Integration After Client Submit Form And Make Payments

Hello,

I have created a Jotform for our clients to submit their information and make payments. Initially, I tried to integrate PayPal checkout directly within the Jotform, but I encountered frequent issues with completing payments.

Therefore, I have decided to switch to using PayPal Invoice. However, this change affects the submissions that were made before the switch, as they were submitted before clients made payments.

I am now facing challenges in setting up automations after clients make payments because I cannot connect these payments to the submission forms.

Your cooperation and suggestions on how to tackle this issue would be greatly appreciated.

Thank you.

Hello Minh Lu,

Thanks for reaching out to Jotform Support. I’m sorry that you're having difficulties with this. Can you please explain the issue in a bit more detail? So we can better understand it and guide you accordingly.

When you integrate the form with any of the Payment gateways present on our platform, The payments get processed only after users click on the submit button after filling out the whole form. The submissions are taking place at first only and after the submission is made the user is getting redirected to the payment portal to complete the payment.

If, for some reason, the payment is not completed, the submission goes to the incomplete section in your table, and it won't be seen in your submission table. Once you mark that submission as completed, then it will be moved from the incomplete section to the submission table.

It's really easy to view your Incomplete Submissions. There are 2 ways to do it, let me show you how:

For the first way:

• Open your My Forms page and choose your form.
• In the toolbar at the top of the page, click on Submissions. That's it.

For the second way:

• Click on the More menu on the right side of your form.
• In the Data column, choose Submissions.

• Click on the Three Dots icon, and then in the dropdown menu, click on Incomplete Submissions.

• To view the incomplete submission, click on View. That will open the form with the incomplete submission in a new tab:

• If you want to delete the incomplete submission, click on Delete and confirm the deletion in the popup window that comes up.
• If you want to delete multiple incomplete submissions at once, choose the submissions in the list and click on Delete.



You can also check out our more detailed guide about this here.

It would be great if you could let us know how changing the payment processor affected the flow of the submission on your end, so we can better understand what issue you are facing, so we can guide you accordingly.

Once we hear back from you, we'll be able to move forward with a solution.

Hello Ravi,

Despite the invoice not being paid, the submission associated with it has already been submitted. Consequently, I am unable to implement certain automations as planned.

Could you please advise on how I can integrate this invoice with its corresponding submission? Perhaps by utilizing an "abc ID" or any other method you suggest?

Your assistance in resolving this matter would be greatly appreciated.

Thank you for your attention to this issue.

Hi Minh Lu,

Thanks for getting back to us. I'm sorry you're having difficulties with this. If you can share the link to your form, I can check it out and help you with a solution.

After we hear back from you, we’ll have a better idea of what’s going on and how to help.

Hi Waqas,

Please note: This is just my demo form, and I want to test on it before I bring it to my form for client submitting.

Build Form: https://www.jotform.com/build/240500912877052

Public form: https://form.jotform.com/240500912877052

Thank you.

Hi Minh Lu,

Thanks for getting back to us. I checked your form, and it appears that everything is set up correctly.  Jotform offers a way for form owners to generate an invoice for their payment forms. It's easy to set up. Let me show you how:

1. Once you’ve set up the Payment Gateway, click the Wand icon to open Payment Settings.
2. Click the Invoice tab.
3. Toggle Enable Invoice to Yes.

You can enter your business details under the Your Business Details section. The information will appear on your invoices. We also have a guide about How to Generate an Invoice for Your Payment Form that you can check out.

Give it a try and let us know if you need any other help.

Hi Waqas,

So sorry, I have a mistake when providing my form for you.

This is the correct form that I have add Paypal Invoice payment method: https://www.jotform.com/build/240991625919468

Can you recheck this form, I have tested and despite the invoice not being paid, the submission associated with it has already been submitted. Consequently, I am unable to implement certain automations as planned.

Thank you.

Hi Minh Lu,

Thanks for getting back to us. Keep in mind that you need to require the payment field in your form so no one can skip it without payment submission. If a lot of fields on your forms are set to Unrequired, this means that anyone filling out your form can submit it without filling out any of those form fields. To prevent all of these empty submissions, you can set them all to Required in two simple steps:

1. Open your form in Form Builder and select all of your form fields by using the CMD + A or CTRL + A shortcut.
2. In the options that you see at the top of the screen, just click on Require, and you're done.

That's it. Now, anyone filling out your form will have to fill out all of the form fields to be able to submit the form:

Give it a try and let us know how it goes.

Hello Waqas,

I have set the payment is required, but it's not the issue I am facing. When I try to test this form, it can still submit, and auto create an invoice. But despite the invoice not being paid, the submission associated with it has already been submitted.

Hi Minh Lu,

Thanks for reaching out to Jotform Support. We’re sorry you're having difficulties with this. ​​I cloned and tested your form and had the same issue, so I created a ticket and escalated this to our Developer team.

Although we don't know exactly when the issue will be fixed, we’ll circle back to this thread when we have an update.

Thanks for your patience and understanding, we appreciate it.

Hi Minh Lu,

Thanks for your patience and understanding, we appreciate it. We got the reply from our developer team, and they mentioned that the purpose of PayPal invoicing is creating invoices. If the invoice is created, the submissions are marked as a successful submission.

At a moment, it doesn't check whether it is paid or not. This was a product decision, so this isn't the issue, it is an expected behavior of PayPal invoicing. Our developers took a note of your concern and mentioned they'd give a priority to this request in the future.

I would suggest you to check out our other payment processor which you can use to take a payment from your user. Here is the link to the list of our Payment Processor Integrations | Jotform.

Reach out again if you require any other help.

Hi Ravi,

Thank you for the information. I really appreciate it.

I am trying to use PayPal Personal Payment, and I hope it will work smoothly without any issues like PayPal Checkout.

Thanks & Best Regards,

Minh Lu