Add a payment to your document, template, or form

See a more detailed setup for your gateway here:

• Stripe
• PayPal
• QuickBooks Payments
• Square
• Authorize.net

To add a payment to your document, template, or form:

1. Click Apps on the right panel
2. Click on “Payment” to add it
3. Set it up: assign the payer and set a payment amount
4. Send a document or publish a form! 

Pricing table payments 

You can easily automate payments in your documents with pricing tables. If you choose Pricing table as a source in the payment app, the payment amount will sync once your recipient chooses a product and/or changes its quantity. Here’s how it works!

Start by opening your document, template, or form, then follow these steps:

1. Go to Apps in the right panel, then click on Payment to add it.
   
2. Assign a payer.
3. Change currency, if applicable.
4. Choose Pricing table as a source. (If your recipients won’t be interacting with your pricing table, choose Custom amount and set the amount manually.)

   Note:

   If you have several pricing tables in your template, document, or form, select only those that will be included in the payment amount.
5. (Optional) Change the percentage of total your recipient will pay.
6. Confirm that your payment methods are set up correctly. If necessary, edit them.
7. Send your document or publish your form.

When your recipient chooses a product in your pricing table and/or changes its quantity, the payment amount will sync with the pricing table total once your recipient clicks Finish.