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How to change the current Payment tool in the formAsked by hmmawards on September 15, 2016 at 06:17 AM
I would like to quickly, seamlessly change a payment option on one of my forms from Authorize.net to Paypal. In the samples given above, they instruct to delete the existing payment field and drag/drop Paypal option. Seems simple, but I'm afraid I'll delete all the current payment info, directions, coupons, etc.
Here's the form I'm referring to: https://form.jotform.com/33427263836963
Any suggestions or additional info is greatly appreciated. Thanks in advance...
If you are not confident yet what will really happen after you change the payment tool in your form, what you can do is to clone first the form : How-to-clone-an-existing-form-from-your-account
Then test the process on the cloned version of the form. You will not loose any data/info with this process.
Just to be clear on the current process, when deleting the existing payment tool and replacing it with another, the products/items will be retained.
But NOT the coupon codes, shipping/tax info. This is because some payment tool doesn't support coupon code, shipping and tax amount.
Here is also a screencast video of the process which you can use for guidance.
Hope this help. Let us know if you need further assistance.