Taking this approval one step further, can we integrate with a payment

  • Profile Image
    scott313
    Asked on January 22, 2021 at 07:14 AM

    Taking this approval one step further, can we integrate with a payment processor for those forms that are approved after been edited? e.g we are enrolling students into courses they have to pay for however some have outstanding fees from the previous course.

    So once enrolled our finance dept need to check if any O/F apply and adjust the tool cost and payment schedule. Then approve the form, this then needs to be sent back to the student to be signed and paid for through an integrated payment processor or API and payment provider??

    Is this currently possible.... formstack have approvals built-in but cannot trigger a payment processor after approval.



    This is a re-post of a comment on A General Approach on Building an Approval Process Workflow

  • Profile Image
    gerardw
    Answered on January 22, 2021 at 07:35 AM

    Do you want to edit an already paid submission or do you want students to make a new payment (that they did not do while submitting the form the first time)?

    Please note that when you edit a submission you replace the existing submission and not create a new submission.

    However, based on what you have mentioned, I think this can be achieved when the students edit their submissions. You can make changes to the form and send the students an edit submission link such as https://www.jotform.com/edit/<submissionID>

    Here is how you can get a submission ID for a submission: https://www.jotform.com/help/549-where-to-find-the-submission-id

  • Profile Image
    scott313
    Answered on January 22, 2021 at 07:44 AM
    The payment would be the last step after approval, as the amounts could change if they have outstanding fees. Plus they may want to pay over longer to keep instalments affordable. So form submission, approval, back to possible amended form, finish form, sign and pay.
    Make sense?
    Kindest Regards
    S
    ...
  • Profile Image
    VincentJay
    Answered on January 22, 2021 at 08:09 AM

    Hi,

    Unfortunately, you cannot edit the payment field while editing the submission. It is disabled because Payment API doesn't support changing the payment terms.

    We can create a feature request and send it to our developers if you want. Let us know if you need further help.

    Thank you!