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Collect Payment Block: Send Stripe Links to Customers and Link Payment to Form Workflows

📄 Collect Payment Block: Send Payment Links via Stripe and Track Form-Based Transactions
 

The Collect Payment Block allows you to request and track customer payments directly from form submissions using Stripe. Whether you're collecting deposits, processing invoices, or charging for services, this block turns your forms into fully integrated payment tools.

💳 What Is the Collect Payment Block?

This workflow block:

  • Sends a Stripe-hosted payment link to the customer
  • Allows you to define the amount, payer info, and description
  • Tracks payment status (Pending, Paid, Failed)
  • Connects payment results to form workflows, approvals, or notifications

✅ Perfect for deposit requests, client approvals, permit fees, or on-the-spot field charges

🛠 Prerequisites

  • ✅ A Stripe account linked in Settings → Integrations → Stripe
  • ✅ Stripe pricing set up with products/services (or use one-time payments)
  • ✅ Secure form fields for name, email, and amount

🛠 How to Configure It

  1. In Step 3: Workflow, drag the Collect Payment Block into your workflow
  2. Connect it after a submission or approval step
  3. Click to configure the payment details:

⚙️ Configuration Options

1. Amount

  • Enter a static value (e.g., $250.00)
  • Or pull from a form field (e.g., “Amount to be Paid” or “Deposit”)
  • Supports decimal and currency format

2. Payer Information

  • Pull name and email from form fields
  • These are required for Stripe to send the payment request

3. Description

  • Customize the purpose of payment (e.g., “Project Deposit for {{Project Name}}”)
  • Appears on Stripe receipt and payment confirmation

4. Invoice Link Options

  • Email the link directly to the customer
  • Or include it in an Email Block for customized messaging
  • Form users can also view the link in a confirmation screen (optional)

🔁 After Payment

  • Stripe notifies Ontraccr of payment status
  • Payment status appears in:
    • Form timeline
    • Form’s Payment Status field (optional)
    • Stripe dashboard
  • You can trigger:
    • Status Update
    • Notify In App
    • Approval block (if required after payment)

🧠 Use Case Examples

FormPayment TriggerResult
Change OrderAmount = $1,500Sends Stripe link → client pays → approval block continues
Estimate Approval50% DepositCollects deposit before form is finalized
Permit ApplicationFlat $100 feePayment link emailed to customer on submission
Work AuthorizationForm author triggers Stripe chargeUpdates project budget after payment received

📌 Tips & Best Practices

  • ✅ Always use required fields for email and amount to avoid broken links
  • 📩 Combine with Email Block for full message customization
  • 🔒 Store “Payment Status” in a hidden field for internal tracking
  • 📤 Use Status Update Block to mark form as “Paid”, “Overdue”, or “Partial”

🔐 Payment Security

  • All payments handled through Stripe’s secure hosted link
  • Ontraccr does not store card information
  • PCI compliance managed by Stripe

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