How to switch to another payment gateway

  • tawnmaru
    Asked on September 20, 2020 at 10:33 PM

    I can't add Square when I'm building a jot form on your website. It's greyed out. Please explain this and what to do about it. The only one available was PayPal.


    Thank you. 

  • tawnmaru
    Replied on September 21, 2020 at 11:28 AM
    Thank you for your assistance, but I didn't chose any payment provider. I
    just clicked on the create a form link. It was that way by default.
    I really don't understand what jot note is for when it comes to creating
    forms for payment providers like Square. I can see how useful jot note is
    for other forms, like feedback, etc.
    How does the jot note created form connect to Square for the customer to
    make a payment online??
    I'd need a detailed explanation please. Thank you.
    ...
  • tawnmaru
    Replied on September 21, 2020 at 1:28 PM
    I am getting an error message from the website saying my 5 free starter
    forms is up. I've created zero forms so far.
    Anything I've done, which is very little since right from the start it
    wouldn't let me use Square, has been trying to figure out how to create a
    form. I don't know if I want to pay yet.

    ...
  • Bojan Support Team Lead
    Replied on September 21, 2020 at 6:01 PM

    If you need to create a payment form, you first need to choose a payment gateway. You can do this from the Add Form Elements tab:

    screenshot 2345 Screenshot 10

    After you added desiered gateway, you will need to connect to it from the right panel:

    screenshot 2346 Screenshot 21

    Then you configure it to your likings.

    When you are done, your users will see credit card information on the form. They can enter it, and submit the form. After they do, payment will be sent to your Square account. Information about it will be saved to your JotForm account as well.

    For detailed information, please click here.

    Your second question has been moved to a new ticket. You can acces it on the following link:
    https://www.jotform.com/answers/2589206

    If you have any additional questions, please post them to the associated tickets.

    Thank you for your cooperaiton.