How can a customer select/use different forms of payment

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    NStarOrchard
    Asked on December 22, 2017 at 09:01 AM

    Previously, using the service "Email Me Form", I could program it so that customers could choose to either use a check or Paypal for payment. If they chose check, the form was submitted and both they and I received a copy, which I could then follow up on when their check arrived.

    If they chose "PayPal", upon submission they'd got straight through to PayPal, make the payment, and they and I would receive a copy of the submission and the fact that it was paid.

    I'm trying to switch all of my forms away from Email Me Form to JotForm, but I'm struggling with how to program this functionality using your form. I like the more robust logic capabilities and am hopeful to end up with one form for all of my customer's locations, instead of the 5 forms I have to work with on Email Me Form to do the same thing.

    The form I've got started to work on this is called "CSA Signup Form Trial"

    This link shows a copy of a current Email Me Form, which shows the basic setup of what I'm talking about.

    Having used JotForm this year for events, I know that if people don't pay (when PayPal is integrated on the form) they can submit the form, but neither they nor I would get a copy of that submission. It would simply show as a "incomplete" in the data. This is not ideal for my purpose, as if people who wanted to pay by check used that, it would become very clunky and difficult to manage, as most people prefer to send me a check.

    Thanks for any guidance!


  • Profile Image
    Ardian_L
    Answered on December 22, 2017 at 09:26 AM

    Thank you for considering JotForm. We have a lot of options for payments. You can choose Purchase Order, and the customer will pay when they receive the product, or through PayPal.

    1513952441Payment.gif

    Please check this url on how to Integrate PayPal: https://www.jotform.com/help/50-PayPal-Forms

    And this url on how to Integrate Purchase Order: https://www.jotform.com/help/460-How-to-Create-Payment-Form-with-Purchase-Order

    The link below has all the payments that can be done and further explanations on how to achieve them: https://www.jotform.com/help/323-Mastering-Payment-Form-Integrations-with-JotForm

    Please let us know if you have any other question.


  • Profile Image
    NStarOrchard
    Answered on December 22, 2017 at 10:25 AM

    When I went to look into that, it said I could only have "one payment field per form".

    So I'm not sure if there's a way to offer people BOTH the option to pay by check or by PayPal on the same form? That's what I need to be able to do. 

    If they don't want to pay with PayPal, then the form has to be able to properly submit without it.

    Thanks

  • Profile Image
    ashwin_d
    Answered on December 22, 2017 at 11:44 AM

    With a little workaround it is possible to achieve your requirement of allowing users to pay by check or PayPal account. You may like to take a look at the following guide which should help you:  https://www.jotform.com/help/120-How-to-Set-up-PayPal-Along-with-Other-Payment-Options 

    Hope this helps.

    Do try it out and get back to us if you have any questions.

  • Profile Image
    NStarOrchard
    Answered on December 27, 2017 at 02:54 PM

    This works fine...

    BUT...

    How can I get the "Text Field" to show up in the customer's autoresponder email? There's no way they're going to all pay directly while they're sitting there filling in the form. I need to have the "Text Field" (which would contain the pricing, etc.) in the autoresponder they receive.


    I cannot put the pricing in the text of that email, as we charge a different amount via credit card and check, and that would just confuse everyone.


    There should be a way in the "Conditions" to tell it to show that field in the autoresponder, seems to me.

  • Profile Image
    EltonCris
    Answered on December 27, 2017 at 04:20 PM

    Thanks for the clarification.

    There's actually a workaround. That's to replace the payment field with a regular radio field (Single Choice) containing the product options through conditions, similar to your form.

    Demo: https://form.jotform.com/73606697168975

    Feel free to clone this form if you like http://www.jotform.com/help/28-Cloning-a-Form-from-a-Web-Page.