- mkwellnessAsked on October 17, 2016 at 07:21 PM
I am setting up a payment plan system for yoga retreats, and am trying to have a multiple option payment form that is quick and easy to select (type of accommodation, quantity, with a show total pricing option at checkout).
Is there a way that my customers can have the CHOICE of either paying full price OR paying 50% upfront and the rest 90 days prior to departure date?
Your assistance would be IMMENSELY meaningful as I am trying to get this payment system set up an in place ASAP!
- JotForm SupportjonathanAnswered on October 17, 2016 at 11:32 PM
When I checked your form https://www.jotform.com/62857522795166 I see the payment options already have option for Full payment and 50% option payment.
If I understand correctly, the missing part is the division to 90 days of the remaining 50% for the payment option that have 50% upfront. Can you please confirm that this is the remaining blocked that you wanted to remove.
I'll check more for workaround once I have a full understanding of the requirement.
We'll wait for your response.
- mkwellnessAnswered on October 18, 2016 at 12:38 PM
Thank you for responding to my inquiry. I was able to figure out how to set up multiple payment options. I am currently in the process of integrating our Authorize.net account. I would like to know specifically how to configure our account so that I am able to automate the exact payment date for the remaining balance due for customers that choose the "50% Downpayment" option. Could you please send me the exact steps to do this? Also, will this information be sent to the customers in their automated receipts/thank you responses? Thank you so much!
- mkwellnessAnswered on October 18, 2016 at 12:45 PMThank you for responding to my inquiry. I was able to figure out how to set
up multiple payment options. I am currently in the process of integrating
our Authorize.net account. I would like to know specifically how to
configure our account so that I am able to automate the exact payment date
for the remaining balance due for customers that choose the "50%
Downpayment" option. Could you please send me the exact steps to do this?
Also, will this information be sent to the customers in their automated
receipts/thank you responses? Thank you so much!
- JotForm SupportKevin_GAnswered on October 18, 2016 at 02:51 PM
I have cloned your form; however, seems like will not be possible to set up the 90 days to pay the remaining amount, currently if a user selects to pay only 50 % of the full amount the remaining amount would need to be paid manually.
I can also think there is a way to send a reminder to your submitter once the first payment has been done; however, the current way you're using the payment integration will not allow you to know if the user pays the full amount or 50%, to do this you will need to switch the payment method to user defined amount, this way you will be able to know which payment method your submitter selects.
Here are some guides that will help you to add calculations to your form and pass the result to the payment field:
Now, once you do this you can send an email on a later date based on the payment option selected, this guide will help to send the email if the correct option is selected: https://www.jotform.com/help/167-How-to-Send-Email-Based-on-User-s-Answer
On the email wizard you will be able to set up when the email should be sent:
Once this is done, in the reminder email that you will sent, you will need to include a link to a completely different form where you will capture the remaining amount, this way your users will send you the other payment, but do note that both payments will be completed in two different forms, the first payment in the current form you have and the second one in the other form that you would need to set up.
However, if you would like to implement this workaround, please let us know and we will be glad to help you.
- JotForm SupportjonathanAnswered on October 18, 2016 at 09:29 PM
I created a new thread for the latest question here https://www.jotform.com/answers/964739
Let us discuss and resolve that requirement separately.
- mkwellnessAnswered on October 19, 2016 at 04:47 PM
Thank you for your assistance, it has been very helpful.
Another important question for you:
I am currently in the process of setting up a payment integration with Authorize.net. JotForm is requesting that I input a API Login ID and Transaction Key. These are top secret financial codes for the company that I work for, and it is worrisome that the ID and Transaction Key is auto-saved and is brought up for all to see when one accesses the Form Building Integration screen. Is there a way to hide the key somehow so that it is more secure, or to set it up so that the auto-fill recall is disabled?
Thank you for your insight on this matter and looking forward to your response.
- JotForm SupportKevin_GAnswered on October 19, 2016 at 06:14 PM
Glad to know the guides my colleague shared you were helpful.
Regarding to your question, I have moved it to another thread in order to better assist you, this is to avoid confusion too when discussing more than one matter in the same thread.
Please check the other thread on this link: https://www.jotform.com/answers/965848
We will assist you on that thread as soon as possible.
- mkwellnessAnswered on October 19, 2016 at 07:21 PM
I wanted to clarify one thing from the reply: Answered by Kevin_G on October 18, 2016 at 02:51 PM
Am I correct in understanding that the current way I have my payment processor set up (with multiple quantities and multiple options) I am not able to know the amount the user is spending? Why is this? This does not seem user friendly, and if I am to reconfigure my payment system to User Defined Amount, will I still be able to maintain my specified configuration (including Payment Type, Payment Option, and Quantity)? How will I be notified of which payment method my submitter selects?
I'm a little confused here, and would be so grateful for assistance in gaining a little clarity.
- JotForm SupportjonathanAnswered on October 19, 2016 at 09:17 PM
Am I correct in understanding that the current way I have my payment processor set up (with multiple quantities and multiple options) I am not able to know the amount the user is spending?
We apologize for the confusion. I just previewed your form https://www.jotform.com/62857522795166 and clearly, I can see the amount and total amount that will be spend.
See the screenshot below on what I meant.
To avoid further confusion, I believe your form is good already just as it is. You should not change the Payment method anymore if possible.
Hope this is clearer. Let us know if there is more we can help you with.