How to add a place to receive a deposit and then final payment

  • Tessaro_Michelle
    Asked on April 26, 2024 at 12:38 PM

    What does it cost to have someone help me with this step?

  • Kenneth JotForm Support
    Replied on April 26, 2024 at 1:43 PM

    Hi Michelle,

    Thanks for reaching out to Jotform Support. I understand your goal of incorporating deposit and full payment options into your form. While we don't directly provide form creation services, we have JotForm Solution partners who can assist you with that. Additionally, we're here to offer support and guidance throughout this process via this thread. Let me show you how:

    1. In Form Builder page, choose Build from the top orange menu bar.
    2. Navigate to the left, select Add Form Elements.
    3. Under the Basic Tab, select and drag Multiple Choice Field into your form.How to add a place to receive a deposit and then final payment Image 1 Screenshot 90
    4. Now, select Properties(Gear Icon).
    5. Under the Options Tab, add you Product Details.
    6. Let's proceed by adding the Price of your Products by switching on Calculation Values.How to add a place to receive a deposit and then final payment Image 2 Screenshot 101

    Let's continue by adding the Total and Calculations.

    1. Choose Form Calculation under the Widgets tab and drag into your form.
    2. Now, select Widget Settings(Wand Icon) and Add the Product Field then click Save.
    3. Add Two Form Calculation Widget, for your Total and Overall Total. How to add a place to receive a deposit and then final payment Image 3 Screenshot 112
    4. Let's add now the Payment Options by adding Single Choice Field.
      (You can also add another choice for Balance Payment)
      How to add a place to receive a deposit and then final payment Image 4 Screenshot 123

    Finally, let's set up your Conditional Logic

    1. In Form Builder page, choose Settings from the top orange menu bar.
    2. Navigate to the left, select Conditions and select Add Condition.
    3. Now, click on Update/Calculate Fields. How to add a place to receive a deposit and then final payment Image 5 Screenshot 134
    4. Add the two Conditions illustrated below and click on Save.
    5. Finally, Add your desired Payment Integration.

    How to add a place to receive a deposit and then final payment Image 6 Screenshot 145How to add a place to receive a deposit and then final payment Image 7 Screenshot 156

    Check out the screencast below to see my results: How to add a place to receive a deposit and then final payment Image 8 Screenshot 167 Feel free to clone my Test Form.

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

  • Tessaro_Michelle
    Replied on April 26, 2024 at 1:50 PM
    Thank you very much, I will try to follow this step-by-step tutorial
    Sincerely,
    Michelle Tessaro
    Booking Manager for Heather Ruesch
    785-630-0750
    ...
 
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