I have data that is passed from one form to a final payment form.

  • calnew
    Asked on May 9, 2021 at 10:08 PM

    I have data that is passed from one form to a final payment form.

    There are 2 data fields

    1. Total Charge

    2. Subscription charge

    I need to user a payment gateway that will allows me to process as follows:

    I need to process the total amount plus apply a portion of the total to a monthly subscription.

    I have both PayPal and square. How can I accomplish this ?

    Calnew12@gmail.com

  • Vanessa_T
    Replied on May 10, 2021 at 4:26 AM

    Please note that a payment field can select only one payment type (eg: charge one time or charge on a recurring basis, etc).

    Meanwhile, what you want can be achieved by selling a subscription, with custom variable price, however, you cannot set a custom first payment.

    Given all that, I suggest you make the first payment fixed then just adjust your monthly subscription price.

    eg:

    Total Charge = 150

    Fixed first payment = 30

    Number of Months = 12

    Subscription Price = (total charge - first payment) ÷ number of months

    (150 - 30) ÷ 12 = $10/month

    You can do these calculations in your first form or in the payment form using a Form Calculation widget.

    How-to-Perform-Form-Calculation-Using-a-Widget

    Then on your payment form, please do the following:

    • Please add a Form Calculation widget to receive the monthly subscription price.

    https://www.jotform.com/widgets/calculation

    • Then you can use either PayPal / Square processor and set it to Sell Subscriptions.

    1620633799 6098e8c75e84e 04025 Screenshot 10

    • Create a new subscription and set it to have a Variable Price, then select the Form Calculation widget you just added to be the subscription's price.

    1620633954 6098e96281c4d 04026 Screenshot 21

    Then set the First Payment Cost accordingly. If we base it to my example above, the $30 should go here.

  • calnew
    Replied on May 20, 2021 at 12:22 PM
    I need to clarify further
    I have two options, one is fixed and the other is one monthly basis

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  • Kat JotForm Support
    Replied on May 20, 2021 at 2:25 PM

    Hi there,

    Happy to help!

    Please allow me a little time to put together an example for you. I will get back to you via this thread as soon as possible.

    Thank you in advance for your patience and understanding!

  • calnew
    Replied on May 26, 2021 at 4:22 PM
    I never heard back from you.Can recommend a dev engineer to help?

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  • Kat JotForm Support
    Replied on May 26, 2021 at 5:24 PM

    Hi there,

    I am currently working on this and will get back to you today.

    Thank you again for your patience!

  • Kat JotForm Support
    Replied on June 3, 2021 at 3:16 PM

    Hi there,

    My apologies for the delay in my response!

    I have created a demo form for you here:

    As my colleague mentioned above: this can best be achieved using the Subscription option, so you'll set up the recurring monthly subscription this way (and as my colleague has indicated). Now, as you'll see, there is no option to only have one payment and we are unable to to have two different payment plans included on one form.

    This is where you will want a redirect at the top of the form (we'll be loosely following the recommendations in our guide on how-to-create-a-basic-multiple-payment-form).

    First, we add in a Single Choice field for the form respondent to choose their payment type (monthly or fixed/one-time payment):

    1622747171 60b928238b526  Screenshot 10

    This will be the crux of the form, so we'll set the following conditions:

    IF the respondent chooses Monthly, then the subscription will show (and you can set this using my colleague's recommendations above):

    1622747448 60b929389f560  Screenshot 21

    IF the respondent chooses the one-time/fixed payment, then the subscription screen will be hidden and you can:

    1) Have a Paragraph field with a hyperlink to the other form show:

    1622747725 60b92a4d02f6e redirect paragr Screenshot 32

    OR 2) Set up a redirect to the other form upon submission:

    1622747767 60b92a77f3d96 redirect typage Screenshot 43

    I hope this helps! Please let us know if we can assist further.