create options to pay bill payments

  • Profile Image
    stendler1
    Asked on December 31, 2020 at 01:48 AM
    hi, here is what i am trying to do.
    there are three options.
    pay 10 and bill insurance
    pay 70 (no insurance)
    pay other and you choose the amount.
    i would also love to hold a credit card number if they choose bill
    insurance in case insurance wont pay.
    how do i set this up?
  • Profile Image
    Vick
    Answered on December 31, 2020 at 02:03 AM

    Hi there,

    there are three options.

    pay 10 and bill insurance

    pay 70 (no insurance)

    pay other and you choose the amount.

    You can not achieve this using a Product List. However, using normal fields like a single choice field or multiple choice field you can achieve this. Please check the guides below to see how you can assign calculation values to these fields and then pass the value to a payment field.

    https://www.jotform.com/help/301-how-to-assign-calculation-value

    https://www.jotform.com/help/275-how-to-pass-a-calculation-to-a-payment-field

    I would also love to hold a credit card number if they choose to bill insurance in case insurance won't pay.

    As per our Terms collecting any details related to credit cards in normal fields is not allowed. You can use payment integrations to charge users instantly or later but still, you won't be able to see complete credit card details due to our PCI compliance.

    Here is how you can charge your customers later:

    https://www.jotform.com/help/292-how-to-enable-payment-authorization

    Let us know if you have any other questions or concerns.

    Thanks

  • Profile Image
    stendler1
    Answered on December 31, 2020 at 09:11 AM
    Thank you.
    One more question, how can i Assign sub users who can view the form
    information but not make any edits or alternatively lock the form to avoid
    people making changes.
    Also is there a way to view daily results on the opening screen where I
    can log in and see how many people are signing up each day?
    ...
  • Profile Image
    Richie
    Answered on December 31, 2020 at 09:30 AM

    It is possible to share your table submission and let your invited use to view the data only.

    1609424957_5fede03dbef65_2.png

    Guide:https://www.jotform.com/help/1010-how-to-share-your-jotform-tables-and-collaborate

    Also is there a way to view daily results on the opening screen where I

    can log in and see how many people are signing up each day?

    You can view statistics in the Form analytics.

    Guide:https://www.jotform.com/form-analytics/

    Hope this information helps.

    If you have further questions, let us know.

  • Profile Image
    Vick
    Answered on December 31, 2020 at 09:06 PM

    Hi there,

    I've fixed the calculations in a clone of your form. You can check it on the link below.

    https://www.jotform.com/203657741963969

    Here is how you can clone it.

    https://www.jotform.com/help/42-How-to-Clone-an-Existing-Form-from-a-URL

    Let us know if you need further assistance.

    Thanks

  • Profile Image
    stendler1
    Answered on December 31, 2020 at 09:33 PM
    hi, one other option. if you choose, yes that you want a rapid test, it
    should ask you bill insurance or pay $70 and add the 70 to the total amount
    at the end. can you do that?
    thank you!!!! happy new yeart!!!
    ...
  • Profile Image
    Vick
    Answered on December 31, 2020 at 10:59 PM

    Hi there,

    I've added the Rapid Test cost in the total calculation as well. Please check it in the form now.

    https://www.jotform.com/203657741963969

    Thanks

  • Profile Image
    stendler1
    Answered on January 01, 2021 at 12:33 AM
    Thanks. If a person has nothing to pay, is there a way to avoid needing to
    fill out credit card details? it seems to be a required field
    ...
  • Profile Image
    Vick
    Answered on January 01, 2021 at 01:53 AM

    Following condition will take care of that:

    1609483925_5feec695dd0e9_

    I've added it in the cloned form above. Please check it and let us know if you need further assistance.

    Thanks

  • Profile Image
    stendler1
    Answered on January 03, 2021 at 02:33 AM
    Hi,
    1) How does this feature work?
    Send on Edit
    Users can get a new email every time the form submission is edited.
    2) also, if i use password for attachments sent in auto responder, say if i
    would upgrade to hipaa, how can recipients know the password how to open
    them?
    Thanks,

    ...
  • Profile Image
    Richie
    Answered on January 03, 2021 at 03:50 AM

    I have moved your question to a new support ticket.

    Kindly follow this link https://www.jotform.com/answers/2797433

  • Profile Image
    stendler1
    Answered on January 03, 2021 at 08:44 AM
    Also,
    how do i have options that people can choose, say they can choose a
    dr name. on the pdf form, i dont want the dr name displayed, just a dr id
    number. how do i do this?

    ...
  • Profile Image
    Jimmy_D
    Answered on January 03, 2021 at 11:44 AM

    I have created a separate ticket with your last question to avoid confusion. I will reply to you here.- https://www.jotform.com/answers/2797704

    Best,