You can add a payment method collection step to any splose form. When a client completes the form, their details are securely saved to their client record through Stripe and are ready to use for future invoice payments. No payment is taken at any point during form submission.
This works the same way as your existing forms, so you can collect payment details as part of new client onboarding or send a form to existing clients at any time.
Before You Begin
Connect Stripe and enable payment collection
Before you can collect payment methods through a form, your practice must have set up the Stripe integration and enabled client payment collection in your payment settings.
Payment method collection relies on Stripe to securely capture and store payment details.
What clients can provide
Clients can save any payment method supported by your Stripe account and region. The details are stored without being charged, so submitting the form does not take a payment.
You can use the saved details to process invoice payments later through your existing payment flows.
How to
Add a payment method step to a form
Go to Forms and create a new form, or open an existing form to edit it.
Add the fields you want to collect, such as First name, Last name, Email, and Date of birth. splose uses these details to match the submission to an existing client record.
Add the Payment method step to the form.
Choose whether the step is Required or optional for the client.
Click Create or Save, depending on whether it's a new form or you're editing an existing form.
Send the form to your clients
Send the form the same way you send any other splose form. You can include it in your new client onboarding or send it to existing clients to collect their payment details.
View a saved payment method
Once a client submits the form, their completed payment method collection form appears under Forms on the client record. The saved details are listed on the client record under the Stripe heading, with the details masked.
Use a saved payment method
A saved payment method can be used for your existing invoice payment flows, the same as any other stored methods.
See Securely link a credit card with a client record through Stripe for how to take a payment with stored details.
How submissions are matched to clients
When a client submits the form, splose matches the details they provide to an existing client record. If a match is found, the payment method is saved to that client record.
If no match is found, a new client record is created from the details provided, with the payment method saved against it.
Frequently Asked Questions
Q: Is my client's payment information secure?
A: Yes. Details are captured and stored by Stripe, which is PCI DSS compliant. splose never sees or stores the raw card or bank account number.
Q: Does collecting a payment method charge the client?
A: No. The payment method is saved for future use without taking a payment.
Q: What happens if the client already exists in splose?
A: Their submission is matched to the existing client record, and the payment method is added to it.
Q: What happens if the client is new?
A: A new client record is created from the details they provide, with the payment method saved against it.
Q: What if a client does not complete the payment method step?
A: If the step is optional and the client skips it, no details are saved. You can resend the form at any time.
Q: What payment methods can clients save?
A: Clients can save card or direct debit details, depending on what methods are available for your account and region.
Q: How do I take a payment using the saved details?
A: Use your existing invoice payment flows. The saved details are available to select when you process an invoice payment.