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    How do I change the Payment Method for a report

    Asked by Petallic on September 02, 2011 at 10:22 AM

    I Have a form running at present where the payment methods are PayPal/Credit Card, Cheque and Bank Transfer.

    Some people selected Bank Transfer to start with but have now paid by credit card against a PayPal finds request.

    I cannot see how to edit the registration to show that they have paid. Their payment method remains as Bank Transfer on all reports which means that we are likely to chase them in error.

    Is there any way that we can edit the information to show that these clients have paid by credit card. I should mention that although they have paid by credit card it has been against a PayPal request and not by using the credit card payment option on our form as it is apparently to complex for them to ask them to go back to their form and change the payment method and then complete the PayPal payment via the form. Besides this, PayPal seems to view such transactions with suspicion and rejects the payment.

    I guess in simple terms, I am asking if I have any way to edit the data that provides the reports. If I edit a report, that is fine but it just reverts next time I view it and as the numbers grow, I am could lose control of the finances on this event.

    Thanks

     

    Jules

    Page URL:
    http://www.jotform.com/form/11031122143

  • Profile Image
    JotForm Support

    Answered by NeilVicente on September 02, 2011 at 11:09 AM

    Hi Jules,

    The best solution I can think of is to add a hidden box in your form.

    Hidden boxes act like plain text boxes except that they are not displayed in the actual form. These are only visible in the form's submissions page, therefore only the form administrator can change/remove its value.

    Insert a hidden box in your form and rename it to something like "Payment Method".

    With each completed submission, you would have to go to your form's submissions page to edit the entry and change the Payment Method to "Paypal" or whatever the chosen payment method is.

     

    Hope you find this solution useful and relevant. Thank you for using JotForm!


    Neil

  • Profile Image
    JotForm Support

    Answered by NeilVicente on September 05, 2011 at 05:46 PM

    Reposted from e-mail:

    Thanks for that. Hopefully it will work for new reservations but it doesn't seem to apply to those already made??

    Kind regards


    Jules

    -------------------------

    Hi,

    You need to edit old reservations to change the value of the hidden box.

    Go to your form's submissions page, click on each old reservation then click the Edit button.

    Change the value of the hidden box, then click the Submit button to save it.


    Neil

  • Profile Image

    Answered by Petallic on September 05, 2011 at 05:54 PM

    Hi Ian

    Have tried that but the hidden field does not appear on the form when I click edit in the old reservations so I am unable to alter it.

    Kind regards

     

    Jules

  • Profile Image
    JotForm Support

    Answered by NeilVicente on September 05, 2011 at 06:35 PM

    Hi Jules,

    I checked your form's submissions page and found out that the hidden box is displayed when the Edit button is clicked even in old submisions:

    Are you sure it's not displaying on your end? Try clearing your browser's cache and see if it works. Press Shift, Ctrl, and Delete keys simultaneously. Make sure that Temporary Internet Files is checked then click Delete.

    After clearing the cache/temporary internet files, restart your browser.

    Let us know how it goes from here on out. Thanks!


    Neil (not Ian)

  • Profile Image

    Answered by Petallic on September 06, 2011 at 05:13 PM
    Hi Neil



    Have done as you suggested but all I get is







    _____

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    JotForm Support

    Answered by NeilVicente on September 07, 2011 at 07:29 AM

    Hi,

    Did you try to attach a screenshot to your response? Unfortunately, it failed to display. Click here to learn how to attach a screnshot to your post so we can see what exactly it is that is displayed on your end.

    Do you not see the unique ID field in your form's submissions page as illustrated in my screenshot above? If not, please try another browser such as Google Chrome or Mozilla Firefox and let us know if it makes any difference.

    We'll be waiting for your updates. Thanks!


    Neil

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    Answered by Petallic on September 07, 2011 at 10:48 AM

    Hi Neil

    Thanks for that.

    Yes I did try to send a screen shot. Basically nothing is displayed using IE8 but I can see it with no problem with Google Chrome.

    Does this mean I have a problem with IE8 setting?

    Kind regards


    Jules

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    JotForm Support

    Answered by NeilVicente on September 07, 2011 at 10:56 AM

    Jules,

    Is this what you see on your end?

     

    If yes, then JavaScript is disabled on your IE browser. Click here to learn how to re-enable it. Thanks!


    Neil