How to create multiple payment form?

  • Davidgilbertvo
    Asked on August 20, 2018 at 8:48 PM
    Jotform Thread 1558243 Screenshot
  • Elton Support Team Lead
    Replied on August 21, 2018 at 12:16 AM

    That can be achieved using the Paypal Pro payment tool except probably the currency switch since you can only use a single currency that is to be configured in the Paypal payment settings.

    Demo: https://form.jotform.com/82319205332954

    Feel free to clone this form if you want. Guide: https://www.jotform.com/help/42-How-to-Clone-an-Existing-Form-from-a-URL

  • Davidgilbertvo
    Replied on August 22, 2018 at 3:56 PM

    Thanks.  Looks great!

    However, I must still be able to receive payments in either currency (USD or CAN) - maybe creating two separate forms?

    Basically trying to replicate this from another voice over talent (https://paulboucher.com/pay-paul/) without having to pay for the WP plugin + adding in the option to pay via PayPal OR Stripe.

    Thoughts?

  • Elton Support Team Lead
    Replied on August 22, 2018 at 4:20 PM

    Yes, creating 2 separate forms with different currency is the easiest way to overcome this.

    Here's an example based on the form provided https://www.jotform.com/82335946732968. This uses Paypal standard but you can replace it with other payment tools. Just clone this form twice if you want to have 2 different currencies.

  • Davidgilbertvo
    Replied on August 23, 2018 at 11:37 AM

    Thanks.

    So, any way to use this form you created earlier (https://form.jotform.com/82319205332954), clone into two separate forms for both currencies, put them within a master form (ie with "Pay USD Invoice" and "Pay CAD Invoice" buttons) which would open up the appropriate payment form allowing for one form for both Strip and Paypal?

    Thanks so much for your help!

  • roneet
    Replied on August 23, 2018 at 12:42 PM

    Yes, correct. You can build 3 forms. In Form1, you can integrate it with any of the payments method(Stripe/Paypal). In Form2, you can also follow the same as Form1. In Form3, place iFrame embeds widget where you can configure Form1 and Form2 URL based on your radio button conditions.

    https://widgets.jotform.com/widget/iframe_embed

    How to create multiple payment form? Image 10

    As suggested by my colleague, you can clone his form to build Form1 and Form2.

    You may follow this guide to have a better picture:

    https://www.jotform.com/help/182-How-to-Create-a-Basic-Multiple-Payment-Form

    Form1: Payment via USD.

    Form2: Payment via CAD.

    Form3: Container for Form1 and Form2 via Radio button options.

    How to create multiple payment form? Image 21

    Let us know if you need further assistance.

    Thanks.

  • Davidgilbertvo
    Replied on August 27, 2018 at 11:51 AM

    Hi. I tried using that form but it was set-up for PayPal Pro, but I'm only using the regular PayPal. How do I modify then? Thx.

  • Davidgilbertvo
    Replied on August 27, 2018 at 12:09 PM

    And also, maybe I'm missing something here, but, without creating 5 forms to create just one payment form to allow for the user to select between credit cards (ie Stripe) OR PayPal, AND either USD OR CAD, how can I accomplish this with the same type of form as https://www.jotform.com/82335946732968 OR https://form.jotform.com/82319205332954 ? Please let me know as I'm starting to get confused (or confuse myself). Thanks again.

  • roneet
    Replied on August 27, 2018 at 1:46 PM

    Unfortunately, it is not possible to have all payment type in a single form.

    A workaround is to build a master form and embed all the different types of payment integration forms to it.

    To avoid any further confusion I have made a demo form. Please feel free to clone my form and test it.

    https://form.jotform.com/82385699535979

    Here I have followed these steps:

    1. Added a Radio button to select a payment type.

    How to create multiple payment form? Image 10

    2. Added iFrame Widget to map to my different forms like Stripe, PayPal via CAD, PayPal via USD.

    https://widgets.jotform.com/widget/iframe_embed

    How to create multiple payment form? Image 21

    How to create multiple payment form? Image 32

    Here's a screencast representation:

    1535391955form Screenshot 43

    Let us know if this workaround helped.

    Thanks.

  • David Gilbert
    Replied on August 27, 2018 at 2:33 PM

    Thanks again.

    So is it possible to still have a "Stripe USD" and "Stripe CAD" option?

    And to get rid of the duplicate "Submit" buttons should I change the bottom one to "Close"?

  • Elton Support Team Lead
    Replied on August 27, 2018 at 2:51 PM

    Yes, but you need to create 2 separate forms for that. You can simply clone the form and change the currency on the cloned form.

    Note: All the field questions must be within each of the payment forms. You must not put them in the main form. The main form should be used for conditional purposes only. So when the payment form is submitted, the field questions that are part to it will be captured.

    The submit button must be within each of the payment forms not on the main form. I updated my colleague's form to avoid confusions - deleted the submit button in the main form.

  • Davidgilbertvo
    Replied on August 27, 2018 at 4:34 PM

    Got it. Thanks Elton. So I guess I'll have to delete some forms first in order to build this so that I don't go over the max 5 free forms right?

  • Elton Support Team Lead
    Replied on August 27, 2018 at 4:48 PM

    You can archive the forms you don't need. Archived forms won't count towards your form limits.

    How to create multiple payment form? Image 1 Screenshot 20


  • Davidgilbertvo
    Replied on August 27, 2018 at 4:57 PM

    👍👍👍

  • Davidgilbertvo
    Replied on August 27, 2018 at 10:28 PM

    Hi Elton,

    I must be slow about this because the only way I can see editing the sub-forms is to create new forms based on the URL's in the widgets, which means my master form will be comprised of 5-forms, which also means I would be over my allotment of free forms (if I continue with my two other live forms). And if I archive any then they obviously don't work.

    Any thoughts/suggestions? I'm just trying to make it really simple for clients to pay me however they want to but this seems to be such an unnecessary challenge.

    Thanks.

  • Kiran Support Team Lead
    Replied on August 28, 2018 at 1:48 AM

    Generally, every payment gateway converts the amount displayed in USD on your form to the local currency and charges them accordingly. So, if your form is displaying in USD, the user from Canada will be charged in CAD as per the conversion rates at the time of payment. If you want to have separate forms for each currency, unfortunately, it is required to create multiple forms by upgrading your account.

    Thanks!

  • Davidgilbertvo
    Replied on August 28, 2018 at 12:13 PM

    OK, so I'm now just going to use Jotform for my Stripe/credit card payments...BUT, now, when I try to clone my USD sub-form to create a CAD sub-form I get a warning that I'm over my allotment???? How is this possible when I only see 4-forms? Now what am I doing wrong?

    1535472735Jotform screenshot 1 Screenshot 101535472745Jotform Screenshot 2 Screenshot 21

  • Davidgilbertvo
    Replied on August 28, 2018 at 1:34 PM

    1535477656Jotform screenshot 3 Screenshot 10


  • DonaldHag
    Replied on August 28, 2018 at 1:39 PM

    So in your form builder, click the Archive link in the left sidebar window and you'll see that there are 3 archived forms you have. These are counted too and you should delete them from the archive to reduce the form count.

    However, based on what you want to create I recommend upgrading your account. The Free account only allows you to receive 3 payments per month therefore only 3 clients can fill the payment forms per month.

    I recommend upgrading your account to a package that allows you to receive more payments. Go to this link to view account types and the features they offer: https://www.jotform.com/pricing