How to integrate form with Paypal?

  • Profile Image
    ResumeProducts
    Asked on June 26, 2020 at 02:38 PM
    But here's a question: with the previous instructions, no where did I see anything about hooking it up to MY PayPal. So I don't even know if it would go to MY account. How do I check that before I hit PUBLISH?
  • Profile Image
    KrisLei
    Answered on June 26, 2020 at 02:55 PM

    I have checked your form, it seems that you are referring to how to integrate your Paypal to your form, correct?

    1. Click on the Payment Field, then click on the wand icon to access the Payment Settings:

    1593197230Paypal Standard.JPG

    2. Click on the cogwheel icon on the right corner to access the integration page:

    1593197382Paypal Standard.JPG

    3. On the integration page, fill in the Paypal Account field with your email address linked with your Paypal account, then click on the continue button to go back to the product list page:

    1593197634Paypal Standard.JPG

    For reference: How-to-Integrate-Form-with-Paypal-Standard

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

  • Profile Image
    ResumeProducts
    Answered on June 26, 2020 at 04:25 PM

    OK thank you, I added my email address.

    Now I want to try out a sample for a dollar, but don't know how to do that unless I create an "Other" check-off box (which is a good idea to have any way). I need to add a blank for them to fill in what the "other" might be, plus a blank space amount. How do I do that? (I already added the other check-off box but it says "free.")

    Also, am I able to use Zelle or Venmo to take payments?

  • Profile Image
    KrisLei
    Answered on June 26, 2020 at 06:39 PM

    To clarify, you would like to let your users fill in the amount for the "Other" product? Unfortunately, this is not possible if the Payment Type is Sell Product.

    1593210578Paypal Standard.JPG

    If you are referring on running a test on your form with an actual payment, you can include a price of $1 or $0.01 on the "Other" product. Please refer to this guide: How-to-Test-your-PayPal-Payment-Form

     I need to add a blank for them to fill in what the "other" might be, plus a blank space amount. How do I do that?

    For this type of transaction, it's only possible if the payment type is User Defined Amount:

    1593210887Paypal Standard.JPG

    User Defined Amount: This option allows users to input a custom amount as a regular payment.

    For reference:PayPal-Forms

    Also, am I able to use Zelle or Venmo to take payments?

    Unfortunately, Zelle and Venmo are not yet available among our payment integrations as of the moment. 

     

  • Profile Image
    gerardw
    Answered on June 26, 2020 at 10:24 PM

    1. Yes, since the payment type defines that requirement. The payment type cannot be set as "User defined amount" and "Sell products" on the same form.

    There is a workaround though:

    If you want to show the products and also allow people to enter something other than what is listed, then you will need to add the products outside the payment field.

    You can use Single choice or Multiple choice fields to show the products. These fields have an other option where users can enter their choice. You can assign values to the options in these fields - How-to-Assign-Calculation-Value 

    After that add on these fields into a Form calculation widget to calculate the total: How-to-Perform-Form-Calculation-Using-a-Widget 

    Finally pass on the total into the payment field for payment: How-to-Pass-a-Calculation-to-a-Payment-Field 

    2. When you setup the payment type as "User defined amount", it shows a text box on the payment field to enter a custom amount as required by the user.

    For orders above $500, if your users are allowed to payment in 3 monthly installments, then you can setup a recurring payment option as explained here: How-to-Setup-a-Recurring-Payment-Option 

    For this setup, you will need to change the payment type on your form to "Sell subscriptions".

    3. If you have listed tax on the payment, then you can setup a location based tax charge too as explained here: https://www.jotform.com/help/296-How-to-Add-Tax-to-Your-Payment-Form 

    Do review and let us know if you have any further questions.

  • Profile Image
    KrisLei
    Answered on June 27, 2020 at 04:40 PM

     1. I would really appreciate it if you could set up the 3 monthly payments selection for amounts of $500 and over. (TIA)

    Just to verify, you would like to set up monthly payments based on the total amount that is selected by the user from the list of products, or are you trying to sell a subscription? My apologies for the confusion, but can you provide us with additional details on how would you like your users to pay for their purchases?

    What my colleague suggested, instead of using the Payment Wizard for your list of products, you can use the Single Choice field, since it has "Other" option.  In this way, the form users can fill in their desired amount when they select the "other" option.

    1593290253product option.jpg

    2. For #3 my form has a "Tax" section. I think I'll skip that for now. When I delete it though, it removed the Total amounts. How do I delete it, but leave the Total?

    On the payment wizard, under the Tax tab you can remove the "Tax Text on the Form" option:

    1593290141tax.jpg

    I have to create a separate ticket for your last query, please refer to this link: https://www.jotform.com/answers/2416271 

    Thank you. Looking forward to your response.








  • Profile Image
    ResumeProducts
    Answered on June 27, 2020 at 05:51 PM

    When I delete the "Tax" text in that spot, it does not change anything. "Tax" still shows up on the form.

  • Profile Image
    KrisLei
    Answered on June 27, 2020 at 07:48 PM

    I have gone ahead and set the tax location to None on your form:

    1593301361tax.jpg

    then I went back to the Payment Wizard's settings to click the Continue button to save the settings:

    1593301497tax.gif

    and the tax no longer visible on preview mode and it only shows the total amount:

    1593301685tax.jpg


    Let us know if the issue persists on your end. Thank you.