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Tell buyers how to pay

Add payment instructions

Outcome: Present payment methods clearly, reuse saved methods safely, and choose when buyers see payment details.

Choose structured methods or text

Add a Payment Instructions block to the form. Use Methods mode for selectable payment cards: Venmo, Cash, Cash App, PayPal, Zelle, Wise, Zeno, crypto, or a custom method. Use Text mode when buyers only need one set of free-form instructions.

A structured method can have a buyer-facing name, receiving handle or address, logo, QR image, note, transaction limit, and surcharge. Custom methods can also use a payment link; include {total} where the current order total should be inserted. Methods can be reordered or hidden without deleting their saved details. Select several cards when you need the builder's bulk show, hide, or delete actions.

Everything published on a payment card can be shown to buyers. Use only a public receiving handle, wallet address, or payment link. Never enter a password, bank sign-in, API credential, crypto private key, seed phrase, or signing key.

Add or reuse a method

Use Account → Payments to save methods you reuse across forms. An account-saved method can keep its type, handle or wallet, buyer label, logo, QR image, buyer note, surcharge, and crypto transaction settings.

  1. Open the Payment Instructions block and choose Methods.
  2. Add a method or choose Saved payments to copy an account-level method.
  3. Confirm its buyer-facing name, destination, instructions, QR image, and logo.
  4. Set any form-specific surcharge or transaction limit.
  5. Preview the form and payment step before publishing.

Saved payments are copied, not linked. Editing the form copy does not change the account version, and later account edits do not rewrite existing forms. The copied method starts visible and without a form transaction limit. If a saved method appears similar to one already on the form, EZFormz warns before adding it, but you can still add a genuinely separate destination.

Duplicate buyer-facing names are disambiguated with saved destination or network details where possible. Give genuinely different methods distinct names so a buyer can recognize the intended destination.

Control availability and fees

A transaction limit of 0 means unlimited. Otherwise, EZFormz counts distinct active orders that selected the method, including an order with an unexpired payment-method reservation. Cancelled, failed, and refunded orders do not consume the limit, and one order is not counted twice. A method that reaches its limit can remain visible but disabled with Usage limit reached.

Limits, visibility, price, and stock are checked again on the server. An older open form or payment page cannot use a method that has since been hidden, disabled, or exhausted.

A surcharge appears with the method and becomes part of the authoritative order total. Review the final amount whenever a payment method changes.

Choose when buyers receive payment details

For pay-before-submit forms, EZFormz recalculates current products, sales, coupons, shipping, and payment fees before showing the destination or accepting proof.

Turn on Request payment later when the order needs review first:

  • Send payment link immediately accepts the order and creates a private bearer-link payment page for the current balance. Its payment-action window closes after 30 minutes.
  • Seller sends payment link later keeps payment details unavailable until you review the order and send a balance request.

With request-payment-later forms, the checkout can show method names and fees without exposing the saved destination. The selected method at checkout is only a preference; the payment page reloads current availability and reserves a current method quote. The URL itself is a bearer link, so anyone who receives it may be able to view order or payment context even after its 30-minute action window closes. Do not forward it or post it publicly.

Expiry or use of an immediate link does not cancel the order or release stock. Cancel an unpaid order manually when appropriate.

If the selected crypto method requires a transaction ID, the buyer must submit one before the payment proof can be accepted. EZFormz also warns when the same transaction ID is already attached to another payment. Continue to Configure crypto payment methods and Review and verify crypto payments for crypto-specific rules.