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Payment tool: How can I pass Item Description to PayPal's page?Asked by fhpw on May 30, 2015 at 11:14 AM
Good morning JotForm Team,
I am hoping there is a simple answer. In order to address the issue of managing late payments after a specified deadline, I am using textbox fields with calculation values. I then use the calculation widget and connect to PayPal via the donation option. Everything seems to be working fine except at checkout, it does not show the item description selected. With this approach, users are not able to verify the purchased items and it creates issues for company reimbursement.
I looked at "Custom Field" data passed to payment gateway options, but it does not allow me to select the items.
In the below images you can view the items selected on the form. However, in the payment checkout, it only shows item price total. I understand why it only shows one item because that is all that is being passed. However, just having item price does not give the user a detailed receipt.
So, is there a way to have the descriptions passed to the gateway? Or, is there a different approach that allows me to show/hide items using conditional logic rule with "before" and "after" dates?
I would like to apologize for the inconvenience. However, with your request to list the items selected on the Paypal's page, that can only be possible if you place the items within the Payment tool. And you can try to do this:
and it would result to this once you have processed it.
As for setting the date of the availability of your reservation, you may want to try to just suspend your form if it reaches the expiration date you set.
I understand that you have a Non-late reservation and a Late Reservation, you can either create two forms, one for the Non-late Reservation, and another for the Late Reservation, both have different Payment tool items or you can just update the Payment tool and Expiration date of the same form as needed.
For this Reservation:
You can set an Expiration date like this:
Then for the Late Reservation: (NOTE: This will only be loaded on the 22nd of August)
Then for the expiration date of the Late Reservation,
I hope this helps. If you have any questions, kindly let us know and we will be glad to help you. Thank you.
Thank you for your response and details. I am familiar with setting up products with a payment gateway, which works great if you do not have any price changes.
If I understand your recommendation, there would be two forms creating two sets of reservation records? This would be moving completely in the opposite direction of efficiency. Also, I am not sure how that would work with the reservation link. I cannot have people going to different places to make a reservation.
I am not sure I understand your following statement: "or you can just update the Payment tool and Expiration date of the same form as needed." Also, when you stated the form "would only be loaded on 22nd of August" for late reservations. Would that occur automatically? How would one form upload? I do not have a form embedded. Reservations are made by clicking on the link.
If any manual process is involved, the proposed recommendations seem overly complicated. I am probably not understanding your approach.
Just thinking.... wouldn't the following be a little more manageable such as:
1. If I am willing to keep two sets of records for reservations (on time and late), would it not be better to use iFrames embedding separate payment tools and use the same date conditional logic. This would at least keep one constant reservation link. However, with attendance expected be over 500, it is not a reasonable solution in my case. Actually, I have seen the recommended solution of keeping different records to address multiple payment tools in a single form in other question threads. This would be extremely inefficient and frustrating especially for less tech savvy individuals.
2. If I absolutely need an item description and do not want two sets of records, then I could set a reminder to manually change the price at the stroke of midnight. But, that does not seem logical. Particularly if this event is managed by different people every year as a non-profit Gala. If I don't change the clock over at the right time, I will receive complaints and other issues generated.
3. Is there any way to at least change the single data description that is passed to the payment gateway from "item" to something more meaningful such as "Gala Reservation" If nothing else can be changed to address the price description, then this would be the an acceptable alternative without increasing complexity or manual effort.
I would like to request that JotForm work on building the following capabilities:a. Have more than one payment tool within a single form. This has been asked by many JotForm users.b. Have a single payment tool where products have a start date, expiration date, or no expiration. I am certain for users using a form to sell products this would be invaluable to manage sale or holiday prices.
c. Have a single payment tool where products can be linked to conditional logic.
JotForm has receive many former AdobeForms customers and will continue to grow business by adding this functionality. AdobeForms allowed multiple payment methods and pricing conditions and I am sure would be extremely appreciative.
Again, thank you for your reply.
I would like to apologize, I just made a suggestion for you to create two forms thinking that you can switch between forms as needed. But as you have explained that would not work mainly because you rather not have two sets of reservation records. So this means that the workaround I've thought earlier would really not work for you.
As to my suggestion of updating the form, I'm sorry, but that can only be done manually and would not occur automatically. I was thinking of you changing the Expiration date of the form manually, which, you are correct, is a complicated way of handling your issue and that would not be a good solution to the problem in your case.
3. Is there any way to at least change the single data description that is passed to the payment gateway from "item" to something more meaningful such as "Gala Reservation"
If that's the case, here's what you can do:
And that would result to this:
Regarding your requests, I have moved each of it on different threads so you may follow updates to each request separately. You may click the links below to view the requests.
By the way, I will also be submitting your initial request to our developers so they may look into it and maybe it can be implemented in the future.
Again, you would like the data/item description of the fields on the form itself be passed to the Payment tool and into the Paypal's page and it would look more like a receipt or summary of the purchases before processing the payment completely.
And so, it would look something like this:
You may be able to check updates on this request via this thread. Thank you.
Thank you so much!!! Makes sense. :-) I did not mean to sound harsh or unappreciative of your initial recommendations. You are correct. You explained it much better. The "wish list" is that to account for date based pricing managed through conditional logic and have a receipt of items. You summed it nicely on all requests. Meanwhile, I will change the "payment purpose" in the payment tool. While it does not separate items, it does show the purpose of the purchase.
Thank you so much. I am very appreciative of your help.
I just realized. That when passing total values using the calculation widget to a payment tool, the quantity will always show one. Thus, for example, if an individual purchases three tickets for the total cost, it will show quantity = 1. This is misleading is someone is submitting a PayPal receipt for reimbursement.
I suppose it could be combined with the auto reply email from JotForm, which I believe passes that actual fields. Still a hassle for customers or event sponsors.
I hope JotForm can definitely address this known issue or challenge for form developers.