Payment Request Form Template

What is a payment request form?

A payment request form is an online form used to capture payment details from customers for products or services. It typically collects information such as credit card details, billing address, and total amount to be paid. This form simplifies the payment process for both customers and businesses.

Important fields to include in a payment request form

Here are some key fields that you can include in your payment request form. You can customize these fields according to your specific needs.

Field Name	Why to Collect	Compulsory/Optional	Input Type
Full name	To identify the payer	Compulsory	Text
Email address	To send payment confirmation and receipts	Compulsory	Email
Mobile number	To contact the payer if needed	Compulsory	Phone number
Billing address	To verify the payer's identity and location	Compulsory	Text
Invoice number	To match the payment with the correct invoice	Compulsory	Text
Amount to be paid	To determine the payment amount	Compulsory	Number
Payment due date	To ensure timely payment	Compulsory	Date selector
Payment method	To know how the payment will be processed	Compulsory	Dropdown
Preferred currency	To process the payment in the desired currency	Compulsory	Dropdown
Additional information	To capture any additional details about the payment	Optional	Text

How can I create a payment request form?

You can create a payment request form using any online tool that allows you to create forms, like Google Forms, Typeform, etc. You can also use Mailmodo to create and send forms in your emails.

How can I send a payment request form in an email?

Before we get into the how, let’s understand the why.

Why should you send this form in an email?

Inserting your payment request form in your emails allows you to reach out to your existing email list and have them fill out the form within the email itself. This reduces friction and cuts down on multiple steps like redirects, logging in to another page, etc., increasing the number of submissions.

For example, Razorpay got 257% higher survey responses by sending interactive emails using Mailmodo.

Now, let’s come to the how.

If you want to send this payment request form in an email, you can use Mailmodo. Mailmodo is an all-in-one interactive email marketing platform that lets you create and send such interactive forms in email without any coding. Here’s an interactive demo to get you started.

How to increase submissions for your payment request form

You can increase the submissions of your payment request form by making them user-centric and easy to complete. We’ve created an exclusive guide that discusses 12 things you can do to increase form submissions.