Get paid without sending an invoice. Checkout Forms let you collect payment directly from clients through a shareable link or an embedded form on your website. Build the form once, share it, and clients can pay on their own — no back-and-forth required. Checkout Forms can also be configured to start recurring payments automatically when a client pays, eliminating the need to manually enter card details or send repeat invoices.

Checkout Forms are available on Pro and Max plans. Upsells on Checkout Forms are available on Max only. This article covers how to create a Checkout Form, how to configure recurring payments on a Checkout Form, and what additional features are available on Max. For information on collecting personalized payments from individual clients, see how to use invoices for personalized payment collection.

How to Create a Checkout Form

Checkout Forms are built in four steps: add your products, name and customize your form fields, style your form to match your brand, and choose your thank you page. Once published, the form is live immediately and can be shared with a link or embedded on your website.

1. Click Sales in the left-hand navigation, then click Checkout Forms. 
   
   
2. Click Add in the upper right corner of the Checkout Forms page. 
   
   
3. Select Checkout form from the options that appear. 
   
   
4. Select an existing product or create a new product to add to the form. You can add multiple products to a single Checkout Form. 
   
   
5. Connect a payment processor if prompted. If you have not yet set up a payment processor, you will be prompted to connect one before continuing. A payment processor is required to collect payments through a Checkout Form. 
   
   
6. Click Next to continue to the form details step.
7. Enter an internal name for your form. The internal name is used to identify the form in your Checkout Forms list and is not visible to clients.
8. Add an optional headline to display at the top of your form. The headline is visible to clients when they open the form. 
   
   
9. Add fields to capture additional information from clients. You can select from existing fields in your CRM or create new custom fields. Fields you add will appear on the form for clients to fill out when paying. 
   
   
10. Click Next to continue to the styling step.
11. Style your Checkout Form by uploading your company logo, selecting a background color for the page, and choosing a button color that fits your brand. Changes are reflected in the form preview on the right side of the screen. 
    
    
12. Click Next to continue to the confirmation step.
13. Choose your thank you page. Select the default thank you page or enter a URL to redirect clients to a different page after they complete payment. 
    
    
14. Your Checkout Form is now live. Copy the share link to send directly to clients, or copy the embed code to add the form to your website. The form will begin accepting payments immediately. 
    
     
    
    The following screenshot shows an example of a published Checkout Form as it appears to a client: 
    
    
15. Click Done to return to the Checkout Forms page under Sales.

How to Set Up Recurring Payments on a Checkout Form

Checkout Forms can be configured to automatically start a recurring payment when a client completes the form. When a client pays through a recurring Checkout Form, a paid invoice is created for the initial payment and a new recurring payment record is added to your Recurring Payments list automatically. You do not need to manually enter the client's card details or send follow-up invoices for future charges.

To configure recurring payments on a Checkout Form, set up the recurring option during the product selection step while creating or editing the form.

1. Open the product menu for the item you want to charge on a recurring basis during the product selection step. Click the menu icon next to the product name to expand the product options. 
   
   
2. Click the Recurring button in the product options menu. 
   
   
3. Select a billing cycle for the recurring charge. Options include weekly, monthly, quarterly, and annual billing cycles.
4. Choose when to end the recurring charges. Select a specific number of payments, an end date, or leave the recurring payment open-ended so it continues until manually stopped. 
   
   
5. Click Save to apply the recurring settings and return to the main Checkout Form editor to continue building your form.

If you need to collect personalized payments from a large number of individual clients, consider using invoices instead of Checkout Forms. Creating a large number of Checkout Forms can result in slower loading times, and invoices allow you to customize the amount and details for each client individually. See how to create and send invoices to clients for more information.

Additional Checkout Form Features on Max

Max plan accounts have access to the following additional Checkout Form features not available on Pro:

• Upsells on Checkout Forms — Add upsell offers that appear to clients after they complete the initial purchase on a Checkout Form. Upsells allow clients to add additional products or services to their order with a single click without re-entering their payment information.