- rbroadfoAsked on December 13, 2012 at 08:22 AM
Does JotForm have plans to develop a way to include tax into a payment form?
My business offers a service and customers pay on the day the service is provided. I don't need to link to Paypal, etc, but I do need the form to show a Total that includes Tax. It's caused problems. If I can't find a solution, I need to find another online form builder. JotForm has served me very well so far, it's user friendly and develops a great product.
Thanks, Ryan BPage URL:
- JotForm SupportabajanAnswered on December 13, 2012 at 08:40 AM
This can be done but would require placing a copy of the form's full source in a new web page on your site, inserting a script (which we will provide) on the said page and substituting that page's URL for the form's URL that's currently in your page.
Please let us know if you would be willing to go that route.
- rbroadfoAnswered on December 13, 2012 at 08:44 AM
Thanks for the quick response. I'd definately give it a try.
- JotForm SupportabajanAnswered on December 13, 2012 at 08:48 AM
Okay, I'll work on the script and be back. And please be careful with those red balls! :)
- rbroadfoAnswered on December 13, 2012 at 08:55 AM
hahaha, nice, thanks
- JotForm SupportabajanAnswered on December 15, 2012 at 09:48 PM
My apologies for the delay but what initially seemed like it would be simple and straightforward task, turned out to be so complicated that I had to abandon my first plan and approach the challenge from a completely different direction. To cut a long story short, I was able to output the total plus tax but not without user intervention. The original intention was to have the tax inclusive total automatically update as various items were chosen, just like the default total does but after making no real progress towards that goal, I had to resort to providing a radio button which the user would have to click.
To better understand this, complete and submit this demo and have a look at the autoresponse you receive. If you're okay with the solution, I'll explain how to get it working on your end.
I look forward to hearing your thoughts.
- rbroadfoAnswered on December 20, 2012 at 09:59 AM
Thanks for developing a solution. I'm okay that, it's better than what I have now. How do I implement it now?
- JotForm SupportabajanAnswered on December 21, 2012 at 08:22 AM
Please do the following:
2. You'll notice that the numeration has been removed from the quantity selectors of the following items in the payment field:
The effect of this change is shown below:
3. Copy the form's full source from the Embed Form Wizard as described in this guide. Just copy the section highlighted in yellow (do not click the "here" link to download the complete form files)
4. Create a new page on your website and paste the form's code into the body of that page
6. Copy this code and paste it into the same page, under the form's code
If you need to change the tax rate, you'll see the following line near the top of the script:
var tax = 13, // HST rate. Edit nothing but this line
Just substitute the new tax rate for 13. (It doesn't matter if the new rate contains decimal places. For example, 15.75 wouldn't break the script.)
7. Save the changes
8. In the "Book Online" button code on your home page, replace http://form.jotform.ca/form/22844471918259 with the (preferably relative) URL of the new web page that contains the form and save the change
That takes care of the cloned form. However, it's possible that some of your original form's users have bookmarked its URL instead of your home page's URL. As such, that old form needs to be disabled and a notice placed there to direct visitors to the new form. Here's how:
1. Load that form into the form builder and enter today's date for expiration (Please see this guide)
2. Insert this code into the "Warning Message" box
3. Close the Preferences popup and save the form
Now, anyone visiting the old form will see this message. Once you've saved the message, don't click it again, otherwise it's formatting (the line break at the word "form" and the link) will be lost. The best way around this would be to edit the message in a text editor like Notepad or NotePad++ and then copy it into the message box.
That's it. If I come up with a way to have the tax inclusive total automatically updated, I'll be sure to let you know. If you need clarification on anything, please let me know. And thanks very much for the compliments about our product :)
- JotForm SupportabajanAnswered on December 21, 2012 at 12:03 PM
Hi again Ryan,
Just thought you should know that I've found a way to get the tax inclusive total to automatically update just like the tax exclusive one. I'll post it sometime later today.
- JotForm SupportabajanAnswered on December 21, 2012 at 10:06 PM
It turns out that the numeration on the quantity selectors is actually needed but I'm sure you already knew that. :)
Anyway, complete and submit this demo form and have a look at the autoresponse you get. If you like it, sometime tomorrow I'll provide the details on how to implement the solution on your end.
