Use Jotform for Collecting Payment Information
Businesses need a simple way to collect and manage payment information without complexity or security risks. Jotform makes it easy by combining payment-enabled forms, automated workflows, e-signatures, and reporting tools in one connected platform. From customer details to final approval, every step is seamless and protected.
One Payment Information Collection Solution
Jotform brings powerful products that work payment information collection workflows. Each one plays a role in making your process faster, easier, and more transparent.
Form Builder
Accept payments directly in forms
- Create payment forms with fields for order details, card information, and billing addresses.
- Integrate with 40+ payment gateways like PayPal, Stripe, and Square.
- Add recurring billing or installment options with conditional logic.
Jotform Tables
Track all payment records in one place
- Store transaction details, customer data, and payment statuses securely.
- Filter by pending, approved, or refunded payments.
- Share controlled views with finance or sales teams.
Jotform Worklows
Automate approvals and payment follow-ups
- Route large transactions for manager or finance team approval.
- Trigger receipts and confirmation emails automatically.
- Set reminders for pending invoices or subscription renewals.
Jotform Sign
Capture agreements linked to payments
- Collect digital signatures for billing agreements or service contracts.
- Store signed documents with the related payment record.
- Provide an auditable trail for compliance and accountability.
Jotform AI Agents
Provide real-time payment assistance
- Answer customer questions about billing or subscriptions.
- Help customers complete payment forms step by step.
- Share updates about payment status or invoice history.
Jotform Apps
Build a customer-facing payments hub
- Bundle order forms, invoices, and receipts in one branded app.
- Allow customers to manage payment methods or recurring charges.
- Provide staff with mobile-friendly tools for tracking payments.
Jotform Boards
Visualize payments through stages
- Track statuses: Requested → Pending → Approved → Completed.
- Assign tasks for refunds or customer follow-ups.
- Give finance teams clear visibility of transactions.
