Guide: get paid through forms in HeyForm

We recently updated HeyForm with a new feature that allows you to charge respondents when they fill out forms. The respondent (the person who signs up via your form) can choose to pay by Visa, MasterCard, or through the banks’ direct debit.

Payment is made securely and conveniently through Paypal.

Payments for your forms are available for all accounts, regardless of account plan, and are perfect for those who want to charge for registration to conferences, trade fairs, or want to sell goods in a quick and convenient way.

How do I get started?

We’ve worked hard to make it very easy to activate payments in your forms in HeyForm. To get started, you just need to follow three simple steps.

  • Enter required fields for an email address, first name, and last name in your form
  • Create an account with PayPal
  • Activate payments for your form in HeyForm

Step 1 – Create a form

Create a new or update an existing form and design the questions to get the information you need from each respondent who signs up.

All you need to do to enable payments in the form is to include mandatory fields in the form for the respondent’s first name (Text field), last name (Text field), and email address (Email field).

When you are satisfied with your form (questions, settings, design, etc.), go back to the overview where you will find all your forms in HeyForm.

Step 2 – Create a PayPal account

You need a Paypal account to accept payments. When you create a PayPal account, enter your email address as your username.

Step 3 – Activate payments

Click on Payments on the form to go to the payment settings.

To enable payments for your form, you will need to provide HeyForm with a few details about the payment. Enter the email address of your Paypal account in the first field of the settings.

Enter a payment reference for the form.
The reference will be visible with the payment and will be searchable by PayPal when working with financial follow-up etc.

Enter the total cost of the payment and the VAT rate. The cost should be inclusive of VAT.

In the last step, indicate which of the fields in your form will be used to record the respondent’s email address, first name, and last name. In order for the fields to be selectable, they must be marked as mandatory in the field settings, and be of the correct type (text fields for the surname and first name, email field for the email address).

Save the settings.
Payments are now activated for your form and you are up and running.

Where do I put the money I pay in?

The money paid in by your respondents goes into your PayPal account. You can transfer the money to any bank account at any time. PayPal and HeyForm charge a fee for payments.

Do you have questions about accepting payments through your forms in HeyForm? Don’t hesitate to contact get great support.