Collect Customer Information Before Payment

Overview

Use Payment Forms to collect order-specific information before sending customers to Stripe Checkout.

When to Use This Setup

Use this setup when you need structured details such as project requirements, attendee names, preferences, intake questions, or dedication messages.

Requirements

• PayPress plan.
• Payment Forms enabled.
• Fields configured on the plan.

Configuration Steps

1. Open the plan.
2. Enable Payment Forms.
3. Add fields for the information you need.
4. Mark important fields required.
5. Choose field widths and layout mode.
6. Save the plan.
7. Complete a test checkout.
8. Review Form Responses on Order Details.

Recommended Settings

• Field Types: text, textarea, email, phone, select, radio, or checkbox.
• Required Fields: use for must-have information.
• Layout Mode: Contained for simple pages, Full Width for page builder layouts.
• Checkbox Text: use for agreement statements.

Testing Checklist

• Submit with required fields blank.
• Submit valid responses.
• Confirm checkout opens only after validation.
• Confirm order stores the response snapshot.
• Confirm export includes raw form_submission JSON.

Expected Result

Customers provide the required information before payment, and PayPress stores a historical snapshot on the resulting order.

Related Articles

• Payment Forms Overview
• Form Validation
• Form Responses on Orders