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Payment form template

Product Order Form Template with Payment

Build an order form around your existing PayRequest products instead of re-entering their prices in a separate form. Customers can choose one compatible product or select several, answer your order questions and pay through your branded Payment Page. The Product order template starts in existing-product mode; select the products you want to offer before saving.

In the app, choose “Product order” from the template library, then set your price or select products.

Product order

A practical example

Offer an existing revision PDF alongside a compatible one-time video product. Let students choose one or several products; their actual product prices and tax settings determine the total.

Example only. Choose your own prices and review your offer before publishing.

What to collect

Why ask for it?

  • Product selectionChoose one or several existing products and show customers exactly what is included in the order.
  • Permitted quantitiesConfigure quantity selection only for products that support it; do not infer separate inventory controls.
  • Order instructionsAsk for information that helps fulfillment without duplicating product options that require native checkout.
  • CompanyCollect relevant organizational context for a business order where appropriate.

Submitting a form is not proof of payment. Paid delivery starts only after verified payment.

Choose existing products that fit the order form

Include up to ten compatible active, one-time products in the same currency. Decide whether customers choose exactly one or can buy multiple products. In multiple-product mode, mark products that must always be included. Quantity selection follows each product’s supported settings. Bookings, subscriptions, limited stock, physical shipping, Discord provisioning and products with their own checkout options continue through their existing native checkouts.

Keep the product price and tax calculation authoritative

There is no extra base charge in existing-product mode. Each selected product keeps its current price and tax settings, while the form tax rate applies to paid question options. This avoids treating a form’s illustrative price as the price of every item. If product pricing changes while a customer has the form open, they may need to reload before completing payment.

Follow the native order after verified payment

For supported digital products, provider-confirmed payment creates the native product order and starts its existing delivery flow. Completing the questions alone does not grant downloads or access. In submissions, inspect the linked order and delivery status rather than assuming a return from checkout means delivery succeeded. Product quantities also do not change a form-wide capacity limit: one checkout still reserves one booking.

Set up this template

  1. 01

    Make it yours

    Edit the questions, offer and cover. Add required or conditional answers and optional paid extras.

  2. 02

    Set the payment

    Choose a fixed amount or compatible one-time products. Review the currency, price and tax settings.

  3. 03

    Review and publish

    Save a private draft first. Publishing requires an active Payment Page and an available connected provider.

Make the offer clear before sharing

A preferred date is a request, not a confirmed booking. Templates do not create security-deposit authorizations, recurring subscriptions or customer-chosen amounts. A capacity limit counts checkouts, not product units or all attendees.

Accept payments with your connected payment provider

Create a payment form for your branded Payment Page and accept payments through an eligible PayPal, Mollie, Stripe, Revolut or Payoneer connection. Combine customer answers, product selections and checkout in one shared link.

PayPalMollieStripeRevolutPayoneer

Your provider on your Payment Page

Use an available connection for the form’s currency. Customers see the payment methods supported by your provider and merchant account; when there is one eligible connection, they do not need to choose a provider. PayPal is optional.

Verified payment before digital delivery

PayRequest checks the provider’s payment status before granting paid delivery for compatible digital products. Completed answers or a return from checkout are not proof of payment. Review paid, open and failed submissions alongside the customer’s order details.

Private files stay with the request

Collect a customer’s brief, logo or reference document with private upload questions. The account owner downloads files from submissions; uploads do not receive public image URLs and are not sent as email attachments.

Your normal PayRequest plan fees and payment-provider fees apply. Check current pricing before publishing.

Questions about Payment Forms

Can I sell a PDF through an order form?

Yes, if it is a compatible active one-time product. Verified payment creates the native order and starts the existing delivery process; submitting the form alone does not unlock the PDF.

Can I add a subscription or a limited-stock item?

Those products use their existing checkout flows. Selecting the order template does not make bookings, subscriptions, limited inventory or shipping compatible with product-mode forms.

Do I need to copy every product price into the form?

No. Select the existing products. Their price and tax settings remain authoritative, and there is no additional form base charge in product mode.

Do I need PayPal?

No. Use an eligible connected PayPal, Mollie, Stripe, Revolut or Payoneer account. Availability depends on your account and the form currency.

Can customers upload private files?

Yes. Up to three upload questions per form; each file can be up to 10 MB, with 20 MB total per submission. The owner downloads files from submissions.

Product order

Create an order form with existing products, quantities and payment. Keep product prices, tax settings and supported digital delivery in the native order flow.

Use this template