- rbroadfoAnswered on January 10, 2013 at 11:20 AM
Hi Wayne. Sorry for the delay. I didn't get back to office work on the business until today. The newest demo form looks very clean. Good job, thanks. I'd like to implement it, but I'm continually making changes on my form as I learn from experience. For instance, I didn't have an extension with the phone number. I also needed to change the prices on mileage. Basically, my Jotform is going to continue to evolve.
I'm afraid that I don't have the technical knowledge to change html. I had some challenges following your instructions for the original tax form. Any thoughts?
Thanks for your work on this.
- JotForm SupportEduardoMendezAnswered on January 10, 2013 at 12:16 PM
Please stay tunned for Wayne's response
- JotForm SupportabajanAnswered on January 10, 2013 at 01:25 PM
Happy New Year, Ryan!
Glad to hear from you again. Yes, I can see you've made some changes to the form but which part (or parts) of the instructions were you having challenges with? We'll work this bit-by-bit together until we get the form up and running correctly on your end.
- JotForm SupportabajanAnswered on January 11, 2013 at 10:00 AM
My apologies. I've just discovered that the instructions I provided were for the older demo and not the updated one. That would certainly have caused confusion, especially in light of what you stated regarding technical knowledge regarding HTML.
I'll post the updated instructions hopefully sometime later today.
- JotForm SupportabajanAnswered on January 13, 2013 at 07:38 PM
Hi again Ryan,
I've updated the demo with your latest changes. The process to get the submissions into your account is basically as I've described above. The only changes are as follows:
In step 1, clone this form instead
The information provided in step 2 is incorrect. Please ignore it.
Just to clarify step 3, in step 4 of the How to get your Form Source Code guide provides two options:
a. Copy the code from the area highlighted in yellow
b. Download the complete form files
Do only the first action (a). There's no need to download the form's files.
In step 5, the rule from which to remove the enclosing comments is:
In step 6, this is the code to copy
That's it. As far as I can tell, all of my other instructions in that earlier post would apply to the latest form. When done, your form should look and function like the demo. (Go ahead and run some test submissions at the demo so you can see what sort of autoresponse your users would get.)
If you need to make further changes to the form, please let us know. In general, you can freely edit anywhere under the payment field without affecting the tax calculation functionality. However, since you'll be using the form's full source, once a change is made in the form builder, you will have to get the updated code from the Embed Form Wizard and paste over (overwrite, if you will) the older form code in your web page. Also, whenever fields are inserted or removed from the form, you will need to update both the notification and autoresponder. (Normally, notifications are automatically updated but once the Question and Answer table on its Compose Email section has been edited, as is the case here, the notification has to be manually updated. Conversely, autoresponders, whether they had been previously edited or not, always have to be manually updated.)
Should you require clarification on anything, we'd be happy to help.
- rbroadfoAnswered on February 01, 2013 at 10:53 AM
Wayne, I'm sorry, but it's quite complicated. I'm sure I could eventually figure it out, but I need to buy a more expensive plan with my web host to create another webpage and I'm still worried about the ease of making changes in the future. I've been trying to find html code for embeding a tax calculator on the form and let the customer input the total themselves. I've also been trying to figure out how to convert Excel to html. Ugh.
- rbroadfoAnswered on February 01, 2013 at 11:17 AM
I've added a form collapse with a map below (for travel costs) and I hid another form collapse under the map as per instructions. It appears to have hidden most of the form underneath as well. Any thoughts?
- rbroadfoAnswered on February 01, 2013 at 11:19 AM
Sorry please disregard, I had it hidden and closed.
- JotForm SupportabajanAnswered on February 02, 2013 at 11:47 AM
Anyway, I have an idea: Place the form on your contact page. Alternatively, you could just create an account with another webhost (I can vouch for AwardSpace) and have the page that would contain the form hosted there.
As to updating the form, should you run into difficulties, we can update the code in your web page for you. Just recently, I helped another client in that fashion. (You can always change your password once we've finished editing the page.)
It's important to us that our clients get the most out of our product and having your users manually enter the total when it could easily be autocalculated via a script, somehow doesn't seem quite right.
Do give it some thought.