Options for providing order submisision without paying via credit card (we'd see the report and invoice differently for these orders)

  • RedRoverPromotions
    Asked on April 5, 2020 at 2:05 PM

    Hello. I have always had to create iframe widgets in order to offer visitors the option to pay via credit card OR purchase order (payroll deduction). This slows the loading and is not great.

    I had this idea and wonder if it could work. Is there a way to create the form so that after the person shops they can:

    1. see their total

    2. Enter coupon codes for discounts

    3. See their new total

    4. Enter another "coupon code" or another widget where they could choose "payroll deduction".

    5. Then, if they chose that option, they would be see a submit button.

    6. If they chose credit card, then would then go to the payment integration currently set up.


    Is this a way that I could get around the second form I've been having to create?

  • VincentJay
    Replied on April 5, 2020 at 4:49 PM

    Hi,

    You can use the Purchase Order payment integration. It will not collect any payment but it works like the other payment integration. Here's a guide: https://www.jotform.com/help/460-How-to-Create-Payment-Form-with-Purchase-Order

    Please try it and let us know if you need further help. Thank you.

  • RedRoverPromotions
    Replied on April 5, 2020 at 5:54 PM

    Hi Vincent. Here are the forms I am using:

    Spring Apple Bin Container

    Spring Apple Bin Credit Card Form.

    Next I will have to create Sprint Apple Bin purchase Order form.

    You can see an example of what I've had to do in the past in order to do this program if you look at my form: Autumn Apple Bin Container.

    My understanding is that I had to do it this way because I have to be able to offer both sizes and colors and quantities for each product, along with two different methods of payment.

    Is there a better way I can do this? Having the iframe makes a very slow form to load, so I would love to be able to do it in a single form if you can help me.

    thank you!


  • Girish JotForm Support
    Replied on April 5, 2020 at 10:10 PM

    Yes, there is another option and you can use a single form itself. You can add only one payment field. In this case, you will not require the Purchase order payment field.

    For this you will need to remove all products from the payment field and create them outside the payment field using multiple choice field elements. You can assign values to each multiple choice options: How-to-Assign-Calculation-Value 

    You can add separate Short text entry fields to enter the Coupon codes and show their associated discounts using conditions: How-to-Insert-Text-or-Calculation-into-a-Field-Using-Conditional-Logic 

    You can then use a Form Calculation widget to calculate the total amount for payment: How-to-Perform-Form-Calculation-Using-a-Widget  

    A Single choice entry field can be added to choose between credit card and other type of payment. When user selects credit card then the payment field can be shown.

    You can pass on the total amount to the payment field: How-to-Pass-a-Calculation-to-a-Payment-Field for payment also.

    Do try this approach and if you face any difficulties, please let us know and we can help out.

  • RedRoverPromotions
    Replied on April 5, 2020 at 10:42 PM

    I like the idea of changing to a single form, but I need to make sure that people can order the same way as always:

    they need to be able to choose as many of each garment, in as many colors and as many sizes as they would like.

    Could you use my form "clone of spring apple bin credit card form" to show me how a clothing  item  could be configured? I understand about doing a payment calculation, I just need to understand how I would set up each garment.

    Thank you!