Why do I need a payment request form?

Payment request forms are an efficient way to receive and send payment requests — both internally and externally. By including a payment request form on your company’s website or online portal, you can streamline your payment request process. All your employees or clients have to do is fill in their information, submit their request, and wait for a response.

What information should be included in a payment request form?

A payment request form should include fields to collect both general information about the requester and specific information about the request. Include fields to collect the name, title, and contact information of the requesting party. Ask for specific information like the amount requested, why they’re requesting a payment, the date they need their payment by, and how they’d like to receive their payment. Also consider adding a form field for file uploads, so users can attach invoices or receipts for past purchases to process refunds.

How do I create a payment request form?

You can create your own payment request form in just a few clicks with Jotform’s handy online form builder. Use this ready-made Payment Request Form template to get started or build your own form from scratch. Then select your preferred payment processor and connect your account to authenticate the integration. Once you add all your required form fields, you can embed the form on your website and start accepting payments.

Can I customize a payment request form to my needs?

Yes. With Jotform, you can customize your payment request form to fit your needs. Use our drag-and-drop form builder to personalize your payment request form. Add or remove form fields, integrate with trusted payment processors, change fonts and colors, upload a logo or other branding assets, and more, depending on your specific needs.

How do I send a payment request form to my clients or customers?

To send a payment request form to your clients or customers, start by creating your form in Jotform. Once you’re finished customizing your form to match your needs, you can share it with others through the Publish tab in the form builder. Send your payment request form via email, direct link, or QR code, or by embedding it directly into your website or online portal.

Payment Request Form Template

Payment Request Form

About this template

A payment request form is used to request payment for goods or services. It can also be used by employees to request funding from a finance team or HR department. The purpose of this Payment Request Form is to provide a professional, straightforward way to request payments.

With this form, users will be able to fill out a detailed request, including information like when the payment is due, the amount owed or requested, and the desired payment method. All sorts of organizations and businesses can use this Payment Request Form to collect the necessary information to process payments and make the request clear for all parties involved.

Simply customize the form template to fit your needs, add your logo or other brand elements, and start collecting payments online. Download Jotform Mobile Forms to collect payments on the go using your tablet or smartphone. Integrate this form with Stripe, PayPal, Authorize.net, Square, or any of Jotform’s 25-plus payment processors to streamline payments. And if you’re looking to get paid more than once, use our free Form Builder to add recurring payment options to your Payment Request Form.

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