I am trying to create a payment plan system through Jotform by integrating Square. How can I do that?

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    melaniemurphyrd
    Asked on February 03, 2021 at 07:08 PM

    Hi - I am trying to create a payment plan system through Jotform by integrating Square. How can I do that?

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    Jessica_H
    Answered on February 03, 2021 at 11:11 PM

    Hi melaniemurphyrd, thank you for reaching us.

    I see that you have added a product in your form: 210204689436153. Could you kindly clarified what you mean by payment plan? Would you like to create an installment payment? It is possible by using the recurring payment option as a workaround. 

    Related guide: How to Setup a Recurring Payment Option

    Or, do you want to provide other/multiply payment option? It is possible by creating few forms and embed them into the main form. 

    Related guide: How to Create a Basic Multiple Payment Form.

    If this is not what you are referring to, kindly elaborate further with us so we can assist you. 


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    melaniemurphyrd
    Answered on February 04, 2021 at 03:07 PM

    Hi! Thank you so much for this response. One of these options might work. To give you more clarity, I am hosting a 5-week online series, but want to give people the option to do a payment plan via 3 payments or 2 payments to make it easier for them. So it wouldn't be recurring, necessarily. So maybe it's a multiple payment form? Do you agree?

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    Laura_L
    Answered on February 04, 2021 at 07:20 PM

    Hi,

    Thank you for clarifying your use case.

    I think this depends on how you want to set up the payments. For example, if your customer chooses 2 payments, do you want the second payment to be charged automatically from the user at a later time, or do you want the user to complete it manually at their timing?

    If you want to charge the users automatically at a later time (for example charge the second payment after 2 weeks), recurring payments is the choice for you. However, if you want your customers to come back to your form (or to another form) to complete the second payment, you can use multiple forms.

    If you have any further questions, please let us know and we are happy to help!

    Best Regards,