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How to properly collect payment details?Asked by fdconsulting on December 30, 2016 at 02:40 AM
I created a new employee take on form which required users to input bank details and identity information. I realize these fields violated your form policy. I have subsequently deleted the form but my two remaining forms are still disabled.
Please can you help? I provide accounting services to the restaurant industry and the forms are used for a daily cash-up so it is fairly critical that they work!
Also, how can I create a legitimate new employee form? I need employee bank details to ensure the staff get paid correctly each month.
Hi Tarryn, thank you for contacting us.
I believe I have already addressed the part about account reactivation in your other question: https://www.jotform.com/answers/1021927
As to how to collect and process payment information properly, please consider using one of the payment integration options we provide: https://www.jotform.com/help/323-Mastering-Payment-Form-Integrations-with-JotForm
If you have more questions or need further assistance, please let us know. Thank you.
I have had a look at the payment integration options and none suite my requirements. I do not wish to process any payments but I want to capture my employees bank account details so that I can import these into my payroll system.
Can you suggest a way this might be achieved?
Due to sensitivity of bank account details, Tarryn, please collect this information some other way. You can collect all the other information through your JotForm form, except for payment details such as credit cards and banking details.
Essentially, your employees should provide their payment details some other way to you.
I hope this helps, but please let us know if there is anything else we can do to help. Thank you.