Need help with payment and invoicing

  • Profile Image
    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!

  • Profile Image
    Eduardo_H
    Answered on December 10, 2020 at 01:38 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).p

    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.



  • Profile Image
    KLiebs
    Answered on December 10, 2020 at 01:41 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!

  • Profile Image
    Jovanne_A
    Answered on December 10, 2020 at 05:14 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.