How To Collect Payments or Donations Using Forms in Tekmatix

If you're running a business, a membership program, or a non-profit, collecting payments through forms can streamline your operations and improve the user experience. Tekmatix now makes it easy to collect fixed or flexible payments—including donations—directly within forms using the built-in Payment element.

In this guide, you’ll learn how to set up payment-enabled forms, customize suggested amounts, enable user-defined contributions, and track payment activity in one place.

Why This Matters

Adding a payment option directly inside your forms eliminates the need for separate checkout pages, simplifies user workflows, and boosts conversion rates. Whether you’re collecting donations, offering paid consultations, or charging for event sign-ups, the Payment element gives you the flexibility to handle it all.

Step-by-Step: Adding a Payment Option to a Form

1. Open the Form Builder

• Navigate to Sites → Forms → Create or edit a form.
  

• Inside the form builder, click on “Add Element.”
  

2. Add the Payment Element

• Under the “Payments” section, drag and drop the Collect Payment element into your form.
  

  

Choose Your Payment Setup

Option 1: Suggest an Amount

Perfect for donations or flexible contribution models.

How to Enable:

• Add up to 15 predefined amount options for users to choose from.
  

• Select the currency from the dropdown menu.
  

• Enable the “Other Amount” option to let users enter a custom value.
  

• Customize the tag styles to match the look and feel of your form (tags will follow label styling automatically).

Option 2: User-Defined Amount Only

If you want users to freely enter their own amount:

• Simply toggle off “Suggest an Amount.”
  

• A placeholder field will appear where you can add guidance text like “Enter your donation amount.”
  

Tracking and Managing Payments

Once the form is submitted:

• The payment amount is stored in the form submission details.
  

• Full transaction details can be viewed under Payments → Transactions.
  

• Export payment records anytime using the Export feature.
  

• Check payment status (e.g., Success, Pending) within the same dashboard.
  

Set Up Email Notifications

You can pair the payment-enabled form with autoresponders and admin notifications, which will include:

• Payment status (Success/Pending)
  

• Amount paid
  

• Additional submission details

Things to Keep in Mind

• NMI and Authorize.net require a first name field in the form for the payment to process.
  

• Refunds are not supported in this workflow yet.
  

• The old Stripe API method is no longer compatible.
  

• Payment elements do not work with calendars using custom forms.
  

• Multi-payments across multiple native forms are not yet supported in funnels.
  

• Undo/Redo actions are not available when using Payment elements.
  

Use Case: Non-Profit Donation Form

Scenario: You're a non-profit running a campaign to raise funds for a local project. You want to offer a simple form where donors can choose to contribute $10, $25, $50, or any amount of their choice.

Setup Steps:

1. Open the Tekmatix Form Builder and add a Payment element.
   

2. Under Suggested Amounts, enter: $10, $25, $50.
   

3. Enable the “Other Amount” toggle.
   

4. Set currency to USD.
   

5. Add a first name field to comply with gateway requirements.
   

6. Use email automation to send donation confirmations with payment details.
   

7. Monitor donations via the Transactions dashboard.
   

Result: Donors can give in just a few clicks without navigating away from the page. All payments are recorded and trackable from your admin panel.

Final Thoughts

Integrating payments into forms is a game-changer for collecting donations, fees, or service charges. Tekmatix makes it seamless and customizable, so your users stay engaged and your operations stay smooth.

Related Articles: 

How to Use Forms, Surveys, and Calendars in Funnels

How to Build, Edit, and Utilize Forms