Setting Up Your First Order Form

Last Update: August 22, 2016

Do you want to sell single/multiple items, collect subscriptions, or get donations online via an online form? You've come to the right place to do that. You can even collect payments from your Facebook page.


For this example we're going to use Paypal to illustrate how to create an order form with a payment integration. However, this guide applies to all of our payment tools. Follow the video or text-instructions below to set up your first order form.


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Setting Up Your Payment Account & Products

1. On the form builder select "Payment Tools" and click PayPal

 

2. Enter your PayPal email address

 

3. Set to "Yes" the Show Total Price on the Form option and click on Continue

 

4. Click on Create New Product

 

5. Add a name for each product and a price (with no symbol), Click on "Save product" (lower right corner).

 

6. Click on Create New Product to add additional products, or click on the close icon(top right corner) to finish the integration

 

 

Adding Item Properties to Your Products

If you are selling a T-shirt, you can ask users to select quantity, color, and size. In order to accomplish this on our example, we're going to add a quantity, color, and size properties.

 

1. Click on the pencil icon


2. Click Add Quantity

 


3. Select "Dropdown" as the option for "Show Quantity on the Form as" field, and click on Save Quantity

 

4. Click on Add Option

 

5. Add color options from the "Populate Options from Presets" dropdown field, and click on Save Option

 

6. Click on "Add Option" again, and add a predefined t-shirt size from the  "Populate Options from Presets" dropdown field, and click on Save Option

 

7. Save your product

 

Finish Your Payment Integration


This is how our final order form looks like: https://www.jotform.co/form/62334917211854?

 

How'd you do? Did you have any difficulties setting up your first order form? Please share your comments in the section below.


30 Comments...


   
wyracrew (June 01, 2012 at 09:12 PM)

Is it possible to have 2 different types of payments offered? For instance some people like to pay for their season's membership with one payment, up front. However, a lot like to pay in 3 payments.

My first question is can I set that up - a single payment option AND a subscription offer all on the same page?

My second question is when do the subscription payments end? So If I want to set up 3 payments of $200, how does the system know to stop once it reaches $600?

That goes for the same with a subscription for a donation page. If I have a customer who wants to stop a reoccurring donation of $5, how do I do that? Can you put a stop date in?

View Answer


   
sunshinesales (June 02, 2012 at 03:02 PM)

Hi there i am creating an order form using Jotform. is there a way to allow the user to enter a quantity and have the system calculate the total rather than having a dropdown with quantity values? I want user to enter "A" quantiy and multiply it by the price of the item to come up with the total?

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rigazzis (June 20, 2012 at 08:46 AM)

hpow can i change n my payment meathod?my form has been set up as paypal
but i need to change it to a purchase order. where i will be dealing with the payment.
my form is very large & i would hate to have to re-do the whole thing.
thank you

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khedgecock (July 02, 2012 at 07:12 PM)

I need to set up a form where items can be ordered, and depending on the amount ordered, the price would change. For example if 19 are ordered the price is $2.69. If 30 are ordered, the prices drops to $2.59. If 240 are ordered, the price drops to $2.49

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sylvesterchandra (August 04, 2012 at 05:35 AM)

I have created a online donation form and have added it to my website and i am able to open the form with the link. But i am unable to configure the paypal setup please kindly explain as to how to setup a paypal configuration to receive donations for our charity

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LegacyEventPlanners (September 09, 2012 at 01:30 AM)

the PayPal tool portion of my form does not show up in the preview.....I was playing around with conditional formatting, but all of my conditions have been deleted. any thoughts/suggestions? Thanks

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fltconference (November 28, 2012 at 04:35 PM)

How can I put the product and the quantity on the same line, preferably with the quantity first.

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yohyniz (November 29, 2012 at 09:04 PM)

I have created a form on jotform, but Now I need to be able to charge a price for fields selected on form via paypal. How can I get the form to produce a summary before the thankyou screen pops up?

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kpry (November 30, 2012 at 11:25 AM)

Once a payment is collected through Paypal, is there a column in the submission area that shows a form as been collected on?

What I am really wanting to know is if someone can submit the form and it show up in the database even if payment hasn't been collected?

I am putting together a race sign up page and dont want anyone on the list if there payment hasnt gone though.

View Answer


   
Ericko (January 21, 2013 at 03:47 PM)

I dont think if JotForm is complete yet... No add to cart buttom... anyone to help with that?

I dont want client to be directed straight to paypal... I want 1. Add to cart then they cant chose either to continue shopping or buynow.

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Henry (March 07, 2013 at 07:09 PM)

I am trying to use paypal or google checkout as a checkout method. It will be used to accept donation. Is there a way to have radio buttons e.g.
$20
$50
$100
Other.

Then when I click submit, it will forward the right amount to be charged by paypal?

