- mgcaledonian13Asked on December 24, 2015 at 05:13 AM
Just came across this.
I was using two forms one for PayPal and the other for Purchase order, it was a pain because any submissions data had to be accessed separately (CSV and Grid List etc.)
Does this method keep the Data all in the one file and show all submissions for both methods in one CSV file and Grid List etc.
- BorisAnswered on December 24, 2015 at 05:26 AM
1. It sounds like you were initially using this approach: How to Create a Basic Multiple Payment form.
This method requires having multiple forms, one for PayPal and the other for having a Purchase Order payment tool. This is the best approach if you want to have a products list, with multiple products, directly available for the Purchase Order payment.
2. If on the other hand you are selling a single product, such as a ticket for an event, there is another method that would allow you to have both PayPal and "pay by check" on the same form: How to set up PayPal along with other payment options.
This second method relies on simply displaying a message to your user on how or where they can send their payment to you, if they select "payment by check". You can use this method for multiple products as well, but the more products you would have - the more likely it is that the "pay by check" method would confuse your users on how much money they should send.
The second method is best used for either a single product, or two or three products with fixed non-changing price, such as an event ticket without any discounts.
Please let us know if you need further clarifications or assistance, we will be happy to help.
- mgcaledonian13Answered on December 24, 2015 at 06:07 AM
Apologies for not opening another thread.
I must be doing something wrong as when submit is used it seems to be going to the PayPal payment regardless
I assume that it should not go to PayPal if it is hidden but just submit the data.
Can I also assume that the data, when I get it set up correctly, will all appear in the submissions from each of the payment methods.
- BorisAnswered on December 24, 2015 at 06:40 AM
It is not a problem, Scotty, we can easily move the threads as was done here. :)
When it comes to the setup, I have checked your test form, and it doesn't have any conditions on it. For this method to work, you must have conditional logic that will be hiding the PayPal payment tool if check/bank transfer is selected.
Please take a look at the following form with the conditions to show/hide the PayPal field and the check payment information already set up. Feel free to submit it as many times as you need in order to test the functionality:
If you select payment by check, you should see the Thank You page:
If you select payment by PayPal, you should be redirected to PayPal:
(In order to avoid having real accidental payments made, I have changed it to a non-existent PayPal account with email@example.com email address. Due to this, on my cloned form you may see a PayPal error page instead of what is above in the screenshot.)
In order to set up the conditions, all you need is to click Setup & Embed > Conditions > Show/Hide a form field:
Set it up such that when payment by PayPal is selected, the PayPal field is shown:
And if the payment by check is selected, a Text field should be displayed containing the text about where/how to make the payment:
I also recommend marking the fields as required, both the "Method of payment" field, as well as your PayPal field. This will mean that when the PayPal field is shown on the page due to it being selected as the method of payment, the PayPal field must be filled.
By using this method to capture data, everything will be on one form. When PayPal field is conditionally shown, they are redirected to Paypal to make the payment. When it is not, they will see regular information about how to make the check/bank transfer payment.
Please do test the above form and see if it functions that way that you desire. If it does, please follow the steps outlined above to perform the same edits on your form as well. Let us know if you hit any snags along the way, and we will be happy to help. :)
- mgcaledonian13Answered on December 24, 2015 at 05:33 PM
Sorry to have troubled you with this.
I thought I had done all that so I tried another couple of ways, but that now seems to work with the firstname.lastname@example.org email address.
Clearly I was missing one step. The form is un-required at present just for the test purpose and of course the Product prices are fictional.
I will continue after the Christmas Holiday that starts tomorrow.
If you are celebrating this Festival have a good time and thanks for all your help (as usual). What a pain we must be to you guys who can sort the problems in minutes and give us an accurate reply within hours, it is Fantastic service This must be the 100th time I have said this but it still applies.
- JotForm SupportjonathanAnswered on December 24, 2015 at 06:20 PM
Happy Holidays Willy! :)
We are a 24/7 service, but there's no pain on what we do. In fact we love being of service to our users anytime. So please do not hesitate in any way letting us know how we can be of help.
Update us here anytime on the status of the form you are creating and if you need assistance.
- mgcaledonian13Answered on December 25, 2015 at 03:16 AM
Could not resist sorting this out !!!!
The bones of it are now working thanks yet again.
Fantastic (101st time)
PS No reply required !