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.
- Open the Payment Instructions block and choose Methods.
- Add a method or choose Saved payments to copy an account-level method.
- Confirm its buyer-facing name, destination, instructions, QR image, and logo.
- Set any form-specific surcharge or transaction limit.
- 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.
Before deferred payment is authorized, duplicate buyer-facing names use numbered choices without destination details. Ordinary checkout and seller views may distinguish names with saved destination or network details. 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. Before a payment method is reserved, an older open page cannot select a method that has since been hidden, changed, disabled, or exhausted. An already reserved quote keeps its approved instructions and amount; use Clear to withdraw that request.
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 private page uses instructions saved when the request was authorized and reserves a method quote before displaying a destination. Duplicate names use numbered choices before release. The URL is a bearer link; do not forward it or post it publicly. Expired, used, paused, cancelled or unverifiable links cannot reveal instructions.
Save without emailing customer does not authorize a new payment request. Buyers cannot use My Orders or upload proof to bypass that hold. Send Request Payment when ready. Sending authorizes the link even if the email provider later fails to deliver it.
A form edit does not replace instructions on an existing request. To withdraw it, choose Clear, then issue a new request when ready. Older links without saved instructions show a seller replacement notice; see Request payments and manage balances.
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.