InstaPayments
  • Welcome to InstaPayments FAQs
  • Taking Payments
  • Branding My Account
  • Forms
    • Form Types
    • Pre-populating Forms
    • Donation Forms
    • One Time Charge Forms
    • Flexible Quantity Forms
    • Multiple Plans Selection
  • Form Features
    • Anchor Dates
    • Custom Fields
    • Setup Fees
    • Installment Payments
    • Taxes
  • User Portal Features
    • Setting Up Your User Portal
    • Single Sign On
  • Notifications
    • Creating a Notification
  • Getting Started
    • Taking Payments
  • Integrations
    • Hubspot
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  • Using Forms

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  1. Getting Started

Taking Payments

When signing up, you should have connected to a Stripe account. This will allow us to tell Stripe to process cards on your behalf. Any charge or subscription created by InstaPayments will live in Stripe and be controlled by your business.

Using Forms

Forms are the easiest way to take payments from your customers. We offer several types of forms depending on your needs. They get broken down into two categories, subscription and onetime.

Subscription forms require that you have defined a product/plan inside of Stripe or Instapayments. (This is actually the same place since we use Stripes API to create products inside of Stripe when you use InstaPayments user interface.) Once you've defined a plan, you can go to the forms section in InstaPayments and hit "Create a Form." Follow the steps to get the form created. Keep in mind you can edit a form after creating it so don't be too concerned while creating it.

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Last updated 5 years ago

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