is not Custom, show “Proposed payment dates, one per line”.
  • When “Amount you can pay now (USD)” is greater than 0, show “When can the first payment be made?”.

Questions about this shared form

Should I charge interest on a plan?

Usually not on a short plan you want honoured. Reserve fees for plans the client breaks.

What if they miss an instalment?

Say up front that a missed date makes the full balance due. Then follow through on the first miss, not the third.

Does offering plans invite abuse?

Not when the link goes out only after an invoice is overdue and each plan is confirmed individually.

Can I collect card details here?

Do not put card numbers in a form. Send a payment link per instalment or set up a subscription in your payment processor.

Is the Payment Plan Request Form template free to use?

Yes. You can preview and test Payment Plan Request Form on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Payment Plan Request Form template ask for?

It asks 10 questions across 2 pages, 6 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Payment Plan Request Form form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this finance, insurance & tax form work?

3 conditional rules ship with the template: Features advanced show logic: if “Proposed plan” is Custom, the form dynamically exposes “Describe the plan you are proposing”. Otherwise that question never appears. Features advanced show logic: if “Proposed plan” is not Custom, the form dynamically exposes “Proposed payment dates, one per line”. Otherwise that question never appears. Features advanced show logic: if “Amount you can pay now (USD)” is greater than 0, the form dynamically exposes “When can the first payment be made?”. Otherwise that question never appears. All rules are editable in the Logic tab.

Where do responses to the Payment Plan Request Form form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Payment Plan Request Form form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.

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