Need help with payment and invoicing

  • KLiebs
    Asked on December 10, 2020 at 12:04 PM

    I am currently developing this registration form (still in development process). I would like for it to accept credit cards integrated with our stripe account and check payments. I have the stripe widget set. I currently have the check payment set as an embedded iframe. I have two questions:

    1. Would this be the way to accept two forms of payment or is there a better way?
    2. How do I get the invoicing to work properly for a credit card or check payment. I have tried editing, but it is confusing.

    https://form.jotform.com/203354047833150




    Thank You!

  • Eduardo_H
    Replied on December 10, 2020 at 1:38 PM

    Hello @KLiebs

    Embedding a form inside another, like you have done, is the recommended way to accept multiple payment methods. For further instructions, kindly refer to this documentation:

    Guide: How-to-create-a-basic-multiple-payment-form

    Concerning the second question, it seems that you haven't set your Stripe account in the integration yet.

    Please open your widget's properties and click "Connect with Stripe".

    1607625262 5fd26a2ed4c35 Screenshot(5) Screenshot 10

    Guide: How-to-integrate-stripe-with-your-form

    After connecting the Stripe account, you should be able to see an Invoice tab. You must then follow these steps:

    Guide: How-to-generate-an-invoice-for-your-payment-form?

    I hope that was helpful. Let us know if you need any further assistance.



  • KLiebs
    Replied on December 10, 2020 at 1:41 PM

    Thank You! I will connect my stripe account (I was waiting to make sure I was building this out in the right direction). How will an invoice generate for the check payment (using the PO widget like I have embedded in the iframe widget).

    The other items I will work on and see if I have additional questions.

    Thank You for your help!

  • Jovanne JotForm Support
    Replied on December 10, 2020 at 5:14 PM

    Hi there,

    An invoice will automatically be sent once the form is submitted. I can see that there is no submit button added to the check payment form. Kindly add a submit button to the form so users can submit the order.

    Here's a guide on how to build multiple payments on your form:

    Guide: https://www.jotform.com/help/182-How-to-Create-a-Basic-Multiple-Payment-Form

    I hope this helps. Let us know if you have further questions.