Collect Customer Credit Card Information Securely

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    Asked on February 07, 2018 at 02:30 PM

    I need to request credit card information so my purchasing dept. can run a credit check. However, the form also asks questions whose answers I do need to see. The customer is not billed until later after a project is completed, as long as they pass the initial credit check. 

    1. How do I set up the form so there is data to collect that I need to see and data to collect that ONLY my purchasing contact needs to see?

    We have no idea if these customers go through any type of payment service, e.g., PayPal. We assume they don't on their end.

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    Answered on February 07, 2018 at 03:26 PM

    We actually do not allow for the collection of credit card details through forms.  As per our terms of use:

    Collecting Sensitive Information. You may not use the JotForm to collect certain types of sensitive information, including but not limited to credit card information and any type of login credentials. You may collect some sensitive information such as social security numbers or driver’s license numbers, but you are required to use best security practices of JotForm including SSL and Encrypted Forms features. You are solely responsible for compliance with any data protection and privacy laws and rules applicable to the sensitive information.

    We have recently needed to become much strict on this due to becoming PCI compliant.  This required removing any currently stored credit card data from our system.  I would recommend removing and credit card fields from forms.

    If you require payment authorization, that can be done through one of our many payment processors: