Debit authorization

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    MariusMaritz
    Asked on July 29, 2021 at 10:04 AM

    Thank you that will help, another question then is creating a few selection within a section is that possible? As I now created all the banking details required but they are individual items and not in one section



    This is a re-post of a comment on Hide or Show Multiple Fields at Once

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    AndrewDurant
    Answered on July 29, 2021 at 02:13 PM

    Hello there,

    Thank you for reaching out to Jotform Support! Please note that the collection of banking info/ credit card details in plain text is strictly prohibited by our Terms of Use.

    If you are hoping to process payments through your Jotform, you will need to utilize one of our payment processing integrations in order to do so- https://www.jotform.com/help/323-mastering-payment-form-integrations-with-jotform

    Please reach back out with any additional questions, and have a great day!

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    MariusMaritz
    Answered on July 30, 2021 at 02:44 AM
    Good day

    So our application form has a debit order authorisation section, do you have a option to collect this details not in plain text

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    Billy_G
    Answered on July 30, 2021 at 07:11 AM

    Hello,

    Please share with us the details that will be asked in the debit authorization section so we can confirm if this is allowed or not.

    Additionally, you can already authorize payment using any of our payment gateways. Please check this article to see if it meets your requirements.

    We'll be waiting for your response.

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    MariusMaritz
    Answered on July 30, 2021 at 07:22 AM
    Hi
    It would be bank name, account number and branch
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    Sent from Outlook Email App for Android Friday, 30 July 2021, 01:12PM +02:00 from Jotform noreply@jotform.com :
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    Billy_G
    Answered on July 30, 2021 at 08:41 AM

    Thank you. I've consulted our relevant team already. We'll reach out again as soon as we have an update.

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    Billy_G
    Answered on July 30, 2021 at 08:46 AM

    I've received a response and was informed that you can collect banking information but not credit card details.

    To collect this information, you may use the Short Text field for bank name and branch and the Number field for the account number.

    Here's a demo form: https://www.jotform.com/212103214654038

    Let us know if you need further assistance.

    Best regards,

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    MariusMaritz
    Answered on July 30, 2021 at 08:55 AM
    Thank you very much, please note that Live Wire is a registered FSP with # 40374 so if we could collect the account details in a different format than plain text it would help like the credit card details that is blocked out.

    We would then upload the Excell spreadsheet to our Insurance management system that is linked to our Debit Facility

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    MariusMaritz
    Answered on July 30, 2021 at 08:55 AM
    Thank you if I use this option how can I bundle a few Short text fields to create a section (link line items that make up address) because I would then create conditions for options like
    Debit order
    EFT
    Credit card

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    gerardw
    Answered on July 30, 2021 at 09:55 AM

    You may use the Short text entry field on the form to collect the bank information as mentioned by my colleague above.

    1627653264_610404905c7b8_3007_9.png

    Could you clarify what hindrance is there in getting data in Shor text entry fields?

    If this will not suit you, you can use a Configurable list widget where you have the option to bundle multiple text fields: https://www.jotform.com/help/282-how-to-set-up-the-configurable-list-widget

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    MariusMaritz
    Answered on July 30, 2021 at 12:11 PM
    Ok thank you but I then think we need to take the conversation back to the start please.
    I need to create 3 options with condition right so when you click on Debit order it needs to open 7 short text fields. Is this possible
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    Sent from Outlook Email App for Android Friday, 30 July 2021, 03:55PM +02:00 from Jotform noreply@jotform.com :
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    AndrewDurant
    Answered on July 30, 2021 at 02:23 PM

    Hi there,

    Thank you for the follow-up! This is certainly possible, and can be best accomplished using a "Show Multiple" condition. I created a very simple mock-up here to display this functionality- https://form.jotform.com/212105276444045

    When you first open the form, all you will see is a yes/no question. Once you select "Yes," the banking details fields should automatically appear.

    Please feel free to clone this form into your own account to get a closer look at the settings and conditions at work here- https://www.jotform.com/help/42-how-to-clone-an-existing-form-from-a-url

    Please let us know if any additional adjustments are needed, or if any additional questions should arise, and myself or a member of our Team will be happy to assist you further.

    Thank you!