Use purchase forms to collect payments and capture buyer details directly through your platform.
- Go to Contacts > Forms and click + Create Form.
- Hover over the “Welcome to my Form” text and click the X to delete it.
- Click the Advanced tab, search for “Purchase”, and drag it onto the form.
- Use the panel on the right to configure your Purchase Form—set up pricing, product details, and payment options.
5. There are several videos in the Tutorials section that walk you through creating a Purchase/Order form step by step.