I am not a business person so bear with me please.

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    capt742000
    Asked on January 17, 2018 at 01:31 AM

    I am not a business person so bear with me please.

    If the example purchase order form above https://www.jotform.com/72437801358964 is used, what happens after it is submitted? How does the payment get to the business owner. Does a copy of the order get get printed and sent\mailed in with the payment?

    Mike



    This is a re-post of a comment on How to Create Payment Form with Purchase Order

  • Profile Image
    Ardian_L
    Answered on January 17, 2018 at 08:13 AM

    The purchase order payment tool allows you to create payment forms without payment vendor integration. In other words, no actual payments will be processed.

    You will receive the order to your email with the products, quantity and the total price. And then you can proceed with your own payment procedures. 

    If this isn't what you are looking for, you can try another payment process like PayPal or Authorize.net

    https://www.jotform.com/help/391-How-to-Integrate-Form-with-Paypal-Standard-

    Please read more about payments on the link below:

    https://www.jotform.com/help/323-Mastering-Payment-Form-Integrations-with-JotForm

    Let us know if you have any other question.

  • Profile Image
    capt742000
    Answered on January 17, 2018 at 09:43 AM
    First, thank you for your responses. They are very helpful.
    My Form as of now has 2 amt fields on them. One is for payment if a check
    will be mailed in with the form after it is printed.
    The other field is for payment via PayPal or credit card.
    As of now it looks like the company I am creating this form for, does not
    have a PayPal account. That being said, can I just delete the PayPal field
    option, and leave the other amt field or must I create a "Purchase Order"
    field instead?
    Thank you,
    Mike
    https://form.jotform.com/capt742000/magnolia-greens-20th-anniversary-ce
    ...
  • Profile Image
    Ardian_L
    Answered on January 17, 2018 at 10:50 AM

     It is up to your needs, if PayPal doesn't work for you, you can choose Purchase Order or any other payment processor that JotForm offers:

    1516204244Payment.gif

    Please let us know if you have any other question.

  • Profile Image
    capt742000
    Answered on January 17, 2018 at 03:43 PM
    My form is already built and the PayPal options that are selected are
    grayed out. How do I un-select PayPal and then select Purchase order for a
    field that is already defined? (Perhaps the other field is already
    designated as a Purchase Order, but how can I tell if it is?
    Thanks,
    Mike
    ...
  • Profile Image
    Adrian
    Answered on January 17, 2018 at 04:52 PM

    You have integrated Purchase Order in your form.

    1516225858The_Easiest_Online_Form_Builde

    You can see in the screenshot that Purchase Order is your active Payment Integration.

    If you want to change it (which I think you don't), you have to delete it and the other options will become available.


    Let us know if you have further questions.

  • Profile Image
    capt742000
    Answered on January 18, 2018 at 12:43 PM
    So Sorry, but the form you displayed was a test form I created and have now
    deleted.
    Here is the form I am using:
    https://form.jotform.com/capt742000/magnolia-greens-20th-anniversary-ce
    The field I am interested in is the "Amount Enclosed" Field. Is it
    considered a "purchase order" or am I confused?
    Mike
    ...
  • Profile Image
    Adrian
    Answered on January 18, 2018 at 01:09 PM

    The Purchase Order Integration differs from other payment methods because no payments will be processed on form submission. It has almost all the other features that other payment methods have, like SHIPPING options, creating products, coupon codes, etc.

    You can send the Bank Account information along with a Reference number on the email that is sent when the submission is made. So, no invoice is generated by default.

    How to Edit the Email Template for Notifications and Autoresponders


    The field that you are interested in (Amount Enclosed) is a Simple Text Field. You can use that as the Total that the user has to pay.


    Let us know if you have further questions.

  • Profile Image
    capt742000
    Answered on January 18, 2018 at 05:43 PM
    Thank you. That info helps me.
    Mike
    ...