Credit card forms

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    Asked on June 25, 2020 at 04:13 PM

    Is there a way to create a form with a bunch of products that my team can fill out ahead of time simply by checking the boxes that apply. Then the form sends the credit card authorization and line items and cost and the client just fills in their CC info and submits the form?

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    Answered on June 25, 2020 at 05:31 PM

    You can create an Order form and enable the Payment authorization. I recommend checking these guides first:

    1. Setting-Up-Your-First-Order-Form

    2. How-to-Enable-Payment-Authorization

    After checking it, give it a try and let us know if you have any questions.

    Thank you.

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    Answered on June 26, 2020 at 10:28 AM
    I have successfully created forms with payments already.
    My question is, is the following possible?
    1. My team uses a form to enter a payment amount or to add products to
    the order, and enter an email address of the client. Then my team would
    submit the form.
    2. Upon submission, the form would email the client a fully filled out
    form with those products and a total cost.
    3. The client fills out their credit card authorization for the
    predetermined amount from the first form my team filled out, and submits.

    Theo Giovanopoulos
    Director of Production
    P (212) 651-0716
    F (212) 253-4123
    Small Business Expo
    110 E Broward Blvd, Suite 1700
    Fort Lauderdale, FL 33301

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    Answered on June 26, 2020 at 11:53 AM

    It's not possible to submit a form with the payment field empty unless it is hidden. 

    As a workaround,

    1-) Add a checkbox field to your form and use conditional logic to reveal the payment field to your client when that box is checked. Guide.- How-to-Show-or-Hide-Fields-Base-on-User-s-Answer (by hidden the payment field your team will be able to submit the form without filling the payment field)

    2-)On click Additional Gateway Settings, the enable authorization only, so the payment doesn't process immediately. 

    I recommend you set Clear Hidden Field Values to Don't clear on the Form SETTINGS.

    3-) Create a custom autoresponder and add the edit link in the template for your clients to click and add their credit card information. Guide.- How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date

    Here is a demo Form that I have created.-

    Let us know should you have more questions