Order Form without Payment Integration

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    nnsnts
    Asked on November 06, 2017 at 03:26 PM

    Hi, I wanted to ask if it there is any way we could use the Order Form template without requiring payment? We essentially need it so that our rep could send us back a filled out order form and then we would create the invoice and then have the customer pay once they agree to it.

    Thanks.

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    aubreybourke
    Answered on November 06, 2017 at 04:43 PM

    Yes you can use the purchase order tool. It collects the transaction information. But doesn't charge the customer:

    How to Create Payment Form with Purchase Order  

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    nnsnts
    Answered on November 06, 2017 at 05:39 PM

    Hey AubreyBourke, thank you so much for directing me to that link! :) Newbie here, so I totally didn't know that it's available. Appreciate it!

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    Kiran
    Answered on November 06, 2017 at 11:37 PM

    No worries, @nnsnts. Creating a form with JotForm is as easy as 1-2-3. Please do not hesitate to get back to us if you need any further assistance. We will be happy to help. 

    Thank you!