Payment Integration: Bypassing credit card option

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    Pegazo1
    Asked on October 30, 2017 at 01:16 PM

    Some of our donors prefer to make a pledge (let's say, in September) and then mail a check to fulfill the pledge (let's say, in February).

    Our form has Authorize.net integrated.

    1) Can I fix it so that a donor can make a pledge, skip the credit card portion, just tell us the amount, and still submit the form? When I test this, I get an error. If this is impossible with Auth.net but possible with a different payment integration, I would be interested in hearing about that -- for future reference.

    2) A slightly less ideal situation would be: If the donor chooses "Pledge" then there's a mailto link so that they can e-mail the pledge amount to us, and also, the JotForm closes.  (The JotForm closing is the hard part, as far as I can tell.)

    Thanks very much!




  • Profile Image
    Chriistian
    Answered on October 30, 2017 at 01:39 PM

    1) Can I fix it so that a donor can make a pledge, skip the credit card portion, just tell us the amount, and still submit the form? When I test this, I get an error. If this is impossible with Auth.net but possible with a different payment integration, I would be interested in hearing about that -- for future reference.

    - You may be looking for a feature like the one in this guide: How to Set up PayPal Along with Other Payment Options. But the feature uses PayPal and adds an option to pay by check which you can probably replace with your "pledge" option.


    2) A slightly less ideal situation would be: If the donor chooses "Pledge" then there's a mailto link so that they can e-mail the pledge amount to us, and also, the JotForm closes.  (The JotForm closing is the hard part, as far as I can tell.)

    - Do you mean you want to get emailed when someone chooses the "pledge" option? You can make use of our Email Notification feature. Please see Setting up Email Notifications

  • Profile Image
    Pegazo1
    Answered on October 30, 2017 at 04:22 PM

    Thanks for getting right back to me!

    1) When I try to enter a pledge, without any credit card number, I get an error -- PCI::Error on transaction....  I will insert a screen shot.  So my conclusion is that this must be an Auth.net issue, not a JotForm issue.

    1509394710missing number error.JPG

    2)  If a donor wants to pledge only, then they'll be able to click on a mailto link that opens an e-mail to one of us at the school.  This is fine, but the hard part is, how do I make the Jotform automatically close?  Or even just add a button that says "Close form" or something -- that would be OK too.

    Thanks!

    Peggy

    John Burroughs School


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    aubreybourke
    Answered on October 30, 2017 at 05:46 PM

    1. As another option you can use the purchase order tool for this purpose. It records the transaction details but doesn't charge the customer:

    How to Create Payment Form with Purchase Order  

     

    2. When the customer submits the form we use a thank you page to complete the process. You can show one or you can redirect your customer to any URL on the internet instead.

    Setting up the Thank You Page  

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    Pegazo1
    Answered on October 31, 2017 at 06:01 PM

    Thank you, Aubrey,

    1)  That sounds good, but I cannot have both Authorize.net AND the Purchase Order tool on the same form.  In the Payments, the Purchase Order tool is grayed out.  If I could choose both of them, I bet that would work.

    2)  In this forum, I have read that a lightbox always has an X in the upper right corner, which means "close this form".  That's good.  If we have to use a mailto link to allow a user to submit a pledge, then at least they'll see a way to close the form easily.

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    Jan
    Answered on October 31, 2017 at 10:30 PM

    You are correct, you can only use 1 payment integration in a single form. However, there is a workaround wherein you can create another form and embed it to the main form via the iFrame Embed widget. Please check these guides: 

    How-to-Create-a-Basic-Multiple-Payment-form
    How-to-Update-the--Multiple-Payment-Form

    If you have any issues with the Lightbox form, please let us know. Thank you.

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    Pegazo1
    Answered on November 01, 2017 at 02:02 PM

    Great!  This looks like the very best solution; thank you!

    https://form.jotform.com/72915749320157