Payments & Billing

Yes. Add a "Collect Payment" field to any form using the slash command menu (type "/" then select it from Advanced). In the field's settings (gear icon), configure:

• Product name (e.g., "New Patient Registration Fee")
• Amount (e.g., $25.00) and currency
• Pricing type (one-time or recurring)

Patients see a secure Stripe payment form embedded in your intake form. Payment is processed when they submit. A 5% processing fee is applied per transaction.

Yes. This is one of the most popular uses of the payment field:

• Add a Stripe payment field to your pre-visit intake form with the co-pay amount
• Send the intake link before the appointment
• Patients complete their forms and pay the co-pay in a single step
• By the time they arrive, payment is already collected — no front-desk processing needed

A 5% processing fee is applied per transaction.

Formisoft applies a 5% processing fee on each payment collected through intake forms:

• Covers payment processing and platform infrastructure
• No additional monthly fees for the payment feature — it's included in your $49.99/month plan
• You only pay the processing fee when you actually collect a payment

Go to Settings and connect your Stripe account:

• One-click Stripe Connect setup
• Once connected (status shows "active"), create products with custom pricing
• Payments are settled directly to your bank account via Stripe
• Access your Stripe dashboard anytime for reporting, refunds, and payout management

Yes. Your Payments section shows:

• All collected payments with amount, status, associated form, patient name, and timestamp
• Payment analytics — total revenue, payment counts, and trends
• Direct access to your Stripe dashboard for detailed financial reporting

Formisoft supports all major payment methods through Stripe:

• One-time and recurring payments
• Custom product names and amounts per payment field
• All major credit and debit cards accepted
• Stripe handles card processing securely (PCI compliant) — card details never touch Formisoft servers