How to setup a Payment Form that doesn't require payment?

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    mcohen
    Asked on March 13, 2017 at 11:01 AM

    Hello,

     

    I need to build a form that willl allow my customers to choose different items of interest that have a cost and I would like the form to add the different items together plus add the tax to give a total.  Basically I need a mini shopping cart with only 5 items but I don't want checkout.  It will just be a form submission that we will get credit information after but it's important the customer knows the total of what they will be paying later.  Is there a way for me to do this with Jotform?

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    Jim_R
    Answered on March 13, 2017 at 01:39 PM

    You can achieve this by using the Purchase Order payment tool.

    Afterwards, you may start adding products, along with its options/quantities, and the payment field will automatically tally the total. I'm listing some guides below that would help you get started.

    Related guides:

    Order-Form-Basics 

    How-to-Add-Options-to-Payment-Forms 

    Setting-Up-Your-First-Order-Form 

    It's also worth mentioning that even if you will use an actual Payment Processor and you don't want to charge your customers immediately, some processors offer a sort of Payment Authorization to achieve that.

    Complete guide: How-to-Enable-Payment-Authorization