Payment method: Credit Card and Offline Payment

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    Asked on May 27, 2020 at 11:24 PM

    What a silly work around described above here.

    Never mind that we need 3 forms instead of 1 (tripling Jotform's profit and our expense), but asking the user to select payment method at the beginning is a terrible user experience.

    You can see by the comments below how everyone is shaking their heads because such a simple feature is not offered. What is most frustrating is there could be an easy solution by JotForm.

    You have various Payment Widgets that all act the same way. Then, you have the Purchase Order widget which acts exactly as a payment Widget, with respect to how it handles products and totally.

    In order to facilitate a cash vs credit card option, you just have to create a widget like Purchase Order BUT, just let that render the final total. It merely acts as the product list and shopping cart.

    Then, based on their choice of payment method, we can either send them instructions on how to pay (cash etc..) or assign the total to a proper payment widget to process a credit card.

    Gotta up your game Jot. JotForms is awesome, mostly, but big fail here.

    This is a re-post of a comment on How to Create a Basic Multiple Payment Form

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    Answered on May 28, 2020 at 03:03 AM

    Thank you for your detailed comment. We value all of our users' insights.

    Indeed there have been a lot of questions how to add payment options just within one form, unfortunately, this is currently not possible due to possible conflicts with payment integrations.

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    Answered on January 04, 2021 at 09:34 AM

    Responding to your reply late here.
    My suggestion was not to allow multiple payment processors, but to facilitate the choice between 2 options:
    credit card (1 chosen merchant) or "offline payment". Surely there would be no "conflicts with payment integrations" in such a simple scenario.


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    Answered on January 04, 2021 at 10:24 AM

    Hello Bruce,

    If I understood you correctly, you want the form to have two payment options - credit card (1 chosen merchant) or "offline payment" without creating three forms. Then, based on user's choice of payment method, you can either send instructions on how to pay (cash) or assign the total to a proper payment widget to process a credit card. Please confirm if I described what you require correctly so that I can escalate this as a feature request.

    Looking forward to your reply. Thank you.

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    Answered on January 04, 2021 at 10:50 AM

    That sounds correct.
    A lot of local business might offer the options of:
    - credit card (pre-pay)
    - payment upon pick up (cash, in-store credit card)
    - invoice
    - bank transfer (popular in Japan, where I live)

    All of the above (except "credit card (pre-pay)" fall under "offline payment option".

    I know there have been recent improvements to the Product List widget that enable adding the payment gateway later. But, it still doesn't provide for offline options.
    I think previously, there was:
    Payment Widget (that included the product list; or you could get the total from another form field)
    Product Ordering Widget (exactly the same function as the products, but only provided for offline payment).

    IMHO, the Product List Widget, which gathers the order info and tallies the total should not need the payment method integrated. It would make sense to simply allow the total to pay to be collected into a "payment widget" in the same way we can use another calculation field within the form.
    That way, we could provide for the choice of online pay or offline pay.

    To me this should be simple (from the development side) and logical from a user perspective.

    Thanks for reading.

    Best regards,

  • Profile Image
    Answered on January 04, 2021 at 11:41 AM

    Hi there!

    We also have Purchase Order in the payments tab for offline payments.

    Please read this guide:

    Demo Form:

    I hope this helps. Let us know if you need further assistance.

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    Answered on January 04, 2021 at 12:00 PM

    Yes, "Purchase Order".
    I incorrectly called that "Product Ordering Widget" above.

    The problem with THAT widget is, it won't allow dumping the total into a Payment Widget.
    As I tried to explain above, it would be ideal if the "Purchase Order" would allow the total sale to be processed by an actual payment widget.
    But, it won't let you as the Purchase Order widget is somehow classified as a "payment widget" itself.

    What I would like to be able to do is:
    - Purchase Order Widget
    - Radio Button for Payment Method = Bank Transfer or Credit Card
    - IF bank transfer, they send form and get an email with total to remit and bank account details
    - IF credit card, then the payment widget appears with the total from the Purchase Order widget.

    The other solution for you guys is to allow an "offline payment" option for the Payment Widget Order Form thingy (basically, same functionality, same widget as the Purchase Order).

    So if we want to offer the choice of payment, we need to use 2 or 3 forms!!
    And then we also need to update 2 product catalogs.

    I feel like I keep need to repeat myself here.



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    Answered on January 04, 2021 at 02:07 PM

    Hey Bruce! What you're trying to achieve is not possible because Purchase Order widget is treated as a payment widget; you've already figured that.

    But there is a workaround; to present your users with the offline and online payment options in the same form. One payment widget will be used and the "Payment Type" would be set to "User Defined Amount".

    The order will be collected via other widgets, I'll use Input Table for the example prepared below and based on the user preference on whether to pay online or offline; the total value will be passed to the payment widget. If the billable amount is 0; then there is no payment to process; so the user doesn't see the payment widget and no payment workflow is initiated. This is shown in ht screencast below:

    In this example; I did not hide any fields; but you can hide the "Total" and "To Bill" fields as per your requirement. You can also conditionally hide the payment widget if offline method is used by the user (as done in this demo).

    The form prepared in the above screencast is:

    If this solves your purpose, then you can clone it under your account to further check its implementation/working.

    If this does not fulfil your purpose, let us know and we'll forward your requirement as a feature request to the Developers.

    Thank you!

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    Answered on January 04, 2021 at 09:26 PM

    Hello over here Patrick_R,

    I sincerely appreciate the effort.

    So, yes, I am aware that you can use a "payment widget" with "user defined amount".
    I have done that a gajillion times.
    But then, you lose the ability to use the great features of the product list included in the payment widgets!!

    My point on this thread is that the products list (shopping cart, whatever you want to call it) should be its own widget and NOT integrated with a payment widget.
    There are 2 ways in which Jotform could resolve this huge oversight and poor user experience.

    1) Clone the "Purchase Order" widget and remove the status of "payments widget", and enable THAT to be a "user defined amount" in an actual payment widget.

    2) Simply add an "offline payment" option to the Payment Widget(s) where, when selected by the user, the card info disappears and the form is sent without collecting the payment.

    Again, I appreciate all of your efforts in trying to come up with a "work around", but I suggest fixing the problem and not just putting awkward band-aids on it :-)


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    Answered on January 04, 2021 at 10:44 PM

    Hello Bruce,

    I will forward this as a feature request to our developers. They will look into it and see if this could be implemented. You will be notified on this thread about any updates. We can't give an ETA when this is implemented.

    Until then, you can use the workaround explained by my colleague.

    Please let us know if you need further assistance.

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    Answered on June 30, 2021 at 10:36 AM

    So, any feedback from your developers??

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    Answered on June 30, 2021 at 11:44 AM

    Hello there,

    We haven't heard back any news about this feature request. Please note that we can't give an ETA for when this will be implemented. Feature requests depend on the workloads of our developers and popularity among our users. But rest assured that we will inform you via this thread once this feature becomes available.

    For the meantime, you can continue using the workaround explained by my colleague.

    Let us know if you have any other concerns. 

    Thank you.

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    Answered on June 30, 2021 at 12:03 PM

    Well sometimes, what you call "feature requests", your paying customers consider "user-experience flaws".
    I get that Rome wasn't built in a day. But, we have no recourse except to follow up here.
    Rest assured that I will continue to check back here and ask you from time to time ;-)