Paid forms and payouts
If you set an application fee on a custom form (anything above $0.00 in Settings → Payment), applicants pay when they submit. This guide explains what you need to do as a company producer so your organization can receive its share of those payments.
- Applicants pay through TroupeIT’s payment flow (secure card checkout).
- TroupeIT retains a platform fee; the remainder is allocated for payout to your company’s payout account.
- You connect Stripe once per company so Stripe knows where to send your share.
This is separate from your TroupeIT subscription (plan and billing). Subscription billing is unchanged; payout setup only affects money from custom form application fees.
Before you start
- Custom forms must be turned on for your site (you should see Forms in the navigation).
- You need permission to edit company settings (typically a producer or owner role).
Step 1: Open payout setup
- Go to your company’s settings page (for example Company → Edit or your company settings URL).
- In the sidebar, open Payout setup.
If you do not see Payout setup, custom-form payouts may not be enabled for your environment yet—contact support.
Step 2: Connect Stripe and finish onboarding
The Payout setup screen lists three requirements:
- Stripe account connected — TroupeIT creates or links a Stripe Connect Express account for your company.
- Identity and banking (Stripe) — You complete Stripe’s steps (business details, identity verification, bank account) so charges can be paid out to you.
- TroupeIT approval for paid forms — After Stripe shows you as ready to charge, TroupeIT turns on paid forms for your company.
Click Set up Stripe payouts (or Continue Stripe setup if you already started). You will leave TroupeIT briefly to complete Stripe’s flow, then return.
Use Refresh status if you just finished Stripe and the page still looks out of date.
Step 3: Wait for TroupeIT approval
When Stripe onboarding is complete, you may see a message that TroupeIT still needs to enable paid forms for your company. That is normal: an internal approval step prevents paid forms from going live before your account is verified.
If everything looks stuck, contact TroupeIT support with your company name.
Step 4: Set your application fee and publish
- Open your form → Settings → Payment.
- Enter the Application fee (not zero).
- If payout setup is incomplete, a warning appears at the top of the payment section with shortcuts to Set up Stripe payouts or Company settings.
You can save a paid form as draft while you finish setup. Publish is only allowed when:
- Stripe is connected and able to accept charges, and
- TroupeIT has approved paid forms for your company.
The same rules apply when reopening a published paid form or changing certain settings on an already-published paid form with a fee.
Tips from the form builder
You can start Stripe onboarding from Form settings → Payment as well; it uses the same Connect flow as Payout setup on the company page.
Keep your URL slug stable after you share links; changing it changes the public address of the form.
Coupon codes
If your form supports coupons, a 100% discount can remove the need for card entry for that submission. Otherwise, applicants complete payment on the thank-you step after they submit.
Troubleshooting
| What you see | What to do |
|---|---|
| Cannot publish a paid form | Open Payout setup and complete every step; confirm TroupeIT approval shows complete. Use Refresh status. |
| Warning in form payment settings | Follow the bullets in the alert (connect Stripe, finish banking, or wait for approval). |
| Applicant says payment is unavailable | Usually the company is not fully approved for paid forms, or the form was misconfigured. Check Payout setup and form status (published, dates, closed). |
For technical and operations details (webhooks, environment variables, engineering references), your team can use the developer doc Custom forms: Stripe Connect and paid submissions in the main TroupeIT repository (md-docs/CUSTOM_FORMS_STRIPE_CONNECT.md).