- EdFundsAsked on April 16, 2015 at 07:02 PM
I'm not really sure where to start. I am a loan servicer that lends funds for education. The loans are on 30 month terms, principal & interest, is there something that can create and send monthly statements? I came across FreshBooks and Stripe. This is all very foreign and somewhat overwhelming, maybe someone that knows what they're doing can point me in the right direction.
PS: There has not been a form uploaded to my website, that's the ultimate goal though..
- CharlieAnswered on April 17, 2015 at 01:40 AM
I believe you are on the right track. So basically, JotForm helps you create your form, I assume you are creating a loan application form. After that, you can integrate your form to FreshBooks which I believe helps you create custom invoices.
On the other hand, if you are looking on having your users to fill out the form and automatically charge them on a scheduled basis, like a recurring payment for the loan, then you can setup an Order Form and integrate different payment processors. Here's a guide on how to create an order form: http://www.jotform.com/help/165-Setting-Up-Your-First-Order-Form
I hope this helps.
- EdFundsAnswered on April 17, 2015 at 06:44 PM
Great, thank you for the prompt response. I'm getting stuck on the wizard. Is there something I can do to move forward or is it a coding thing within jot form?
- JotForm SupportjonathanAnswered on April 17, 2015 at 07:57 PM
Form what I can see in your screenshot..
there were error because I think there were no fields on the form you were trying to integrate to Freshbooks
Try adding other fields on the form like Full Name and Email field from the Quick Tools.
Then redo the integration process to Freshbooks.
Let us know if you need further assistance.