Sell · free template

Online Payment Form

Take a card payment with the order details, billing address and terms in one submission.

A ready-to-use e-commerce & payments form for online shops, makers and subscription brands: 14 questions, 3 pages, 3 conditional rules.

Questions
14
Pages
3
Layouts
card · classic
Conditional rules
3
Typical time
3 min
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Live preview and test console

This is the real form. Answer it to test the 2 conditional rules — nothing is sent or stored.

Page 1 of 3What are you paying for?

Make a payment

Choose the items you want and set the quantity.

No products added yet — add them in the properties panel.

Every question on this page is currently visible.

What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.

Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.

Who this template is for

Online Payment Form is built for online shops, makers and subscription brands who need to take an order, a deposit or a recurring payment without a checkout build.

  • Online shops, makers and subscription brands working in e-commerce & payments.
  • Teams who need to take an order, a deposit or a recurring payment without a checkout build without writing code or paying for a custom build.
  • Anyone replacing orders arriving as half-finished emails with no payment attached with one structured record per enquiry.
  • Respondents are shoppers and repeat customers — the form asks them 14 questions across 3 screens.
  • Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of orders arriving as half-finished emails with no payment attached 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 captures a phone number for urgent follow-up.
  • It lets people pick products and quantities.
  • It captures a full postal address.
  • 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 3 pages keeps each screen short and shows respondents how much is left.

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 Online Payment 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. 4Connect payments in form settings so the amount is taken with the submission rather than invoiced later.
  5. 5Publish 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.
  6. 6Watch 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 “How would you like to pay?” is Bank transfer, the form dynamically exposes “Reference you will use on the transfer”. Otherwise that question never appears.
  • Features advanced show logic: if “Is the billing address different from the delivery address?” is Yes, the form dynamically exposes “Delivery address”. Otherwise that question never appears.
  • Features conditional validation: if “Are you paying an existing invoice?” is Yes, “Invoice number” becomes mandatory before the form can be sent.
  • All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

About this template

Most payment pages fail because they ask for money before they establish what the money is for. This form does it in order: what is being paid, how much, who is paying and only then the payment itself. The customer picks the item or enters an invoice number, sets the quantity or amount, and adds a reference so your bookkeeping reconciles without a phone call. Billing details cover name, email, phone and the address the card is registered to, which is what most processors check. A payment method question routes card payers to the checkout and bank-transfer payers to your account details, so one form serves both without confusing either. The terms block states your refund and cancellation position before the customer commits, and the receipt email confirms exactly what they agreed to.

What this form asks

Every question is editable — rename it, make it optional, or delete it entirely.

Page 1 — What are you paying for?

  • Are you paying an existing invoice?required
  • Invoice number
  • Item or service
  • Amount (USD)required
  • Payment reference or note

Page 2 — Your details

  • Name on the cardrequired
  • Email for the receiptrequired
  • Phone number
  • Billing address
  • Is the billing address different from the delivery address?
  • Delivery address

Page 3 — Payment

  • How would you like to pay?required
  • Reference you will use on the transfer
  • Payment termsrequired

14 questions in total.

How the form changes as it's filled in

This template ships with 3 conditional rules, grouped into 3 behaviours driven by 3 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “How would you like to pay?

  • Reveals questions

    If “How would you like to pay?” is Bank transfer, the form reveals “Reference you will use on the transfer”.

Driven by “Is the billing address different from the delivery address?

  • Reveals questions

    If “Is the billing address different from the delivery address?” is Yes, the form reveals “Delivery address”.

Driven by “Are you paying an existing invoice?

  • Makes answers required

    If “Are you paying an existing invoice?” is Yes, “Invoice number” becomes required before the form can be submitted.

What it pairs with

Most teams don't run this form on its own. These are the forms and systems it sits next to.

Works in both layouts

These pages cover the same subject ground as the online payment form, matched on the words people actually search for.

Privacy & compliance

This form takes money. Card details are handled by the payment provider and never stored in your response data — you keep the order details, not the card number.

Frequently asked questions

Does HelloForms store card numbers?

No. Card details are handled by the connected payment provider — the form stores only the order, the amount and the confirmation.

Can I take a partial or custom amount?

Yes. The amount field is open, so deposits, balances and custom quotes all go through the same form.

Can I send an automatic receipt?

Turn on the respondent auto-reply and it emails a confirmation with their reference the moment the payment lands.

Is the Online Payment Form template free to use?

Yes. You can preview and test Online Payment 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 Online Payment Form template ask for?

It asks 14 questions across 3 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 Online Payment Form form after copying it?

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

How does the conditional logic in this e-commerce & payments form work?

3 conditional rules ship with the template: Features advanced show logic: if “How would you like to pay?” is Bank transfer, the form dynamically exposes “Reference you will use on the transfer”. Otherwise that question never appears. Features advanced show logic: if “Is the billing address different from the delivery address?” is Yes, the form dynamically exposes “Delivery address”. Otherwise that question never appears. Features conditional validation: if “Are you paying an existing invoice?” is Yes, “Invoice number” becomes mandatory before the form can be sent. All rules are editable in the Logic tab.

Where do responses to the Online Payment 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 Online Payment 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.

Can this form take payments?

Yes — this template includes a payment step, so the amount is collected as part of the submission instead of invoiced afterwards. Connect your payment provider in form settings and set the currency and prices you want.

More forms teams pair with the online payment form.

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