set up incomplete payment notification

  • childrenshealing
    Asked on September 26, 2016 at 4:04 PM

    I have found tutorials on how to set up notification for incomplete payments:

    https://www.jotform.com/help/273-How-to-Setup-Incomplete-Payment-Notification-E-Mail  - this is the most recent (April 2016).

    However, this is no longer accurate and I can't find how to do it with the new format/look.  If I select "edit properties" on my PayPal field, there are no notification options. I have several forms on which I would like to make this change, as right now the only way I can tell if I have incomplete payments is by opening each form individually and viewing submissions. This is tedious and time-consuming.

    If there is another way I can see at a glance which forms have incomplete payments, I would love to know how (similar to they way I can see at a glance which forms have new submissions on my "My Forms" page).

    I have attached a screenshot of the PayPal properties edit options I am given.

    Thank you.

    Jotform Thread 942255 Screenshot
  • David JotForm Support
    Replied on September 26, 2016 at 6:22 PM

    Click on the PayPal field, then, click on the little magic wand icon in the top right.  This will open the menu for your payment field:

    set up incomplete payment notification Image 1 Screenshot 30

    Click on the little gear to open up the integration set up for the field, this same menu will be shown when the PayPal field is first added to the form:

    set up incomplete payment notification Image 2 Screenshot 41

    Click on "Additional Gateway Settings", then, change "Pending Payment Email" to "Yes".

     

  • childrenshealing
    Replied on September 27, 2016 at 12:46 PM
    New response received
    Thank you, but when I click on the magic wand icon, my menu looks very
    different and doesn’t offer the same options:
    ...
  • David JotForm Support
    Replied on September 27, 2016 at 2:08 PM

    Would you mind sharing a screenshot of what you are seeing?

    https://www.jotform.com/answers/414264-How-to-include-screenshot-image-in-the-support-forum

    That way, we can point you in the right direction from where you are starting.

  • childrenshealing
    Replied on September 27, 2016 at 2:46 PM
    New response received
    Yes. This is the screenshot of the “wizard” that comes up when I click on
    the magic wand. As you see, it is not the same format as the shot you sent
    me, and it does not have the same options.
    ...
  • David JotForm Support
    Replied on September 27, 2016 at 3:53 PM

    It is not possible to attach a screenshot to the email response, it would need to be done to a forum post.  If you wouldn't mind attaching the screenshot directly, it would be much appreciated:

    https://www.jotform.com/answers/414264-How-to-include-screenshot-image-in-the-support-forum

  • childrenshealing
    Replied on September 27, 2016 at 3:59 PM

    My Payment wizard looks very different, and doesn't have the same options.

     

    set up incomplete payment notification Image 1 Screenshot 20

     

     

  • David JotForm Support
    Replied on September 27, 2016 at 5:00 PM

    The option is not available from our old UI.  Try logging out of your account, clearing your browsers cache/cookies, then logging back in.  That should load the new UI.  Loading the site in an incognito or private browser should also load the new UI.

  • childrenshealing
    Replied on September 27, 2016 at 5:22 PM

    Unfortunately, it is still not working.  I even accessed my account from a different browser that I hand't used before for JotForm.  If you look at the screenshots below, you will see that the new UI is in use.  I have had the new UI for a while now on all of my forms. For some reason, it just isn't showing up for the paypal wizard. Below are screen shots of the same form. #1 when clicking on the wizard in the paypal field #2 when clicking on the gear/setting in the paypal field.

     set up incomplete payment notification Image 1 Screenshot 30set up incomplete payment notification Image 2 Screenshot 41

  • David JotForm Support
    Replied on September 27, 2016 at 6:34 PM

    Try using this URL while editing your form:

    http://jotform.com/?test

    We usually don't share the test UI url, however, in this case, yours seems to constantly default to the old UI.  That URL should load the newest UI.

  • childrenshealing
    Replied on September 29, 2016 at 11:46 AM
    New response received
    Using this URL, I do get the correct UI for the payment wizard. If I keep
    my account open, I can leave the form and then return to it with the
    changes intact. However, if I log out of my account and log back in, any of
    the changes I made on that payment wizard are not saved.
    ...
  • David JotForm Support
    Replied on September 29, 2016 at 12:51 PM

    Try from a fresh browser, if you are using FireFox, use Chrome and visa versa.  It seems your browser will not clear the old payment UI's even when clearing cache and I am not sure why the test UI will not saved changes.  Using a fresh browser will ensure the current UI is loaded and should allow for you to set the incomplete payment notification.