How do I apply a check payment?

  • Cleggie4
    Asked on August 3, 2017 at 11:19 AM

    We are using JotForm for our online registration system, and it is WONDERFUL!  We also have a registration brochure that we mailed out with a registration form for those who do not wish to register online.  How do I register them and apply a check payment so they get a receipt and I have their information?

    Thank you!  Jennifer Clegg, URA

  • David JotForm Support
    Replied on August 3, 2017 at 1:25 PM

    For this setup, you could use the same form but a bit different setup.  Since you already have all your options created outside the payment field, it will be quite easy to do.

    First, assign calculation values to your options:

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

    I would recommend adding separate choices for member and non-member registrations so each can have its own calculation value.

    Next, total up those values in a calculation field:

    https://www.jotform.com/help/259-How-to-perform-calculation-in-the-form

    This will give you a total for the cost of the registrations without having to use the total from the payment field.  You can pass that total to the payment field instead of using your current products.

    https://www.jotform.com/help/275-How-to-pass-a-calculation-to-a-payment-field

    This gives the added benefit of users not having to select the number of registrations twice.

    Add in a field that gives the option to pay by check or credit card, then conditionally show the payment field based on what selection is made:

    https://www.jotform.com/help/120-How-to-Set-up-PayPal-Along-with-Other-Payment-Options

    With this setup, users can submit the form without payment if they will be paying by check at a later time.