With airSlate WorkFlow, you can issue and process payments for services after recipients complete your documents. Payments are deposited into a card’s account via Stripe, the world’s leading online payment system.
Find instructions on creating a form and designing its layout to match your branding and preferences in this article.
Follow the steps below to set up your payment form.
1 . Click the Heading field to change its name and description. In the Properties tab you may change the field name and set the size of the Heading, if required.
2.Click the product field and proceed with its configuration:
Set the product title
Se the product price
Set the product description
In the Properties tab, add the image for your product and update the field name, if required.
3. Connect your Stripe account with the form to accept credit card payments.
4. Set the desired currency for the charge.
5. Make payment collection optional or required:
Optional: the signer can submit the form without making a payment, which is useful if you want to offer a non-mandatory payment option (e.g., voluntary donations).
Required: the signer must complete the payment before submitting the form, suitable for mandatory fees or purchases.
6. Select whether the Order note should be added or hidden in the form.
The Order note option allows recipients to add a note or comment about their order. The data entered in the Order note field is then displayed in the payment processing screen and sent to the Stripe payment gateway as part of the payment description. This way, the recipient of the payment knows who made the payment and what it is for.
Configure the note settings by clicking on the corresponding field.
Field name: set a name for the field (not displayed to recipients)
Settings:
Required: the Order note field is mandatory for recipients to fill out before they can submit the form.
Extensible: enable automatic field expansion when recipients fill it out
Line placeholder — add sample text to provide a prompt for recipients (e.g., indicate your name)
Line default value — set default text for the field so that recipients don't have to fill it in (optional)
Custom height (in rows) — set the size of the Order note field
Character limit — set a limit on the maximum number of characters allowed for the field.
Enabled: he Order note field is included in the form and is visible to recipients but will not be mandatory for them to fill out. They can choose to leave the field blank if they wish.
7. Enable Recurring payments for subscription-based service providers to automate the collection of regular payments from customers.
The Price ID field is mandatory for setting up recurring payments and requires a valid Price ID from Stripe. When recurring payments are enabled, only one product can be selected per form.
Stripe will then automatically provide the product details (title, description, image, currency, price, and payment period), which can only be edited in Stripe, not in the form.
Stripe handles all future payments after the initial one is processed.
8. Click Complete to apply the changes.
Note: If a Stripe account is not connected to the form, the setup form will not be saved.
Useful tips for payment form
Case 1: Exporting payment details
When using payment form, exporting payment-related data can be essential for record-keeping and analysis. For example, a company collecting payments through an airSlate WorkFlow with a Stripe integration might need to automatically export details such as Payment status, Amount, Stripe User ID, Full name, Payer email, Receipt email, and Date to a Google Sheets document.
To enable this:
The payment form generates technical fields (invisible to signers) upon completion of setup.
These fields can be used by bots to perform tasks like exporting data to external systems or pre-filling fields in other documents.
You’ll find these technical fields in the mapping section of bot settings. However, remember to install an export bot (e.g., Export to Google Sheets) to move this data to your desired system or a Pre-fill from doc-to-doc bot to use this data in subsequent documents within the workflow.
Case 2: Including surcharges in your transactions
If you need to calculate and include additional charges, such as a payment fee or tax, you can use the Formula field in the web form. This field enables dynamic calculations based on user inputs or predefined values, ensuring accurate and automated data transfer between documents.
Use case example:
You can calculate a service fee based on the total purchase amount and pre-fill the result into the corresponding field in the payment form using the Pre-fill from doc-to-doc bot. This approach simplifies workflows, minimizes manual effort, and reduces errors.