Capture credit card details and charge customer only after we have calculated the shipping fee based on weight

  • Profile Image
    rmyarns
    Asked on July 04, 2018 at 10:59 AM

    Hi,

    I made my first form with your site. It is an Order Form that includes a customer's credit card number with expiration date.

    The customer's Order Form comes to us and they also get a copy emailed to them.  I'm a little worried that their full credit card number is listed in case someone "hacks" their email.

    Is there a way to only show the last 4 digits of the credit card number on THEIR EMAIL NOTIFICATION ONLY?  We still need the full number to come to our email in order to complete the order.

    Are the emails encrypted that go to email addresses via jotform?

    Thanks.  Phyllis

  • Profile Image
    Vanessa_T
    Answered on July 04, 2018 at 11:42 AM

    Please note that it is not at all allowed to ask for Credit Card details in plain text format within any of your forms. I have removed those Credit Card related fields within your forms or else your account will get suspended once it is reviewed. Moving forward, please use any of our Payment Integrations to accept payments within your form.

    Payment Integration

    Payment Forms Guides

    As I can gather, I understand that the creation of such fields were not meant for bad intentions, however, do also note that we have an active Phishing system that scans for malicious forms and disables them if necessary and also have a team of reviewers for such process.

  • Profile Image
    rmyarns
    Answered on July 04, 2018 at 11:55 AM

    Thank you for your reply.  I did not know I could not ask for CC information on your forms.

    However, we cannot use the normal payment forms because we DO NOT know the actual cost of the products being sent until they are weighed and boxed....every cone of yarn weighs differently.

    We usually fill the order, charge the order with the CC infor provided and ship the order.  We then send our customers the actual amount that was charged to their CC.  Our customers know we function this way and are good with it.

    How can we obtain the CC information on an Order Form and NOT charge the order until after the form is printed out and completed?

    Thanks.  Phyllis

  • Profile Image
    rmyarns
    Answered on July 04, 2018 at 12:01 PM

    I added a "CardConnect" option to the Order Form.  I an input the Merchant ID, etc. AFTER you say this is allowed.

    Please advise.  I'm just trying to explore various ways I can duplicate the Order Form I was using BEFORE I switched to JotForm.

    Thanks.  Phyllis

  • Profile Image
    Vanessa_T
    Answered on July 04, 2018 at 02:03 PM

    With CardConnect, I don't see a way for you to charge later using a different amount. You can use Purchase Order instead just to capture the order, then manually contact the client for payment instructions.

    However, browsing thru all our guides, I may have found a solution for you without going thru the hassle of manually contacting the client. Using Stripe payment processor, it will allow you to capture the credit card details (the details are stored in Stripe and not sent to you) then bill the customer at a later date for a different amount (in your case, adding shipping fee).

    With my testing, I was able run thru a test billing for an order with a different amount other than the one on the form by going thru these steps:

    1. Setup Stripe payment on your form as authorization only.

    2. Make sure to set the following two items as shown.

    15307256021.png

    3. Once the user submits the form, the details are saved under Pending Charges. Go to your submission page and click Pending Charges.

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    15307262843.png

    4. When you're ready to charge the customer, click on the Stripe Customer ID. It will then redirect you to Stripe website. Please note that by charging the client thru Stripe website, instead of the Charge Now button, the submission will stay under Pending Charges.

    15307263754.png

    5. Within Stripe, you will see an option to Create Payment, here you can input the order amount with the shipping fee. 

    15307263926.png

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    Please note that I have only been able to do this in Test Mode, but this is the closest solution I can give you. Let us know how it works for you.