Can a Jotform 'form' be customised to accept Direct Debit details

  • Profile Image
    damonzer
    Asked on November 30, 2017 at 10:46 AM

    Hello.

    I have a form I've built that takes user details, product order information with two payment options - Paypal, and I want the other to be Direct Debit. With the Form having a section where bank details are supplied.

    The issue is, taking direct debit details electronically requires (in the UK) for the data to be linked to a BACS approved provider or with software that check validity of information, and provides the correct legal safeguards.

    For DD, legally this requires me to have either:

    1} a link to an external BACS approved provider's site where details are filled in on their own provided URL - possibly then redirected back to my Form...

    2} Or, coding having supplied onto a form that allows secure BACS (bank account checking) links confirm details supplied by a user - linked with some Form elements, or having a customer element created within my Form.


    Option 1... 

    If DD is a chosen payment method, could (somehow) be a link from a NEXT button bring a user to a second submit button that then takes a user to an external URL dd link form to fill in (The first submit button being linked to Paypal order submission). With Form details provided on earlier pages submitted to myself and user?


    Option 2,

    Can a form have included, external coding linked into an element (or have a bespoke element created within a form (an iFrame?) that would provide the legal (real time) bank information checks of inputted?


    Your thoughts on this would be appreciated

    Damon 

  • Profile Image
    Kevin_G
    Answered on November 30, 2017 at 12:56 PM

    I think both options will be possible: 

    1. It's possible to change the thank you link based on a user's selection, you may ask the payment method and if they chose PayPal you will show the PayPal payment field, otherwise you will redirect them to your custom form once they click on the submit button. 

    Please check this guide that will help you doing so: https://www.jotform.com/help/317-Change-Thank-You-Page-URL-Based-on-a-Condition 

    You may even send any of the submitted information through the POST method: https://www.jotform.com/help/213-Send-Submission-Data-via-Post-Method-and-Thank-You-Settings 

    2. We have an iFrame embed widget that may help you displaying your custom form inside the JotForm form, but since asking for bank details (credit card or any other sensitive information) is not allowed as per our terms, I'm not sure if your form may be cataloged as phishing even though you're not asking that info directly on the Jotform form. 

    However, the link to the iFrame embed widget is here: https://widgets.jotform.com/widget/iframe_embed 

    This guide will help you adding the widget to your form: https://www.jotform.com/help/252-How-to-Add-a-Widget-to-Your-Form 

    Now, on this case if your users select the direct debit option you may show the iFrame widget, otherwise you may show the PayPal field, this guide will help you doing that: https://www.jotform.com/help/316-How-to-Show-or-Hide-Fields-Base-on-User-s-Answer 

    I hope  this helps.