To start collecting payment forms, you need one of the following before you get started:
- Stripe Account
- PayPal Account
- Mollie Account
- Square Account
If you don't have any of those, go make one and come back when you're ready! If not, let's continue straight into creating your very first payment form.
Step 1: Connect a Payment Provider
First thing you will need to do is provide us with the information we need to get your payment from QuestionScout to your payment provider. Head over to your account settings, and navigate to the Connected Services page.
Then, add one (or multiple, you can add as many as you'd like) payment account to your account.
You can choose whether you'd like to set the payment account into Sandbox or Production modes. Sandbox is used for testing, and production is used to collect live payments. If you'd like to use sandbox payments, we recommend you to read the support documentation from the payment provider you'd like to test.
Step 2: Adding a payment integration
After you've added the payment provider to your account, you can now hook it up to your form. Simply open the form you'd like to use to collect payments, head over to the form settings and navigate over to "Integrations". There, you will find all of the payment integrations we support.
Simply select the one you'd like to use, switch the toggle and select the payment account you've added in step one.
Step 3: Configuring the payment
Afterwards, head over to the Payments tab within the form settings. There, you can configure how to determine the payment amount and whether or not you want to collect taxes on top of the payment.
We support the following methods of determining the payment amount:
- Flat Fee: always charging the same amount upon submission
- Number Field: have the respondent determine the payment they're going to make. Perfect for accepting donations!
- Calculation Variable: charge the amount which is calculated in a calculation variable. This is very helpful for selling products or services.
(Optional) Step 4: Configuring Smart Taxes
We've made collecting taxes on top of your payments easy-peasy with Smart Taxes!
You can choose whether you'd like to collect a flat tax rate or to calculate the tax amount based on your location, as well as the location of the respondent.
When selecting the country-specific tax option, you will have to have a couple of fields on your form to determine the respondents' location:
- Dropdown with countries taken from a pre-defined list
- (optional) Dropdown with states taken from a pre-defined list for the USA, or a dropdown with provinces taken from a pre-defined list for Canada
- OR you can use the address pre-defined section. This pulls in all of the above, with the exception of Canadian provinces.
After you've added the required fields, you can start mapping the corresponding fields so we can do the math work. Simply follow the instructions on-page and it should work like magic.
(Optional) Step 4.1: Tax Exemption
You can also have your respondents provide their VAT EU, EIN and BN numbers for tax exemption. To do this, add a Short Answer field to your form as this will be used to accept the tax ID. Afterwards, head back to the Payments form setting, and map the field accordingly.