How to create a payment option for Cash or Credit?

  • Profile Image
    JuiceGirl
    Asked on April 18, 2019 at 07:55 PM

    Hi All,

     

    I have a form integrated with Square and about 70 products that the client needs to have the ability to add and hide week over week as she will not be offering her entire menu but we don't want to rebuild the product database every week.

    The client needs an option to either pay Cash or Credit.

    The credit is integrated with Square so the products are built within the credit integration.

    I have a condition that states If How you are Paying is Equal to Cash Hide Order Form. 

    When I do that, all the separate products disappear so now there is no place to place their order. I know it has to be the way I built this but I just can't figure out how to fix it. Please help. Thank you!

  • Profile Image
    Richie_P
    Answered on April 19, 2019 at 01:13 AM

    You may setup your form to manually  pass your calculation with your Payment field and assign values to fields for calculation.

    Here are the guides:

    https://www.jotform.com/help/275-How-to-Pass-a-Calculation-to-a-Payment-Field

    https://www.jotform.com/help/301-How-to-Assign-Calculation-Value

    However, you would have to recreated all your Inventory/items and assign values to them.

    You might need to use the inventory widget.

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

    Another way would be creating another form and using the Iframe embed widget and Purchase Order for your Cash payment. Embed the two forms into a single form.

    Here is a guide:-How-to-Create-a-Basic-Multiple-Payment-Form

    Hope this information helps.

    If you have further questions, let us know.

  • Profile Image
    JuiceGirl
    Answered on April 19, 2019 at 01:40 PM

    Thank you this is very helpful. I was able to add both payments method, just had to re-add the inventory. 

     

    Thank You

  • Profile Image
    Richie_P
    Answered on April 19, 2019 at 02:05 PM

    You would need to create two more forms.

    One for the Purchase Order payment and the other is the main form in which you would combine the two payment options.

    For example, you have created your Purchase Order Form with your products. You would have to create your main form in which you would use the Iframe embed widget to embed your Square and Purchase Order payments. And use the condition to hide/show the payment option.

    Sample Form:https://form.jotform.com/91085991771973

    Hope this information helps.

    If you have further questions, let us know.