---
title: "Collect Payment Block: Send Stripe Links to Customers and Link Payment to Form Workflows"
url: "https://help.ontraccr.com/en/article/collect-payment-block-send-stripe-links-to-customers-and-link-payment-to-form-workflows"
language: "en"
last_updated: "2025-05-26T22:06:53.093Z"
---

# 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

| Form | Payment Trigger | Result |
| --- | --- | --- |
| Change Order | Amount = $1,500 | Sends Stripe link → client pays → approval block continues |
| Estimate Approval | 50% Deposit | Collects deposit before form is finalized |
| Permit Application | Flat $100 fee | Payment link emailed to customer on submission |
| Work Authorization | Form author triggers Stripe charge | Updates 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