How to Create a Payment Form with a Purchase Order

The Purchase Order payment option lets you collect payments without connecting to a payment gateway, making it perfect for offline transactions like checks or wire transfers. You can use it to sell products, accept custom payment amounts, or manage purchase requests—no real-time processing required.

Just add the Purchase Order field to your payment form to start accepting offline payments. It supports any currency, automatically stores submission data, and helps you keep your purchase order records organized, all without needing a third-party provider.

Whether you’re creating a new form or updating an existing one, setting it up to accept purchase orders and collect payments offline takes just a second. Here’s how to do it:

1. In Form Builder, click on Add Element on the left side of the page.

2. Now, in the Form Elements menu, under the Payments tab, search for Purchase Order and then click on it. Or, just drag and then drop it to where you want it to be on your form.

3. Next, in the Purchase Order Integration window that opens on the right side of the page, select the currency you want to use in the Currency Dropdown menu.

4. Then, in the Payment Type Dropdown menu, select what you’d like the payment to be processed for:
   • Sell Products — This is selected by default. Use this to sell physical or digital goods at a fixed price, allowing customers to make a one-time purchase.
   • Sell Subscriptions — Choose this to charge customers on a recurring basis for services, memberships, or other ongoing access.
   • User-Defined Amount — This lets customers enter the amount they want to pay. It’s useful for tipping, custom amount pricing, or flexible payments.
   • Collect Donations — Select this to accept voluntary contributions, commonly used for fundraising, nonprofit support, or charitable causes.

5. Once everything is set for the Sell Products and Sell Subscriptions payment types, click on Continue to start creating products and subscriptions for your payment field. For the User Defined Amount and Collect Donations payment types, just click on Save at the bottom.

Want to learn more about setting up your products and subscriptions? These guides have you covered:

• Setting Up Your First Order Form
• How to Set Up a Recurring Payment Option
• How to Add Options to Payment Forms
• How to Add Coupon Code to Payment Forms
• How to Add Tax to Your Payment Form
• How to Add Shipping Cost to Payment Forms
• How to Generate an Invoice for Your Payment Form
• How to Enable and Manage Product Stocks in Payment Fields

For the User Defined Amount and Collect Donations payment types, you can enter a description that’ll be shown under the Payment box on your form. You can also provide a suggested amount and set it as minimum, or get the price from a Form Calculation widget, which is useful when you want to pass a calculated amount to your payment field instead of getting it from users. Need help getting started? See our guide on How to Pass a Calculation to a Payment Field.

When you expand the Additional Settings section of the Purchase Order Integration window, you’ll see this list of options you can adjust based on the payment type you chose:

• Users Can Select Multiple Products — This is only available with the Sell Products payment type and is enabled by default. You can toggle this Off if you want customers to select only one (1) product per submission.
• Show Total Price on the Form — This is only available with the Sell Products payment type and is enabled by default. You can toggle this Off if you want to hide the total price of selected products on your form.
• Clickable Image Preview — This is enabled by default. You can toggle this Off to prevent customers from enlarging product or subscription images.
• Show Decimals on the Form — This is enabled by default. You can toggle this Off to hide decimals on both the item prices and total amount.
  • Decimal Separator — When decimals are shown on your payment field, you can select between a period, which is used in English-speaking countries, or a comma, which is used in many European countries.