Payment Collection#
Add payment fields to any form in AutomateNexus to collect payments at the point of conversion. Whether it is a booking page, registration form, or custom checkout flow, embedded payments make it seamless.
Setting Up Payments#
To add payment collection to a form:
- Navigate to Settings > Payment Processors and connect your Stripe account
- Open the form editor and add a Payment Field
- Configure the payment amount and currency
- Choose the payment type: one-time or recurring
- For recurring payments, set the billing interval (monthly, quarterly, yearly)
Payment Types#
- One-Time Payments — Collect a single payment when the form is submitted. Ideal for product purchases, event registrations, and consultation fees.
- Recurring Payments — Set up automatic billing on a schedule. Perfect for subscriptions, memberships, and retainer agreements.
Currency Support#
Embedded payments support multiple currencies including USD, EUR, GBP, CAD, and AUD. Select the appropriate currency when configuring your payment field.
Payment Processing#
When a form is submitted with payment:
- A payment intent is created via Stripe
- The customer card is securely processed
- A confirmation is shown on the form
- The payment is logged in your CRM records
- An invoice can be automatically generated
Security#
All payment processing is handled securely through Stripe. Card details are never stored on AutomateNexus servers. Stripe handles PCI compliance, encryption, and fraud detection.