Thanks,
Henry

View Answer


   
Ginette Girard (March 12, 2013 at 09:05 AM)

I am in canada and I want to integrate *Interac* as a method of payment but it is not on the list how can I direct my clients to interac website

Thank you in advance

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veethreemarketing (December 08, 2013 at 03:09 PM)

Can the payment system be used as affiliate program software? I want to be able to send a percentage to an affiliate while the rest comes to us. Is that possible?

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fsaelite (January 11, 2014 at 12:41 AM)

I just set up my form for summer camp registration. I am using paypal for customers to pay. When testing - and I get to PayPal it lists only the product name and the price. Is it possible for the camper name to be listed on the payment summary as well?

I noticed in the 'Properties' of the payment on the form builder it has an option for 'Custom Field' which says: 'Form field data passed to Paypal transaction' - seems to be exactly what I am looking for, but I cannot get it to work. It also only lists 3 random fields to choose from.

Any help would be greatly appreciated

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southernearlyassn (April 09, 2014 at 11:45 AM)

I am working on an event registration form and would like to have the option to add additional registrations. Is there a way to add that to the form?

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MaryKerr (August 10, 2014 at 11:01 AM)

I am creating a form using the purchase order. Clients will only be able to choose one option. I would like to add two pictures to each Option. Can I do that and how can I make the pictures larger?

View Answer


   
simmit74 (September 30, 2014 at 09:54 AM)

Its says at the bottom go to payment page when on preview when I checked it says Thank you,so I need this button to continue to PayPal Express check out,How do I do that,when I opened properties it say

Thank you page settings and email settings.

Please advice.

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OsteriaArt (October 08, 2014 at 04:36 AM)

Hi there,

For some reason, the submit and print form buttons are not showing up in the form that I am creating. I have followed all the steps above, however, when I click finish, my final product shows everything else but the submit form.

Can someone kindly assist me please?

Thank you!

View Answer


   
Milo (March 04, 2015 at 06:28 AM)

Hi
Please assist. I've set up my form but am struggling with the shipping price. I've added the price under shipping, but it is not appearing in the form, its not added up, as a result I have R0,00 under total.

View Answer


   
PPMallory (March 11, 2015 at 10:16 AM)

So far, I'm impressed with the capabilities of the jotform order forms, but my main reason to move away from Google Drive is in an attempt to find something that summarizes the responses conditionally to make the back end of the ordering process easier.

I'd like to be able to sort the submitted data by product, then the conditions (ie. size) for each
product.

Example:
(Rather than)
Order 1, Grey Shirt, Medium
Order 2, Grey Shirt, Small
Order 3, Orange Shirt, Medium
Order 4, Grey Shirt, Medium

(Something like this)
Grey Shirt
Small - 1
Medium - 2
Orange Shirt
Medium - 2

Is there any way to do this?

View Answer


   
DUHC (May 13, 2015 at 04:22 PM)

In the Payment Wizard for Authorize, it seems impossible to get past step 1 because under "Account Information," it is entirely clear what info we are supposed to enter in the "Credit Card" field. This help page only goes through the PayPal option, so again, as far as I can tell, Authorize integration is effectively impossible unless someone has a lucky guess what to put in the "credit card" field. Suggestions?

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jonesv (September 10, 2015 at 02:17 PM)

I want the customer to pay the fee charged by Paypal as a convenience Fee. How do i add that to my form?

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ronnie (October 12, 2015 at 04:09 PM)

Trying to set up test form. No scroll bars appear to allow me to view the complete form! I'm using Win 10 and current Chrome Browser.

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sh3rd1an (October 15, 2015 at 01:03 PM)

We have a form that has approximately 100 items that needs to be included. Is there a limit to the number of products you can include on a single form and if so, what is that limit? Thanks

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justinjeffrey (December 09, 2015 at 04:16 AM)

I am looking to set up a Stripe integrated payment form that requires a free field for the price. This could be a form simply with a field for PRODUCT DESCRIPTION and a field for PRICE that the user fills in themselves or perhaps some presets and then just a user defined price field such as this...
1) Product A - £10
2) Product B - £20
3) Other - £enter amount

Are these scenarios possible? Thanks

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DJAAFAR1 (April 09, 2016 at 03:14 AM)

Hi anyone knows how to ad images next to each product ? Thanks

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viki (April 29, 2016 at 04:32 AM)

how made order form

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Keithk7979 (May 01, 2016 at 03:38 PM)

We are trying to set up an online order form. Can you please contact us at 814-283-1007. Thank you.

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lescheneauxartscouncil (June 06, 2016 at 05:27 PM)

Can I delete a product on the list without having to type in all the products again?

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ninjas4christ (July 10, 2016 at 09:36 PM)

Can I limit the number of one product available so that it "sells out"? I don't need a limited amount of submissions for the entire form, just for one of the products on my form.

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