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    How can submit a completed form without payment?

    Asked by SMDC on January 08, 2015 at 02:49 PM

    We want a form that has the option for someone to submit the form without making a payment. We're giving options to pay by check and pay with scholarship, as well as pay with credit card/PayPal. Pay with credit card/PayPal works great. How can we get the submissions with no payment? Thanks.

    Page URL:
    http://www.jotformpro.com/form/43625641368964

    Submissions check pay by check credit
  • Profile Image
    JotForm Support

    Answered by david on January 08, 2015 at 04:00 PM

    Hi,

    You can accomplish this by setting up a conditional statement to hide the payment field unless the option was selected in the registration field:

    http://www.jotform.com/help/57-Smart-Forms-Using-Conditional-Logic

    Here would be the condition:

    When the payment field is hidden, it will not be required.  Here is my test form to show you the functionality:

    http://form.jotformpro.com/form/50076029152953

    I would also recommend changing the payment selections to a radio button so that only one can be selected.

    Let us know if you have any further questions and we will be happy to help.

  • Profile Image

    Answered by SMDC on January 10, 2015 at 08:33 PM

    Hi, David. Well, I could not get the conditional logic to work. In your example, it had "Then Show Register." I do not have the "Register" option, only the items that are on my form. If I enter "Submit" instead of "Register", it takes me to the PayPal screen. How did you get "Register" to be an option?

    Also, you suggested using a radio button so that only one can be selected. I find no option to change the checkboxes in the payment option.

    What am I missing?

    Thanks, Lisa

  • Profile Image

    Answered by Sean on January 10, 2015 at 11:04 PM

    Hi SMDC,

    The register field was added by David in his test form to demonstrate the show and hide feature in conditional logic. His Register field is actually the PayPal field that was drag onto the form and modified to display the two options just for example.

    You mentioned that you would like the form user to be able to submit the form with/without making a payment. He suggested that you should use radio buttons instead of check boxes for the payment options that you provided.

    NB: When check boxes are used to provide options, it is an indication that the user is allowed to select more than one option. In this situation, you would only want the user to select one of the three options you provided. Radio buttons would be the best tool to use in this situation. This is the reason why David recommended the use radio buttons instead of check boxes.

    I have made further adjustments to David's form to include radio buttons to present the payment options that you have.

    Form: http://form.jotformpro.com/form/50098468507968

    The first step that you should take here is removing the payment field from your form.

    The next step that you would take is dragging a Payment Tool onto the form that will support the method of payments that you desire. I will be calling my sample payment tool Example. You can review this menu to help you decide which payment tool will better work for you.

    Now we will be setting a Hide/Show Conditional Logic that will display the Payment options (called Example) once the option that says "Credit Card or Paypal: Click Submit button" is being selected.

    I hope tis helps. Feel free to ask for additional assistance if needed.


    Cheers!
    Sean

     

  • Profile Image

    Answered by SMDC on January 12, 2015 at 06:04 PM

    Okay, this is just getting worse! I've just messed things up royally trying to follow your instructions.

    I made a clone of my original form. http://www.jotform.com/?formID=50117027949961 When I preview the form the "Class" payment tool section does not show up. Did change the "Payment" section to Radio Buttons. Made a Hide/Show Conditional Logic to "If Payment is Equal To Credit Card or PayPal Then Show Class.

    If it did work, then that would be good for payment. But what do I do about the "Check" and "Scholarship" choices that would just submit registration?

    Thanks.

    Lisa

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    JotForm Support

    Answered by jonathan on January 12, 2015 at 06:35 PM

    Hi Lisa,

    We apologize for the confusion. 

    May I suggest you check the technique described on this user guide instead.

    -How-to-set-up-paypal-along-with-other-payment-options

    This is the demo jotform http://www.jotform.com/form/12972052359 used on the user guide.

    In fact you can clone the demo jotform also so that you can have it in your Form Builder.

    Follow this user guide -How-to-Clone-an-Existing-Form-from-a-URL

    Hope this help. Please let us know if you are still not able to do it. 

    Thanks.