Question about payment integration

  • Profile Image
    lvillegas
    Asked on January 12, 2022 at 10:19 AM

    Good morning,

    I am setting up a training registration form, using the "product list" feature. I believe this is the best option to allow me to track when a training/workshop is full and will allow us to accept payments online.

    I have two questions.

    1) We already have a merchant account through our bank. is it an option to link up with them to accept payments. i do not see them listed on the integrations list.

    2) Can I set up two payment sources, for example we have some individuals that come to our office to pay for trainings using a check/cash. I wanted to allow this as an option and saw a tutorial that these types of payments can be documented using the purchase order feature. However I do not see this as an option in the payments tab as the tutorial suggested. Can I set up two payment options so we can enter checks here as well? And if so how do I do this since I dont see purchase order option?

    The goal is to have everything (all payment types) flow through this online registration form, so I can collect the data I need for reporting purposes and the "inventory i.e # of training slots available" can be managed in one place.

    Thank you,

    Laura


  • Profile Image
    Saeed_K
    Answered on January 12, 2022 at 11:47 AM

    Hi Laura -

    Thank you for contacting us. We will be glad to address your questions.

    1) We already have a merchant account through our bank. is it an option to link up with them to accept payments. i do not see them listed on the integrations list.

    Unfortunately, we have no direct bank integrations. However, you can check our payment options list and see where you can link your bank. For example, you can link your bank to PayPal and then you use PayPal to receive payments.

    Complete guide 👉Mastering Payment Form Integrations with Jotform

    2) Can I set up two payment sources.........

    I would like to inform you that it is not possible to have more than one payment integration in a form. Each form will only support one payment processor at a time. Using the Purchase Order widget you cannot integrate it with any payment vendors.

    As for "I dont see purchase order option", you are unable to see the purchase order tool since you already have a Product list added on your form. Since that is the case, you need to delete the existing payment field in your form so you can add the Purchase Order field.

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    Hopefully, this answers your questions. Please do let us know if you have any further questions or concerns, we are always happy to help!