# Payment Collection

Collect a deposit or full payment when a customer submits your form. This is especially useful for booking forms — charging a small deposit upfront reduces no-shows and confirms the customer is serious.

Payments are processed securely through your connected payment provider. You get paid directly to your account.

## How It Works

1. Open your form in the form builder.
2. Add a **Payment** field from the Fields panel.
3. Configure the payment settings:
   * **Amount type** — choose between a fixed amount (for example, $50 service call fee) or let the customer enter an amount.
   * **Currency** — defaults to your account's currency (USD).
   * **Description** — add a short note the customer sees (for example, "Service call deposit — applied to your final invoice").
4. Make sure your **payment provider is connected** in [Forms Settings](/form-builder/proforge-forms/forms-settings.md). If it's not set up yet, you'll see a prompt to connect it.
5. Publish your form. When a customer submits, they'll enter their card info and pay before the form goes through.

![payment provider prompt](/files/PQeYHAkOijzSRB6yCUpi)

## After Payment

* The payment is processed immediately and deposited to your account.
* The lead record includes the payment amount, status, and transaction ID.
* The customer receives a payment receipt by email.
* If you set up SMS notifications, you'll get an alert that includes the payment amount.

## Tips

* **Start small.** A $25-$50 deposit is enough to confirm commitment without scaring customers away.
* **Be clear about what the deposit covers.** Use the description field to explain it's applied toward the final invoice.
* **Test your form** with a small transaction before sharing it with customers to make sure payments go through correctly.

## Related Pages

* [Booking Forms](/form-builder/proforge-forms/booking-forms.md)
* [Forms Settings](/form-builder/proforge-forms/forms-settings.md)
* [How Leads Work](/form-builder/proforge-forms/how-leads-work.md)


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.proforgeerp.com/form-builder/proforge-forms/booking-forms/payment-collection.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.