How to change the current Payment tool in the form

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    Asked on September 15, 2016 at 06:17 AM

    I would like to quickly, seamlessly change a payment option on one of my forms from 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:

    Any suggestions or additional info is greatly appreciated. Thanks in advance...


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    Answered on September 15, 2016 at 06:29 AM

    Hi Brent,

    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.