Our business runs credit cards manually

  • Jason Durocher
    Asked on February 24, 2021 at 10:42 PM

    I need to create a Credit Card Authorization form online and map all the fields to a PDF invoice.

    We then run all our credit cards manually. Is there a way to build a online credit card authorization form with a digital signature and just email both parties the signed PDF?

    Thanks.

    Jason

  • Rosa_C
    Replied on February 25, 2021 at 4:51 AM

    Hi Jason,
    If you need to create a payment authorization form to charge users later, please check this guide: https://www.jotform.com/help/292-How-to-Enable-Payment-Authorization
    You may refer to these guides to set up the Autoresponder and Notification emails:

    setting-up-email-notifications

    setting-up-an-autoresponder-email

    Feel free to contact us if you will face any difficulties.
    Best.

  • Jason Durocher
    Replied on February 25, 2021 at 2:55 PM
    Thanks but we don't use these providers.
    Any other ways for us to set this up?
    Jason
    ...
  • Sigit JotForm Support
    Replied on February 25, 2021 at 10:46 PM

    Greetings,

    Regarding "Thanks but we don't use these providers.

    Any other ways for us to set this up?"

    For security reasons, we do NOT allow sensitive financial information such as credit card numbers to be collected via forms created using our form builder. There is no way around this, unfortunately.

    Please read the Agreement mentioned here: https://www.jotform.com/terms/ - i.e. Credit Card details and Collecting sensitive information sections.

    Your option is to process the payment using the available payment integrations that we offer. And as advised by my colleague, if you intend to capture payment information, but charge it later, you can use the payment gateways mentioned in this guide:

    https://www.jotform.com/help/292-How-to-Enable-Payment-Authorization

    Let us know if you need further information on any of these.

    Could you kindly inform us the name of the providers that you use? We can help create a feature request ticket to our developers for possible implementation.

    Please note that we can't give an ETA for when this will be implemented. Feature requests depend on the workloads of our developers and popularity among our users. But rest assured, we will inform you via this thread once this feature becomes available.

    I hope that helps.

    Regards.