Calculate Credit Card Transaction Amount based on selection

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    pdclubgi
    Asked on May 02, 2017 at 10:08 PM

    Can you please tell me what the best way to go about setting this up and having the form auto-populate the dollar amounts in the credit card processing section based what is selected from the drop-down?

    Membership Renewal - leave "amount blank" because it varies and would require user to enter their own

    Replacement Key Card = $5

    New Member Application Fee and Key Card $30

    Other - leave flexible 

    Thank you!

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    jonathan
    Answered on May 02, 2017 at 11:29 PM

    The Assign Calculation Value feature will work best for this.

    User guide: https://www.jotform.com/help/301-How-to-Assign-Calculation-Value

    Steps:

    #1 Assign Calculation value to the choices/options in the Dropdown list.

     

    #2 Add Form Calculation widget to capture the value.

     

     

     

    #3 Assign the value from Calculation widget to Payment field.

    User guide: How-to-Pass-a-Calculation-to-a-Payment-Field

     

     

    #4 Save your form.

     

     

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    jonathan
    Answered on May 02, 2017 at 11:34 PM

    Here is my demo form you can test https://www.jotformpro.com/71219268419966

     

     

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    pdclubgi
    Answered on May 03, 2017 at 08:52 AM

    Thank you but I need the "Renewal" and the "Other" options - user defined.  Is that possible?

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    Mike_G
    Answered on May 03, 2017 at 10:34 AM

    If that is the case, then you need to add another textbox field in your form where your respondents will be able to define the values for the "Renewal" and "Other" option, then you need to setup the calculation values of the drop down field similar to what is shown in the image below.

    Since the "Renewal" and the "Other" option will be user defined, it is just proper to place a zero (0) calculation value for those options.

    Then, add a textbox field (Amount) and create the condition shown in the screenshot below.

    After that, setup the Form Calculation widget to where the (selected option) value of the drop-down field and the amount entered in the Amount (additional textbox) field is added.

    And lastly, do not forget to hide the "Total Amount" (Form Calculation widget) from your form and pass its amount to the payment field as described by my colleague, Jonathan, above.

    Below is a link to a clone version of your form where I have applied the workaround above. Please check it and, if you want, you can also clone it to your account so you can inspect it better.

    https://form.jotform.com/71224334752956

    Another thing, if you want the "Amount" field to reset to 0 or have no value when the drop-down field is filled or its selection is changed, then you can add the condition below.

    That condition will prevent an entered value remain in the "Amount" field when the respondent of your form changed its mind and switch to another option in the drop-down.

    I hope this helps. If you have any further questions or concerns regarding this, please feel free to contact us again anytime.

    Thank you.

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    pdclubgi
    Answered on May 03, 2017 at 05:19 PM

    Awesome thank you!

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    pdclubgi
    Answered on May 04, 2017 at 09:39 AM

    I just tried a testing transaction.  Right now I have a sub-label for the "Amount to be charged on card' that says "Enter Amount You Would Like To Pay"  I noticed that this sublabel is the description of the product on the transaction receipts

    Is there a way to pull the "reason" from the dropdown at the top to be the purchase description instead?  Or do you have other suggestions?

     

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    Kiran
    Answered on May 04, 2017 at 11:27 AM

    @pdclubgi,

    Your other question is moved to a separate thread and shall be addressed there shortly.

    https://www.jotform.com/answers/1136328

    Thank you!