I would like to know if it is possible to create a payment form that will allow my customers to make payments on an invoice and track their balance .

  • Profile Image
    timelessbrands
    Asked on June 21, 2017 at 07:34 AM

    I have a travel company and my clients make payments towards there trip. The goal is to create an invoicing form that will track their individual trip. allowing them to make payments on the invoice and keep track of their balance .

     

    For example

    customer pays a deposit for a trip

    an order number is auto created

    I then create an invoice for the customer specific to that order number

    customer can then use that order number to pull up/login/input (either would work just need to associate the order number to the invoice/payment) their invoice and make a payment on it

  • Profile Image
    liyam
    Answered on June 21, 2017 at 10:56 AM

    Unfortunately, it's not possible to track balances of invoices through the forms created here as there is no way to handle membership accounts. What can forms do here in JotForm is receive submissions on a cumulative basis. But if you are to create your own system that can handle form submissions and manage a database which can do managing of their balances, it's possible to make use of JotForm as your gateway to receive submissions for it by means of post data submission or webhooks.

    You can check out these guides for more information (if in case you would like the idea getting submissions to your own database):

    https://www.jotform.com/help/245-How-to-Setup-a-Webhook-with-JotForm

    https://www.jotform.com/help/248-Webhook-PHP-Script-Examples

    https://www.jotform.com/help/51-How-to-Post-Submission-Data-to-Thank-You-Page