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Service Request Form Template with Payment

Use a service request form with payment when your offer has a clear initial scope: a paid briefing, a review or a defined service package. Collect the project description, preferred delivery date and optional reference file before checkout. The editable Service request template keeps the customer’s answers and payment status together so you can prepare the work.

Use this templateA practical example

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

Service request

A practical example

A designer can collect a €25 briefing-session payment together with a project description and private reference PDF. Explain the scope and agree on the delivery date separately.

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

What to collect

Why ask for it?

  • Request descriptionAsk what the customer wants to achieve and which deliverable they expect from this paid service.
  • Preferred delivery dateCollect a scheduling preference and state that you will confirm feasibility separately.
  • Briefing or reference fileAccept a relevant private document or image so the customer does not need to send a separate email attachment.
  • TermsExplain scope, delivery and change arrangements before customers accept your terms and start checkout.

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

Describe a service the customer can understand before paying

A request form works best when customers know exactly what the price buys. Name the deliverable, explain included revisions or preparation, and state what happens if the request is outside scope. If you need to assess a project before quoting, collect that information first through your normal inquiry process. Do not label an unspecified future project as a guaranteed fixed-price service.

Collect the briefing and reference files privately

Ask for the intended result, relevant background and any delivery requirements. A file-upload question can collect a PDF brief, reference image or TXT document. Supported uploads are private and available to the account owner from submissions, rather than through public image links. Keep the upload relevant to the task and make it required only if you cannot start the agreed service without it.

Agree on delivery after reviewing the paid request

A preferred delivery date is a request, not an automatically confirmed deadline or appointment. Review the briefing and payment status, then confirm the scope and schedule separately. Use paid options for clearly defined extras, such as an additional review, and explain any constraints before checkout. Manual services still need action from you; a paid submission does not mean the service has been delivered.

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

Should I collect payment before reviewing every request?

Only offer a paid request when the initial service is clear enough for the customer to buy. For an undefined project, review the inquiry and agree on scope before requesting the full project payment.

Can customers upload a project brief?

Yes. Add a file question for supported images, PDF or TXT. Each file can be up to 10 MB, with 20 MB total per submission and up to three upload questions per form.

Does a preferred delivery date confirm the deadline?

No. Treat it as a request. Check your availability and the scope, then communicate the agreed delivery date through your normal service process.

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.

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Service request

Collect a service briefing, private reference files and a one-time payment in one form. Customize the service request template and review paid submissions.

Use this template
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