How can I review payments before they are processed?

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    Asked on December 02, 2014 at 03:20 PM
    I need to review all payments before they are processed and be able to have the member set the amount of the payment. Any ideas?
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    Answered on December 02, 2014 at 03:31 PM

    With PayPal charges these are usually instant as far as I know unless the customer chooses the Bill Me Later option if enabled.

    To combat that problem though you could use this with two forms. You'd have one form collect the information at first for you to review and approve. Once approved you'd send them a link with it prepopulated on the second form to go ahead and pay for it in paypal.

    Our Stripe Integration on the other hand does support a "Charge Later" option in case you'd be interested in taking a look at that.

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    Answered on December 02, 2014 at 04:41 PM
    Thank you,
    I am in the process of changing all of our forms that get Credit card information and that we process the credit card payment through. I am removing the gathering of credit card info. We will invoice them through paypal.
    Can you please let me know if I am able to continue gathering bank routing and account numbers using JotForms.
    Please allow me

    Logan Wolf
    Wolfpack Insurance Services, Inc.
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    Answered on December 02, 2014 at 05:52 PM


    We will respond to your next question on this thread