How can I change the payment processor integrated with my form

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    JMorse
    Asked on February 06, 2018 at 03:14 PM

    1. Is it possible to copy all my products that I set up for PayPal on one form to another form and use a different payment method on that form?

    2. Is it possible to change payment methods for products once they have been set up for a payment method. IOW, if they were set up for PayPal, can they be changed to Purchase Order method?

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    Jim_R
    Answered on February 06, 2018 at 05:16 PM

    1. Is it possible to copy all my products that I set up for PayPal on one form to another form and use a different payment method on that form?

    To achieve this, you have to clone your form first.

    Complete guide: How-to-Clone-an-Existing-Form-from-a-URL

    Afterwards, delete the PayPal payment field on the cloned copy (it will prompt you that your products will be deleted). Then, add your new/preferred payment gateway. The form builder will automatically re-add the products previously associated with PayPal.

    2. Is it possible to change payment methods for products once they have been set up for a payment method. IOW, if they were set up for PayPal, can they be changed to Purchase Order method?

    Yes, that's doable too using the same principle as above for as long you are deleting a payment field that sells products, which will be replaced with  another payment field that sells products too.

    Just delete the PayPal payment field on your form > then re-add your new payment gateway.

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    JMorse
    Answered on February 06, 2018 at 08:10 PM

    Well, that was easy....but decidedly not obvious that when you delete a payment field that all your products are not lost along with it. Thanks for your help.