How to set minimum payment amount in the form?

  • shinevessels
    Asked on May 23, 2018 at 9:12 PM

    I need to be able to charge a minimum amount for an insurance policy form. I saw the "Minimum price in payment tool" chain from 2013 and wanted to know if improvements have been made since then? If not, can you please offer a workaround? We're currently taking purchases below our minimum and having to reach back out to customers which is a poor experience. 

    Thank you

  • Nik_C
    Replied on May 24, 2018 at 2:23 AM

    When you say "minimum amount" I assume your users are entering the amount by themselves?

    A workaround would be to use Number field:

    1527142491Screen Shot 2018 05 24 at 8 Screenshot 10

    That you will insert in Form calculations widget:

    1527142613Screen Shot 2018 05 24 at 8 Screenshot 21

    Finally, you can insert Form calculation field to payment field:

    1527142790Screen Shot 2018 05 24 at 8 Screenshot 32

    So when a user enters the amount he will get a message like this:

    1527142884Screen Shot 2018 05 24 at 8 Screenshot 43

    Please check this test form: https://form.jotform.com/81431554691963

    Let us know if that could work for you.

    Thank you!

  • shinevessels
    Replied on May 24, 2018 at 2:07 PM

    Thanks Nik, 

    We have individual products already setup that customers are selecting from so can you clarify how the number field would work with that?

    Basically the minimum payment any customer should pay is $240. For example, if something is $10 per person and they sign up 20 people ($200) they would still be prompted to pay $240. If they have 40 people to sign up then they would be charged $400.

  • Nik_C
    Replied on May 24, 2018 at 3:49 PM

    Thank you for additional information.

    That should be doable.

    It is a bit complicated and your users will have to manually correct the price since I don't see another way at this time.

    So this is the workflow:

    1) Create your products with checkbox and drop-down field:

    1527190428Screen Shot 2018 05 24 at 9 Screenshot 10

    A drop-down field will act as quantity field:

    1527190473Screen Shot 2018 05 24 at 9 Screenshot 21

    2) Then create a condition that will multiply product and quantity field and put the result into the number field:

    1527190514Screen Shot 2018 05 24 at 9 Screenshot 32

    So the minimum amount would be respected.

    The complication here is that if you allow them to purchase multiple products, then you could insert another Number field, checkbox, and dropdown:

    1527191044Screen Shot 2018 05 24 at 9 Screenshot 43

    And it would work like this:

    1527191112Screen Shot 2018 05 24 at 9 Screenshot 54

    But the issue I see there is that your users that buy for 40 people would have to pay $400 and that's fine, but if they try to correct that price they will be able.

    So inserted this condition (for both number fields):

    1527191265Screen Shot 2018 05 24 at 9 Screenshot 65

    Both fields will become read-only if they are over 240$, so your users will not be able to change the price.

    Please check my updated form: https://form.jotform.com/81431554691963

    Let us know how it worked.

    Thank you!