Use invoice-after-review when you must approve a one-time appointment before charging. Stripe supports this workflow; Authorize.net and CardPointe do not.
Your workspace needs Services access before you use this setup.
Set up the payment field#
- Connect Stripe to the workspace.
- Add a required Email field.
- Add Appointment Booking.
- Set Booking recurrence to One-time bookings only.
- Choose the email field under Customer email.
- Set Review hold to the time you need for a decision.
- Add Payment.
- Choose a connected Stripe account under Payment account.
- Set How often to One time.
- Set When to collect to Invoice after review.
- Add any charges that should appear on every invoice under Standing invoice line items.
- Select Save changes after editing each field.
- Publish the form.
The customer's selected payment items and your standing items become the starting invoice lines, so you can review the descriptions, amounts, and quantities before sending.
The requested slot stays held until you decide or the review hold expires. The default hold is 72 hours.
Decide on a response#
- Open the submitted response.
- Review the invoice descriptions, amounts, and quantities.
- Select Send Invoice when those details are correct.
- Select Decline Request instead when you will not fulfil it.
Stripe controls invoice delivery and payment. Maxforms updates the payment when Stripe reports its later state.
The booking confirms only after Stripe reports the invoice paid. Selecting Decline Request releases the held slot, and so does an expired review hold, a voided invoice, or an uncollectible invoice.
The form response completes before your decision. Submission integrations can receive it before approval and payment, so do not treat a downstream record as proof of payment.
If the held slot expired, then ask the customer to submit again#
Sending an invoice cannot recover a released slot. The customer must choose a currently available time in a new request.