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sharingthelovefoundationAsked on August 16, 2018 at 8:52 AM
We create a form last year that we would like to use again this year. Can I clone that form and change the date or should I create a new one? Also the form is a vendor registration. We would like to be able to approve and or deny a vendor request prior to them paying to avoid vendors selling the same products. How can we build that into our form?
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anilserimReplied on August 16, 2018 at 11:09 AM
For your first question, yes you can clone the form and change the date in the form by using Edit Form option.
For your second question, Jotform allows payment authorization for the following payment gateways:
-PayPal
-Authorize.Net
-Square
-Stripe
For PayPal, Authorize.Net and Square, these are the steps you should follow:
1) Edit your form and click the Payment Field. Then click the WAND to open the payment settings.
2) Scroll down the payment settings and open the Additional Gateway Settings. Find the Authorization Only option and change it to YES.
3) Then, remember to click Continue to save the changes.
If you are not seeing these options, please click the GEAR icon at the top of payment settings in order to go back to this screen.
However, it is a little bit different process in Stripe. These are the following steps for Stripe:
1) Edit your form and click the Payment Field. Then click the WAND to open the payment settings.
2) Scroll down the payment settings and open the Additional Gateway Settings. Find the Charge Customer Immediately option and change it to NO.
3) Then, remember to click Continue to save the changes.
That way, you can be able to approve or deny a vendor request prior to them paying to avoid vendors selling the same product.
I hope this helps. Please feel free to ask further questions. Thanks.