How to Collect Payments in a Form in HighLevel

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saas4agency.com

Today, we’re diving into how you can seamlessly take payments directly within your Go HighLevel forms. This powerful feature allows you to streamline your payment process, making it easier for clients to pay and for you to manage transactions. Let’s get started!

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Step 1: Access Your Forms

First, navigate to the “Sites” section in your Go HighLevel dashboard. Under this section, click on “Forms” and then “Builder.” Here, you’ll see all your existing forms. You can either create a new form from a template or from scratch, but for this guide, we’ll use an existing form.

Step 2: Select Your Form

Choose the form where you want to integrate the payment option. Click on it to open the form editor. Once the form is open, scroll down to the section where you want to add the payment element.

Step 3: Add the Payment Element

To add the payment option:

  1. Click on the plus (+) icon on the form editor.
  2. Scroll down until you see the “Payment” element.
  3. Drag and drop the payment element to your desired location on the form.

Step 4: Customize the Payment Element

Once the payment element is added, click on it to customize the settings:

  • Turn on Live Mode: Ensure that the payment element is set to “live mode” so you can start accepting payments immediately.
  • Customize Payment Details: You can change the label of the payment section to something relevant for your form.
  • Set Specific Amount: If you want to collect a specific amount, toggle on the option to specify the amount. Enter the desired amount, for example, $500. This will be the default amount that customers need to pay.
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Step 5: Optional Settings

  • Flexible Amounts: If you want to allow customers to pay any amount (useful for donations), leave the specific amount toggle off. This will enable a field where users can enter any amount.
  • Placeholder Text: If you’re allowing flexible amounts, you can add placeholder text like “Enter any amount.”
  • Footer Info: You can add or hide additional footer information based on your preference.

Step 6: Save and Publish

After customizing the payment element, make sure to save your changes. Once saved, your form is now equipped to take payments directly from clients.

Step 7: Managing Transactions

Once you start receiving payments, you can view and manage these transactions under the “Payments” tab in your Go High Level dashboard. This centralizes all your payment data, making it easier to keep track of your finances.

Benefits of Integrated Payments

  • Streamlined Process: Integrating payments directly into your forms reduces the steps clients need to take, increasing the likelihood of payment completion.
  • Reduced Friction: Clients can pay immediately without navigating through multiple steps, which is particularly useful for services requiring quick payments, like photography or consulting.
  • Flexibility: Whether you’re collecting fixed amounts for services or flexible donations, the payment element can cater to various needs.
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Conclusion

Integrating payment options directly into your Go HighLevel forms is a game-changer for simplifying and accelerating the payment process. This feature can significantly enhance your business operations by reducing the friction often associated with traditional payment methods.

We hope you found this guide valuable. If you have any questions or need further assistance, please leave a comment below, and we’ll be happy to help. Happy High Leveling!

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